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Work Management Reporting

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The reports below are targeted reports that can be used to see assignments on disputes/claims approaching regulatory/assocaition deadlines.  All the reports are in the Work category.

Assignment Reports:

  • Assignments Approaching Association Deadlines
  • Assignments Approaching Final Reg
  • Denial Review Assignments
  • Disposition Case Assignments
  • High Dollar Assignments
  • Pre-Disposition Case Assignments

Assignments Approaching Association Deadlines

This is a report of assignments on disputes approaching association deadlines.  The default order is by the assocaition deadline.  Assignments which are not in the primary dispute workflow are excluded from this report.

Assignments Approaching Final Reg

This is a report of assignments on claims approaching association deadlines.  The default order is by the final reg deadline. (Reg E or Z)  Assignments which are not in the primary dispute workflow are excluded from this report.

Denial Review Assignments

This is a report of assignments which might result in a denial upon review.  The report is ordered by next reg date oldest to newest.  (Note:  A default filter which can be changed is that next reg date is greater than equal to today.  Meaning things that are past reg and paid are not displayed by default.

  • Included Assignments: 
    • Process Liability
    • Review Arbitration
    • Review Associated Transactions
    • Review Chargeback Reject
    • Review Chargeback Response
    • Review Dispute Response
    • Review PreArb Response
    • Review Representment
    • Review Withdrawal Request
    • ReviewInboundPrearb

Disposition Case Assignments

This is a report of pre-chargeback assignments that is ordered by chargeback deadline date newest to oldest.  (Note:  A default filter which can be changed is that next recovery date is greater than equal to today.  Meaning things that we already lost rights on will be filtered out.)

  • Included Assignments: 
    • Check for Merchant Credit
    • Process Liability
    • Review 2nd Chargeback Response
    • Review Arbitration
    • Review Associated Transactions
    • Review Chargeback Reject
    • Review Chargeback Response
    • Review Dispute Response
    • Review PreArb Response
    • Review Representment
    • Review Withdrawal Request
    • ReviewInboundPrearb

High Dollar Assignments

This is a report of disputes greater than 999.00.  This report is ordered by dispute amount descending

Pre-Disposition Case Assignments

This is a report of pre-provisional credit review assignments.  This is recommended to be bottomed out each day.  The default order is by Next Reg Date.  These assignments hold up the chargebacks/down stream processing.  

    • Included Assignments:
      • Authorization Review
      • Enrichment Service Failed
      • Match Authorization Record
      • Provide Acquirer Reference Number
      • Provisional Credit Review
      • Select Transaction


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