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QFD supports integration that allows account holders accountholders 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 holderaccountholder's claim creation experience will mirror that of bank employees who capture claims using QFD software.
Questionnaire
When the account holder accountholder initiates a dispute claim using the self-service function, they will not need to search for or select an account holder accountholder 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 accountholder when there is a required document for recovery. The following list includes card claim reasons that require documentation:
Paid by Other Means
Credit not Received
Fraudulent Application
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Statement of Fraud or Dispute, if configured
The accountholder will see this screen after completing the additional questions in the Detail stage. The account holder accountholder can upload the required document using the Attach new button, which will open a file browser to their machine.
The account holder accountholder can submit the claim without uploading the required document by clicking the Continue button to move to the next screen.
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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 Accountholders will not have access to overrides and cannot complete these actions.
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Case Status
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The Case Status screen is is the page account holders accountholders land on when following up on an existing claim.
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Actions
Accountholders and intake users can take action on an existing claim. The actions available to accountholders are configurable.
Accountholders can:
Request case withdrawn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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