2: Execute Case Filing

Overview

The Execute Case Filing assignment prompts the user to complete the case filing using the external system of choice (MasterCom, Co-op, etc.). Users will need to know how to create a case in the selected system. This assignment is present in alternate network and manually added transactions.

Consider when users need to notate work they complete for this assignment including the case filing details and uploading any relevant screenshots.

How-To

Use the example claim you've prepared for the walkthrough.

Step 1: Click the Execute Case Filing button

Step 2: Complete the case filing in the external system of choice (Mastercom, Co-op, etc.)

Step 3: Check the box next to I certify that the case filing has been performed in Mastercom

Step 4: Click the Apply button

Step 5: Click the Process Actions button

Other Actions

The Other Actions menu offers additional actions and information that allows the user to effectively work the task.

Cancel Case Filing Activity

This action allows the user to cancel the case filing and return the dispute to the Review Representment assignment.

Mark Assignment As Unworkable

Assignments that cannot be worked due to a technical issue can be marked as unworkable. This action will move the unworkable task to the Unworkable Assignment Group where leadership can review the scenario and take steps to resolve it. Technical errors that require the task to be marked as unworkable include QFD not reflecting correct data or when a user takes an action on the task, the action does not process and the assignment loops or is stuck.

Bulk Actions

Bulk Actions enable users to apply action to multiple disputes at once, saving the user time.

Bulk Take Action

This button is available when there are multiple disputes present in the selected node. The bulk action applied will impact only the disputes on the page you're currently viewing if there are multiple pages due to the number of disputed transactions.