Assignment groups organize work that is currently assigned to a user to take action. Assignment groups exclude system and pending assignment and only include assignments requiring action. Each assignment group is prioritized based on its function.
Daily Critical Assignments
Daily critical assignments are assignments that have direct impact to customer/members and/or the final institution and need be completed every day. These assignments will generally need to be worked by a user who has access to external systems.
- Account Maintenance Service Failed
- Accounting Exception
- Block and Reissue
- Block Card
- Charge Off Service Failed
- Clear Delinquency
- Clear Delinquency Service Failed
- CRC Service Call Failed
- Exception File Listing Service Failed
- Execute Accounting
- Execute Accounting Service Failed
- Execute Batch Accounting Failed
- Execute Client Mail Service Failed
- Merchant Funds Disbursement
- Record Case Event Failure
- Provide Block Card Prerequisites
- Reissue Card
- Resolve Merchant Accounting
- Set Amount In Dispute
- Set Amount In Dispute Failed
- Update Credit Reporting Status
Daily Maintenance Assignments
Daily maintenance assignments are assignments that need to be completed everyday. These assignments are fairly straight forward and will be able to be worked by most QFD end users.
- Accept Dispute
- Authorization Review
- Check for Merchant Credit
- Enrichment Service Failed
- Execute Accept Dispute Failed
- Execute Enrichment Service Call
- Execute Manual Stop Payment
- Execute Review Fee Call
- External Fee Review
- Fee Retrieval Service Failed
- File Fraud Alert
- High Balance Reporting
- Interest Calculation
- Interest Calculation Service Failed
- Letter Failed To Send
- Manually Enrich Data
- Manually Send Letter
- Merchant Credit Service Failed
- Provide Acquirer Reference Number
- Provide Enrichment Prerequisites
- Provide Required Enrichment Data
- Read New Corr
- Review Documents
- Review Ethoca Merchant Response
- Review Fee
- Review New Attachment
- Review Re-Open Request
- Review Withdrawal Request
- Select Transaction
Final Reg Deadline Assignments
Final regulatory deadline assignments will pull all assignments by final regulatory date. Once something is past the regulatory date it will no longer pull from this assignment group. This assignment group will only pull assignments that are in the primary workflow. (See the exclusion list below) Managers should review the "Dashboard" to insure all claims that are approaching the final regulatory are reviewed prior to be taken to loss. (Note: The system will issue final credit automatically when required.)
High Dollar Assignments
High dollar assignments is a assignment group that only applies when enabled. A client can configure this to route all claims over a defined amount to this assignment group. When enabled when a claim is over the high dollar threshold no other assignment group can work these assignments.
Later Life Cycle Recovery Assignments
Later life cycle recovery assignments are assignments that occur in the later life cycles of recovery. This assignment group will assignments by the next recovery deadline date. Only the assignments listed below will be pulled in this assignment group. Managers should review the "Dashboard" to insure all claims that are approaching the association deadline are reviewed prior to losing the ability to pursue recovery.
- Arbitration
- Arbitration Response Failed
- Case Filing Detail Service Failed
- Case Filing Service Failed
- Execute Arbitration Service Failed
- Execute Case Filing
- Execute Pre-Arb Failed
- Execute PreArb Response
- Execute Withdraw Case Filing Service Failed
- Review Arbitration
- Review Chargeback Response
- Review Collaboration Response
- Review Dispute Response
- Review No Acquirer Response Received
- Review PreArb Response
- Review Representment
- ReviewInboundPrearb
- SI Create Dispute PreArb Response Request Failed
- SI Get Dispute PreArb Details Failed
- Update Case Filing Service Failed
Manager Assignments
Manager assignments will pull approval assignments.
Next Recovery Deadline Assignments
Next recovery deadline assignments will pull all assignments by the next recovery deadline date. Once something is past the next recovery deadline it will no longer pull from this assignment group. The next recovery deadline date on new disputes is set to the chargeback deadline. Recovery assignments later in the dispute life cycle are excluded in this assignment group and will be pulled by the "Later Life Cycle Recovery Assignments" group. This assignment group will only pull assignments that are in the primary workflow. (See the exclusion list below) Managers should review the "Dashboard" to insure all claims that are approaching the association deadline are reviewed prior to losing the ability to pursue recovery.
Non-Regulatory Assignments
Non-regulatory assignments will pull work by claim age. This will help insure claims without a regulatory impact will be worked.
Past Recovery/Reg Deadline Assignments
Past Recovery/Reg Deadline Assignments will pull anything that is past both association and regulatory deadlines. Ideally there is nothing in this assignment group but things past association and regulatory deadlines are excluded from the other assignment groups and this group is acting as a fall through.
Provisional Credit Review Assignments
Provisional Credit Review will pull provisional credit review assignments by pc reg deadline date. Managers should review the "Dashboard" to insure all claims that are approaching the pc deadline date are reviewed prior to a credit being issued. (Note: The system will issue credit automatically when required.)
Unworkable Assignments
A user can flag any assignment as unworkable which will prevent it from being pulled from any other assignment groups. This should be given to Managers/Experienced users as a secondary assignment group. In the event it cannot be resolved it can be escalated via a support ticket to be reviewed by Quavo.
Exclusion List
The below assignments are excluded from the final regulatory and next recovery date assignments groups because they are not in the primary workflow. These assignments are not directly related to resolving a dispute and are spin off assignments from primary work flow. A example would be "Account Maintenance Service Failed", while this is a important assignment it does not prevent a chargeback from going out and will not prevent a loss due to regulatory timelines expiring.
- Accept Dispute
- Account Maintenance Service Failed
- Accounting Exception
- Block and Reissue
- Block Card
- Charge Off Service Failed
- Clear Delinquency
- Clear Delinquency Service Failed
- CRC Service Call Failed
- Exception File Listing Service Failed
- Execute Accounting
- Execute Accounting Service Failed
- Execute Batch Accounting Failed
- Execute Client Mail Service Failed
- Execute Manual Stop Payment
- Execute Review Fee Call
- External Fee Review
- Fee Retrieval Service Failed
- High Balance Reporting
- Interest Calculation
- Interest Calculation Service Failed
- Investigation
- Letter Failed To Send
- Manually Send Letter
- Merchant Funds Disbursement
- Pending Batch Mail
- Read New Corr
- Record Case Event Failure
- Reissue Card
- Resolve Merchant Accounting
- Reversal Service Failure
- Review Fee
- Review New Attachment
- Review Re-Open Request
- Review Withdrawal Request
- Set Amount In Dispute Failed
- Update Credit Reporting Status
- Update Security Master File Service Failed
- Clear Delinquency
- Clear Delinquency Service Failed