Overview
The Actions drop-down empowers users to interact with the case, offering a range of options that differ based on the configuration and the current stage of the claim in its lifecycle. Use an open example claim to review the choices in the Actions drop-down.
How-To
Add Transactions
Users can add disputed transactions to the claim if enabled. This feature is saves the user time and effort because they will not need to create a new claim. Review internal guidelines to let the users know when a transaction should be added versus when a new claim needs to be created.
Transactions cannot be added when:
- This configuration is not enabled
- The case has been resolved
- The disputed transaction being added has a different regulatory deadline
- The disputed transaction being added is a different product
- A chargeback has been submitted on the case
Review this page to walk through the Add Transactions workflow.
Contact Date Override
User can change the contact date if enabled. Adjusting this date will impact the regulatory deadlines so it's imperative to discuss when to use this function with learners. This function is optional, so review your configuration to know whether this is relevant to your portal.
Review this page to walk through the Contact Date Override workflow.
Deny
XYZ
Pend Dispute
XYZ
Process Duplicate Credit
XYZ
Reclassify Case
XYZ
Reopen Case
XYZ
Withdraw Paid Dispute
XYZ
Write Off
XYZ
