Gather Details

The Claim and Dispute Details step includes the questionnaires that are used to collect specific information from the account holder.

Questionnaires

The questionnaires presented are based on the dispute reason selection and include those shown below.

ACH

American Express

ATM

Card Fraud

Card Identity Theft

Mastercard

Visa


Selected Transaction Overview

With the release of version 3.12, the Selected Transaction Overview is available, for reference, from the Gather Details and Gather Documents screens in intake.  By default, the list of disputed transactions is collapsed, as shown below.

When expanded, all disputed transactions are displayed, as well as the total dollar amount of all transactions.