Add Transactions

Overview

The "Add Transactions" action will allow the user to add additional disputed transactions to an existing claim. This action is available for claims that allow multiple transactions to be disputed. 

How to Add Transactions to the Case

To add a transaction, select the "Add Transactions" option from the Action drop-down.

When the user selects this action, the following window will display and prompt the user to select the additional transactions they wish to add.

The user will click on the transaction(s) they want to add, then click the Submit button. Each dispute within a claim is independent, which means that it will flow through the claim lifecycle independent of other disputes. The new transactions may be at a different stage and/or step within the lifecycle than the transaction(s) that previously existed. 

How to Manage Cases with Added Transactions

The case-level audit will log manually added transactions. 

"Add Transactions" Action Not Available

The "Add Transactions" action will not be available if the portal does not allow transactions to be added to existing claims. The "Add Transactions" action is configurable. Users cannot add transactions to resolved cases. If needed, a denied case can be reopened and additional transactions be added. Users cannot add transactions if the claim reason doesn't allow multiple transactions to be disputed.