Page Comparison

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The Review Associated Transaction assignment prompts the agent to determine if any associated transactions apply to the dispute. This assignment provides the agent with a list of potentially associated transactions. The agent will select any transactions that are associated with the disputed transaction.  

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How to complete the assignment

1. Click on the Review Associated Transaction button. 

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2. Review the transactions list to identify a credit identical to the disputed transaction.
   
   
3. If a credit is found:
   • Select the transaction. The selected row will be highlighted.
   • Answer “Do any of the above associated transactions resolve the dispute” with Yes.
   • Click Apply.

   • Click Process Actions.
     

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4. If a partial credit is found:
   • Verify that the credit is being applied to the correct disputed transaction in the appropriate association tool.
     
   • Select the transaction. The selected row will be highlighted.
   • Answer “Do any of the above associated transactions resolve the dispute” with Yes.
   • Click the Apply button.
   • Click the Process Actions button.
     
     
5. If a credit is not found:
   • Answer “Do any of the above-associated transactions resolve the dispute” with No.
   • Provide the reason the credit does not apply to the disputed transaction.
   • Click the Apply button.

   • Click the Process Actions button.
     

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