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AssociatedTransactionReview
Description


Excerpt

When RTSI is enabled, the dispute enters the Visa Associated Transaction Review flow and, when applicable, this assignment is generated for the user to determine if any associated transactions apply to the dispute.


Details

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The system presents a series of possibly associated transactions for the user to determine whether or not the transactions apply to the dispute.

No Transactions Chosen

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If the user has not chosen any associated transactions, this input is generated for the user to provide an explanation.

Transaction(s) Chosen

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If the user has chosen any associated transactions, this yes/no question is generated to move the dispute forward.

Work QueueAssociatedTransactionReview
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Review Associated Visa Transactions

This primary flow action provides the user with a list of potentially associated transactions and prompts the user to select any transactions that are associated with the disputed transaction.  If no transactions are selected, the user must provide a reason why none of the presented credits apply.

SLANone
Work QueueAssociatedTransactionReview
Work Group

Recovery



StageAnalyze
NodeDisposition



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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    titleClick here to see expanded assignment...

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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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      titleClick here to see the Credit Found scenario...

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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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      titleClick here to see the Credit Not Found scenario...

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