Contact Date Override

Overview

The "Contact Date Override" action allows users to manually adjust the contact date which is the date that the claim was created. Because this action impacts regulation deadlines, it's important that users take this action under their manager's guidance. 

How to Override the Contact Date

To change the claim's contact date, select the "Contact Date Override" option from the Actions drop-down.

Use the calendar tool to select the new contact date. The new contact must be between the earliest disputed transaction date and today's date. Click the "Submit" button to complete the override.

If the user selects a date outside of the permitted timeframe (earliest disputed transaction date and today's date), an error message will be displayed.

How to Manage Contact Date Overrides

The case-level audit logs the "Contact Date Override" action. 

"Contact Date Override" Action Not Available

The "Contact Date Override" action is configurable so it may not be enabled.