Action Intake Claim Examples
- Kristafanie Somers
Overview
To show learners the various case statuses and actions available in the Case Status widget, we’ll need to prepare claims that are in different stages of the claim-processing workflow. We recommend completing these actions no later than a day before the training to allow QFD’s backend processes to be completed. These processes include generating and sending relevant correspondence to the account holder and making applicable accounting adjustments.
The dispute path is as follows:
Enrichment: Enrichment reflects the process where QFD obtains required transactional data from the Association through automation or prompts a user to manually enter the needed data. Denials and write offs can occur in this node.
Collaboration: Collaboration includes the Ethoca and/or Verifi check, routine merchant refund checks completed automatically, and manual user review for refunds. If needed, we will process the task to move the dispute out of Collaboration to a node where the final decision can be made.
Initial Investigation: Initial Investigation requires a key decision to be made, either issue the temporary credit or write off/deny the dispute. This process is often completed automatically by QFD.
Disposition: Disposition reflects many different tasks in the recovery workflow. Many tasks are completed by QFD but most post-chargeback tasks are manual. We can write-off or deny the dispute here.
When denying or paying the dispute, find the first of these nodes that has a clock or triangle next to it.
The dispute may reflect different assignments based on configurations, so there may be slight deviations in the instructions. For clarity and guidance, reach out to the Quavo training team.
Required access group: User, Manager, ManagerAdmin
