Review Associated Transactions

The Review Associated Transaction assignment prompts the agent to determine if any associated transactions apply to the dispute. This assignment provides the agent with a list of potentially associated transactions. The agent will select any transactions that are associated with the disputed transaction.  

How to complete the assignment

1. Click on the Review Associated Transaction button. 

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2. Review the transactions list to identify a credit identical to the disputed transaction.
   
   
3. If a credit is found:
   • Select the transaction. The selected row will be highlighted.
   • Answer “Do any of the above associated transactions resolve the dispute” with Yes.
   • Click Apply.

   • Click Process Actions.
     

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4. If a partial credit is found:
   • Verify that the credit is being applied to the correct disputed transaction in the appropriate association tool.
     
   • Select the transaction. The selected row will be highlighted.
   • Answer “Do any of the above associated transactions resolve the dispute” with Yes.
   • Click the Apply button.
   • Click the Process Actions button.
     
     
5. If a credit is not found:
   • Answer “Do any of the above-associated transactions resolve the dispute” with No.
   • Provide the reason the credit does not apply to the disputed transaction.
   • Click the Apply button.

   • Click the Process Actions button.
     

      Click here to see the Credit Not Found scenario...