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Actions
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Description

Excerpt

When an enrichment service prerequisite is not satisfied in Auto Enrichment, this assignment is generated and prompts a user to provide the necessary details.

Details

SLA

None

Assignment Group

Daily Maintenance

Overview

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Provide Enrichment Prerequisite Data

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This primary flow action prompts the user to provide any required data that is not already known.  Data such as Card Number and Acquirer Reference Number are commonly required. 

Enrich Manually

This optional flow action is available via the Other Actions menu and prompts the user to provide values for all required fields.

Skip Enrichment

This optional flow action is available via the Other Actions menu and completes the flow without collecting transaction details.

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is an assignment generated when an enrichment integration fails in the auto enrichment flow to obtain all the information required.

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How-To

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Step 1: Click the Provide Enrichment Prerequisite Data button.

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Step 2: Provide the necessary data in the required field(s) (asterisk).

Step 3: Click the Apply button.

Step 4: Click the Process Actions button. 

Other Actions

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The Other Actions menu offers additional actions and information that allows the user to effectively work the task. 

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Process Enrichment Manually

This action allows the user to enter required transaction data manually. 

Skip Enrichment

Resolve Enrichment without providing additional details.

Deny Dispute

The Deny Dispute option allows the user to deny the dispute. In the Enrichment stage, users may need to deny due to the account holder withdrawing their claim. 

Write Off

The Write Off option allows the user to resolve the dispute through a write off.

Check for Merchant Credit

This action allows the user to check recent transaction activity for a refund. If a refund is found, the user can deny the dispute. 

Mark Assignment As Unworkable

Assignments that cannot be worked due to a technical issue can be marked as unworkable. This action will move the unworkable task to the Unworkable Assignment Group where leadership can review the scenario and take steps to resolve it. 

Technical errors that require the task to be marked as unworkable include QFD not reflecting correct data or when a user takes an action on the task, the action does not process and the assignment loops.