MorphMorph

Case Assets Section

Overview


The Case Assets reflect valuable information including the claim and dispute reason, case status, regulatory deadlines, accountholder information, and account details. Users use this information to support their investigation and take action on the case.

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How-To


Use any claim to train this section. 

Claim Details

The Case Details section provides information about the claim such as the claim amount, case status, and dispute reason.  Applicable regulatory deadlines are listed including a countdown to the next regulatory date.  A satisfied regulation date is displayed with a green checkmark, while regulation dates that have not yet been satisfied are displayed with the attention icon. 

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Account Holder Details

The account holder's information can be viewed here. Contact information can be updated by clicking the three dots in the top-right corner.  Changes made here impact only this claim and are not communicated back to the system of record. 

Updating the contact info permits the user to edit the default communication channel so that all future claim correspondence goes to this new email address or physical address. Explain to the leaner group when they should update the account holder's information based on internal procedures.

Update the account holder's email address to show the learner group the real time change. 

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Account Details

The card and account details are present here. This information was captured at the time the case was created and does not update to reflect current values. 

The card number can be unhidden using the eye icon. This will allow the user copy/paste the number into a different system for external work. 

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