When network integration, such as RTSI or Mastercom, is enabled and multiple clearing records are returned from the service, this assignment is generated and prompts a user to select the matching record.
Details
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Actions
Match From Potential Transactions
The primary flow action prompts the user to select a match from a list of potential matches returned by the service.
The application will not let a user select the same potential transaction for multiple disputes. When the screen loads any transactions returned that are already matched to a disputed transaction will not be displayed. If the user attempts to match the same transaction to multiple disputes while in the bulk process view a error will be displayed with the text below.
"Possible match has been applied to multiple disputes. Please select another matching transaction."
Enrich Manually
Optionally, the user may complete the enrichment task manually by selecting Enrich Manually from the menu.
SLA
Goal: 1 day
Assignment Group
Daily Maintenance
Overview
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The Enrichment step is where QFD grabs additional transaction details for the disputed activity. There are multiple tasks in the Enrichment node. On this page, we'll review the most common, which is Select Transaction.
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Scenario
Example (Click images to enlarge)
Next steps
The disputed transaction matches the results available for selection under the Enrichment tab.
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Select the valid transaction
Click the Apply button
Click the Process Actions button
The disputed transaction does not match the results available for selection under the Enrichment tab.
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Review related cases for a duplicate dispute. Deny the disputed transaction if there's a duplicate on a related claim.
If there is no duplicate dispute, pend the dispute for a day.
The disputed transaction has multiple possible matches that reflect the same amount, date, and merchant name.
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Match each disputed transaction to a posted transaction starting from top to bottom. Pay attention to the Acquirer Reference Numbers (ARNs) in the Association's record of the transactions.