Overview
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QFD supports integration that allows account holders to initiate dispute claims and check on existing claims using their online bank account or mobile banking app.
Claim Intake
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The account holder's claim creation experience will mirror that of bank employees who capture claims using QFD software.
Questionnaire
When the account holder initiates a dispute claim using the self-service function, they will not need to search for or select an account holder or an account. They will land in the Reason stage and be prompted to select the claim and dispute reason.
Requested Documents
The Documentation Requested screen will display to the account holder when there is a required document for recovery. The following list includes card claim reasons that require documentation:
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The account holder can submit the claim without uploading the required document by clicking the Continue button to move to the next screen.
Overrides
Overrides are optional functions that enable intake users to complete various tasks including withholding provisional credit automation, editing the contact date, and many others. Account holders will not have access to overrides and cannot complete these actions.
Case Status
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The Case Status screen is the page account holders land on when following up on an existing claim.
Actions
Accountholders and intake users can take action on an existing claim. The actions available to accountholders are configurable.
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- Request case withdrawn
- Request dispute is reopened
- Upload a new file
- View case notes
- View Case Attachments
- View Communication
Demos
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Online Banking
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Mobile Integration
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