Orah tabs page

tabsPageTitle	Profile
primaryTab	true
colorPalettes	Default
color	#0052CC
fixed	true
id	2nq9ebr1xv6
direction	horizontal
headerStyle	Basic

Basic Info

Setting	Description	Comments
Client Label	Client Info Rule ID identifier
Legal name	Client legal name	This name will be utilized in outbound correspondence if a Common Name isn’t provided.
Common Name	Client common name	This name will be utilized in outbound correspondence when provided.
Phone	Client phone number	This phone number will be displayed, as formatted, in outbound correspondence.
Fax	Client fax number	Optional field that will be displayed in letters, as formatted, in outbound correspondence.
Email Address	Client email address

Address

Setting	Description	Comments
Attention	Attention line in address	This setting will be used for return address on claim statements to direct the organization's mailroom or administrative staff to deliver to the specified recipient.
Address 1, Address 2, Address 3	Client address
City, State, Zip	Client address
Country	Client country

Logo

Setting	Description	Comments
Logo	Client logo	Upload logo

Orah tabs page

tabsPageTitle	Intake
colorPalettes	Default
color	#0052CC
fixed	true
id	epezhfy5lg7
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Use Cases

Setting	Options	Comments
Allow disputes against pending transactions?	Yes / No	When enabled, users can select pending transactions for applicable dispute reasons.
Allow customer contact date overrides?	Yes / No
Allow users to withhold provisional credit?	Yes / No	When enabled, users have the option to select applicability for Intake and back office users.
Allow Intake/External Client Users to withhold provisional credit?	Yes / No	Applicable if <Allow users to withhold provisional credit?> = Yes
Allow Back Office Users to withhold provisional credit?	Yes / No	Applicable if <Allow users to withhold provisional credit?> = Yes

Allowed Transaction Type Configuration

Setting	Field Type	Comments
Disputable Transactions	ACH, ATM Deposit, ATM Withdrawal, Balance Transfer, Card Pinned, Card Pinless, Check, Convenience Check, P2P, RTP Credit, RTP Debit, Wire, Zelle	To enable specific disputable transactions for External Users see your Customer Success Manager.

Orah tabs page

tabsPageTitle	Back Office
colorPalettes	Default
color	#0052CC
fixed	true
id	yxxrfgo7i2
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Allowed Transaction Type Configuration

Setting	Field Type	Comments
The chargeback minimum for fraud disputes is $________.	Currency	If blank, chargebacks will automate for all amounts when automation is available.
The chargeback minimum for non-fraud disputes is $________.	Currency	If blank, chargebacks will automate for all amounts when automation is available.

PIN Preferring Chip Card Configuration

Setting	Options	Comments
Chip Card Default?	Yes / No	Used when information is not provided from the associations.
PIN Preferring Chip Card Default (Deposit Accounts)	Yes / No	Used when information is not provided from the associations.
PIN Preferring Chip Card Default (Credit Card)	Yes / No	Used when information is not provided from the associations.

Basic

Orah tabs page

tabsPageTitle	Transactions
colorPalettes	Default
color	#0052CC
fixed	true
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backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Orah tabs page

tabsPageTitle	Regulatory
colorPalettes	Default
color	#0052CC
fixed	true
id	7jffzxl2unh
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Orah tabs page

tabsPageTitle	Investigation
colorPalettes	Default
color	#0052CC
fixed	true
id	2gl2m2ankof
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Orah tabs page

tabsPageTitle

Approvals

colorPalettes

Default

color

#0052CC

fixed

true

id

1qz53gh3hrw

backgroundColorPalette

Default

direction

horizontal

headerStyle

All Claims

The settings in this section apply to all claim types. To add customized settings to a specific claim type, please see the claim type specific sections to add customization.

Auto Pay And Provisional Credit

Setting	Options	Comments
Auto Pay	Basic / Expert	Basic is used to apply a Auto Pay threshold to all claim types. To apply claim specific thresholds this setting should be set to Expert.
Upon submission, automatically pay claims that are less than or equal to $_________.	Currency	Only applicable if <Auto Pay> = Basic
Provisional Credit	Basic / Expert	Basic is used to apply a PC threshold to all claim types. To apply claim specific thresholds this setting should be set to Expert.
Upon submission, automatically grant provisional credit to claims that are less than or equal to $_________.	Currency	Only applicable if <Provisional Credit> = Basic
Should provisional credit be allowed on non-regulatory disputes?	Allow / Deny	Allow = Non-regulatory protected claims will be allowed to receive provisional credit either through Auto PC or manually via the review provisional credit assignment. Deny = Non-regulatory protected claims will not qualify for Auto PC and skip manual provisional credit review. If the disputed amount is recovered a final credit would be issued at the time of the resolution.

Exclusions

To exclude disputes from auto pay and auto PC, specific exclusions can be added to an exclusions table.

Available Exclusions

Exclusion	Setting	Comments
Suspicious Velocity	More than ____ claims opened within 24 hours.
Previous Denial	One, or more, disputes on the current or another claim by the same customer/member was previously denied.
Non-protected Claims	Disputes without regulatory protection are excluded from Auto Pay and Auto PC.	Claims that are not protected by regulation, based on Regulatory Settings.
Early Transactions	A disputed transaction occurred within _____ days of the account opening.
Potential Claim Abuse	____ claims have been filed in the last ____ days.
New Account	Account was opened within the last ____ days.

Provisional Credit Review

Setting	Options	Comments
Require a returned statement from the cardholder for ______________ on Reg E claims.	No Card Claims/ Fraud Card Claims/Non-Fraud Card Claims/All Card Claims	Applies to Reg E protected card transactions.
If not granted automatically during intake, I want to _______________.	Review specifically for provisional credit (All Claims) / Review specifically for provisional credit (Reg Bound Only) / Skip Review and Move to Disposition
Upon expiration of the regulatory provisional credit deadline, the review assignment should _________________.	Pend for Review / Skip to Disposition

Write Off Threshold

Setting	Options	Comments
Automatically write off claims where all disputes in Final Investigation are below $___________ and the sum of remaining disputes is less than $_____________.	Currency	This setting does not apply to reopened disputes.
Should this setting be applied to all claims or Reg covered claims?	Reg protected claims only / All Claims

Write Off Review

Setting	Options	Comments
Should disputes be written-off when a user granted provisional credit but did not go through recovery and no new information was provided?	Yes / No
Should this setting be applied to all claims or Reg covered claims?	Reg protected claims only / All Claims

Manual Transaction Entry

Setting

Options

Comments

Can users manually add transactions to a dispute?

Yes / No

Are users allowed to manually enter a transaction when the transaction is within the defined transaction history?

Yes / No

Applicable when <Can users manually add transactions to a dispute?> = Yes

Requires transaction history to be defined.

Post Collaboration Decision Automation

Setting

Options

Comments

Should claims be reevaluated for final credit post merchant collaboration?

Yes / No

Write Off Decision

Basic / Expert

Applicable when <Should claims be reevaluated for final credit post merchant collaboration?> = Yes

Post merchant collaboration and merchant credit check, a final credit will be issued on claims that are less than or equal to $_______ and all transactions are below $________.

Currency

Applicable when <Write Off Decision> = Basic

When <Write Off Decision> = Expert the thresholds are configured at the transaction level.

Should claims be reevaluated for provisional credit post merchant collaboration?

Yes / No

Provisional Credit Decision

Basic / Expert

Applicable when <Should claims be reevaluated for provisional credit post merchant collaboration?> = Yes

Post merchant collaboration and merchant credit check, automatically grant provisional credit to claims that are less than or equal to $___________.

Currency

Applicable when <Provisional Credit Decision> = Basic

When <Provisional Credit Decision> = Expert the thresholds are configured at the transaction level.

Orah tabs page

tabsPageTitle	Correspondence
colorPalettes	Default
color	#0052CC
fixed	true
id	fziffscyetd
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

ACH

The settings in this section apply to ACH claim types.

Auto Pay And Provisional Credit

Auto Pay Thresholds

Setting	Options	Comments
Upon submission, automatically pay claims that are less than or equal to $_________ and all transactions are below $____________.	Currency	Only applicable if <Auto Pay>in All Claims section = Expert
Attempt recovery after paying	Checkbox	Only applicable if <Auto Pay> = Expert
Exclude Non-Fraud from Auto Pay	Checkbox	Only applicable if <Auto Pay> = Expert

Provisional Credit Thresholds

Setting	Options	Comments
Upon submission, automatically grant provisional credit to claims that are less than or equal to $___________.	Currency	Only applicable if <Provisional Credit>in All Claims section = Expert

Exclusions

To exclude disputes from auto pay and auto PC, specific exclusions can be added to an exclusions table.

Available Exclusions

Exclusion	Setting	Comments
Aged Transactions	One, or more, disputed transactions posted ___ days, or more, prior to the contact date.
Documents Required	A receipt of a written statement is required.

Optional Settings

Settings	Options	Comments
The Stop Payment fee amount $________.	Currency
Allow users to waive the stop payment fee	Checkbox
Non-Recurring Transactions Disclosure	A stop payment on this originating company will be in place for a period of ___ months.	During intake if a stop payment is placed on a non-recurring transaction the Non-Recurring Transaction Disclosure is displayed.
Recurring Transactions Disclosure	A stop payment on this originating company will be in place for ___________________	During intake if a stop payment is placed on a non-recurring transaction the Recurring Transaction Disclosure is displayed. Any freeform value entered will display in the intake questionnaire disclosure.
Should verbal attestation be obtained to complete the written statement (WSUD)?	Request signature on Written Statement / Obtain Verbal Attestation on Written Statement

Write Off Decision

Setting

Options

Comments

Post merchant collaboration and merchant credit check, a final credit will be issued on fraud claims that are less than or equal to $______ and all transactions are below $_________.

Currency

Applicable when <Write Off Decision> = Expert

Post merchant collaboration and merchant credit check, a final credit will be issued on non-fraud claims that are less than or equal to $_______ and all transactions are below $________.

Currency

Applicable when <Write Off Decision> = Expert.

Provisional Credit Decisions

Setting

Options

Comments

Post merchant collaboration and merchant credit check, automatically grant provisional credit to fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Post merchant collaboration and merchant credit check, automatically grant provisional credit to non-fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Card

The settings in this section apply to Card claim types.

Auto Pay And Provisional Credit

Auto Pay Thresholds

Setting	Options	Comments
Upon submission, automatically pay fraud claims that are less than or equal to $_________ and all transactions are below $____________.	Currency	Only applicable if <Auto Pay>in All Claims section = Expert
Attempt recovery after paying	Checkbox	Only applicable if <Auto Pay> = Expert
Exclude Non-Fraud from Auto Pay	Checkbox	Only applicable if <Auto Pay> = Expert
Upon submission, automatically pay non-fraud claims that are less than or equal to $_________ and all transactions are below $____________.	Currency	Only applicable if <Auto Pay>in All Claims section = Expert
Attempt recovery after paying	Checkbox	Only applicable if <Auto Pay> = Expert

Provisional Credit Thresholds

Setting	Options	Comments
Upon submission, automatically grant provisional credit to fraud claims that are less than or equal to $___________.	Currency	Only applicable if <Provisional Credit>in All Claims section = Expert
Upon submission, automatically grant provisional credit to non-fraud claims that are less than or equal to $___________.	Currency	Only applicable if <Provisional Credit>in All Claims section = Expert

Exclusions

To exclude disputes from auto pay and auto PC, specific exclusions can be added to an exclusions table.

Available Exclusions

Exclusion	Setting	Comments
Aged Transactions	One, or more, disputed transactions posted ___ days, or more, prior to the contact date.
ATO Claims	Account Takeover (ATO) Claims are excluded from credit automation.
High Risk Merchant Category Codes	One, or more, disputed transactions have a MCC on the list below:	Add Merchant Category Codes to list
High Risk Point of Sale (POS) Entry Mode	One, or more, disputed transactions has a POS entry mode on the list below:	Add POS entry modes to list
Proprietary ATM Transactions	One, or more, proprietary ATM transactions are in dispute
Requested Documentation - Reg E	Require a returned statement from the cardholder for______________ on Reg E claims.	No Card Claims / Fraud Card Claims / Non-Fraud Card Claims / All Card Claims

Manual Transaction Entry

Setting	Options	Comments
Can users enter a same-day ATM manual transactions?	Yes / No

Write Off Decision

Setting

Options

Comments

Post merchant collaboration and merchant credit check, a final credit will be issued on fraud claims that are less than or equal to $______ and all transactions are below $_________.

Currency

Applicable when <Write Off Decision> = Expert

Post merchant collaboration and merchant credit check, a final credit will be issued on non-fraud claims that are less than or equal to $_______ and all transactions are below $________.

Currency

Applicable when <Write Off Decision> = Expert.

Provisional Credit Decisions

Setting

Options

Comments

Post merchant collaboration and merchant credit check, automatically grant provisional credit to fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Post merchant collaboration and merchant credit check, automatically grant provisional credit to non-fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Check

The settings in this section apply to Check claim types.

Auto Pay And Provisional Credit

Auto Pay Thresholds

Setting	Options	Comments
Upon submission, automatically pay claims that are less than or equal to $_________ and all transactions are below $____________.	Currency	Only applicable if <Auto Pay>in All Claims section = Expert

Provisional Credit Thresholds

Setting	Options	Comments
Upon submission, automatically grant provisional credit to claims that are less than or equal to $___________.	Currency	Only applicable if <Provisional Credit>in All Claims section = Expert

Write Off Decision

Setting

Options

Comments

Post merchant collaboration and merchant credit check, a final credit will be issued on fraud claims that are less than or equal to $______ and all transactions are below $_________.

Currency

Applicable when <Write Off Decision> = Expert

Post merchant collaboration and merchant credit check, a final credit will be issued on non-fraud claims that are less than or equal to $_______ and all transactions are below $________.

Currency

Applicable when <Write Off Decision> = Expert.

Provisional Credit Decisions

Setting

Options

Comments

Post merchant collaboration and merchant credit check, automatically grant provisional credit to fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Post merchant collaboration and merchant credit check, automatically grant provisional credit to non-fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Zelle

The settings in this section apply to Zelle claim types.

Auto Pay And Provisional Credit

Auto Pay Thresholds

Setting	Options	Comments
Upon submission, automatically pay claims that are less than or equal to $_________ and all transactions are below $____________.	Currency	Only applicable if <Auto Pay>in All Claims section = Expert

Provisional Credit Thresholds

Setting	Options	Comments
Upon submission, automatically grant provisional credit to claims that are less than or equal to $___________.	Currency	Only applicable if <Provisional Credit>in All Claims section = Expert

Exclusions

To exclude disputes from auto pay and auto PC, specific exclusions can be added to an exclusions table.

Available Exclusions

Exclusion	Setting	Comments
Aged Transactions	One, or more, disputed transactions posted ___ days, or more, prior to the contact date.

Write Off Decision

Setting

Options

Comments

Post merchant collaboration and merchant credit check, a final credit will be issued on fraud claims that are less than or equal to $______ and all transactions are below $_________.

Currency

Applicable when <Write Off Decision> = Expert

Post merchant collaboration and merchant credit check, a final credit will be issued on non-fraud claims that are less than or equal to $_______ and all transactions are below $________.

Currency

Applicable when <Write Off Decision> = Expert.

Provisional Credit Decisions

Setting

Options

Comments

Post merchant collaboration and merchant credit check, automatically grant provisional credit to fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Post merchant collaboration and merchant credit check, automatically grant provisional credit to non-fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Wire

The settings in this section apply to Wire claim types.

Auto Pay And Provisional Credit

Auto Pay Thresholds

Setting	Options	Comments
Upon submission, automatically pay claims that are less than or equal to $_________ and all transactions are below $____________.	Currency	Only applicable if <Auto Pay>in All Claims section = Expert

Provisional Credit Thresholds

Setting	Options	Comments
Upon submission, automatically grant provisional credit to claims that are less than or equal to $___________.	Currency	Only applicable if <Provisional Credit>in All Claims section = Expert

Write Off Decision

Setting

Options

Comments

Post merchant collaboration and merchant credit check, a final credit will be issued on fraud claims that are less than or equal to $______ and all transactions are below $_________.

Currency

Applicable when <Write Off Decision> = Expert

Post merchant collaboration and merchant credit check, a final credit will be issued on non-fraud claims that are less than or equal to $_______ and all transactions are below $________.

Currency

Applicable when <Write Off Decision> = Expert.

Provisional Credit Decisions

Setting

Options

Comments

Post merchant collaboration and merchant credit check, automatically grant provisional credit to fraud claims that are less than or equal to $_________.

Currency

Applicable when <Provisional Credit Decision> = Expert

Post merchant collaboration and merchant credit check, automatically grant provisional credit to non-fraud claims that are less than or equal to $_________.

Currency

Orah tabs page

tabsPageTitle	Correspondence
colorPalettes	Default
color	#0052CC
fixed	true
id	fziffscyetd
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Communication

Setting	Options	Comments
Send outbound communication?	Yes / No
Email include BCC?	Yes / No	Only applicable if <Send outbound communication?> = Yes
Email address for BCC	Email address	Only applicable if <Email include BCC?> = Yes

Correspondence

Setting	Options	Comments
Use Deny Justification Correspondence	Checkbox	Enabled Deny Justification table
User can add freeform verbiage in the No Error letter?	Checkbox	Only applicable if <Use Deny Justification Correspondence> = True
Required Number of Deny Justifications	1 / 2 / 3	Only applicable if <Use Deny Justification Correspondence> = True
Introductory Paragraph (English) / (Spanish)	Freeform	Only applicable if <Use Deny Justification Correspondence> = True
Deny Justifications	Applicable to: Name: Justification Text:	Add Deny Justifications to table

Claim Status Letter

Setting	Options	Comments
Send a status letter every ___ days until claim resolution (blank is disabled)	Number

Orah tabs page

tabsPageTitle	Regulatory
colorPalettes	Default
color	#0052CC
fixed	true
id	7jffzxl2unh
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Regulatory Timing

Setting	Options	Comments
Is this client bound by RegE/RegZ?	Yes / No
Are weekends/holidays defined as day 0?	Yes / No	Only applicable if <Is this client bound by RegE/RegZ?> = Yes

Regulation Dates

Regulation Date	Setting	Comments
Reg E 10/20	Start protection actions ___ business days at _____ Default: 10/20 business days	Dropdowns
Reg E 45	Start protection actions ___ business days at _____ Default: 45 business days	Dropdowns
Reg E 90	Start protection actions ___ business days at _____ Default: 90 business days	Dropdowns
Reg Z 30	Start protection actions ___ business days at _____ Default: 30 business days	Dropdowns
Reg E 90	Start protection actions ___ business days at _____ Default: 2 statement cycles	Dropdowns

Orah tabs page

tabsPageTitle	Investigation
colorPalettes	Default
color	#0052CC
fixed	true
id	2gl2m2ankof
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Denial Configuration

Deny Reason	Applies to
ATM Deposit
Credit Voucher Accepted	Mastercard Claims
Deposit Not Received	ACH, ATM, Wire, RTP, Zelle
Duplicate Dispute
Money Transfer	Card, Non-Fraud
No Error
No Error Freeform
Never Posted
Out of Timeframe
Posted Late	Card
Proof of Authorization	Card
Resolved as Processed	Wire
Valid Card Present	Card
Withdrawn

Setting	Options	Comments
Require commentary for all deny decisions?	Yes / No

Orah tabs page

tabsPageTitle	Approvals
colorPalettes	Default
color	#0052CC
fixed	true
id	1qz53gh3hrw
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Write Off Approval

Setting	Options	Comments
Write Off Approval Level	Legacy Settings / Basic / Expert

Write Off Approval Threshold

Setting	Options	Comments
Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Write Off Approval Level> = Basic
ACH - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Write Off Approval Level> = Expert
Card - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Bill Pay - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Check - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Zelle - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Wire - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert

Deny Approval

Setting	Options	Comments
Deny Approvall Level	Legacy Settings / Basic / Expert

Deny Approval Threshold

Setting	Options	Comments
Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Basic
ACH - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Card - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Bill Pay - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Check - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Zelle - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Wire - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert

Deny Reason Exclusion

Setting	Options	Comments
Applies to:	<Deny Reasons>	Selected <Deny Reasons> are not routed for approval

Provisional Credit Approval

Setting	Options	Comments
Provisional Credit Approval Level	Legacy Settings / Basic / Expert

Provisional Credit Approval Threshold

Setting	Options	Comments
Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Basic
ACH - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Card - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Bill Pay - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Check - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Zelle - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Wire - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert

Letter Approval

Letter approval happens at a per letter level. Approvals are routed to a workbasket SendLetterApproval in the manager workgroup. Users with access to this workgroup can approve or reject the tasks.

Setting	Options	Comments
Applies to:	<Letter Names>	Selected <Letter Names> are not routed for approval

Orah tabs page

tabsPageTitle	Work Management
colorPalettes	Default
color	#0052CC
fixed	true
id	hgnxev3gb
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Liability Processing

Setting	Options	Comments
Defer Liability Processing in Recovery	Yes / No

Assignment Routing

Setting	Options	Comments
Should specific assignments be routed to the client for processing? MIT HANGES	Yes / No

Video Walkthrough

...

Page Comparison

Versions Compared

Old Version 1

New Version Current

Key

Basic Info

Address

Logo

Use Cases

Allowed Transaction Type Configuration

Allowed Transaction Type Configuration

PIN Preferring Chip Card Configuration

All Claims

Auto Pay And Provisional Credit

Exclusions

Available Exclusions

Provisional Credit Review

Write Off Threshold

Write Off Review

Manual Transaction Entry

Post Collaboration Decision Automation

ACH

Auto Pay And Provisional Credit

Auto Pay Thresholds

Provisional Credit Thresholds

Exclusions

Available Exclusions

Optional Settings

Write Off Decision

Provisional Credit Decisions

Card

Auto Pay And Provisional Credit

Auto Pay Thresholds

Provisional Credit Thresholds

Exclusions

Available Exclusions

Manual Transaction Entry

Write Off Decision

Provisional Credit Decisions

Check

Auto Pay And Provisional Credit

Auto Pay Thresholds

Provisional Credit Thresholds

Write Off Decision

Provisional Credit Decisions

Zelle

Auto Pay And Provisional Credit

Auto Pay Thresholds

Provisional Credit Thresholds

Exclusions

Available Exclusions

Write Off Decision

Provisional Credit Decisions

Wire

Auto Pay And Provisional Credit

Auto Pay Thresholds

Provisional Credit Thresholds

Write Off Decision

Provisional Credit Decisions

Communication

Correspondence

Claim Status Letter

Regulatory Timing

Regulation Dates

Denial Configuration

Deny Reason

Write Off Approval

Write Off Approval Threshold

Deny Approval

Deny Approval Threshold

Deny Reason Exclusion

Provisional Credit Approval

Provisional Credit Approval Threshold

Letter Approval

Liability Processing

Assignment Routing

Video Walkthrough