1: Add Transactions

Overview

Users can add disputed transactions to the claim if enabled. This feature is saves the user time and effort because they will not need to create a new claim. Review internal guidelines to let the users know when a transaction should be added versus when a new claim needs to be created. 

Transactions cannot be added when:

• This configuration is not enabled
• The case has been resolved
• The disputed transaction being added has a different regulatory deadline
• The disputed transaction being added is a different product
• Recovery has been pursued

Review this page to walk through the Add Transactions workflow. Use an open case that has not been recovered on to demo this process. See the fraud example below.

How-To

1. Access the open card secure claim example that was created following this page
   
   
2. Review the Responses node which will reflect the Review New Attachment task
   

   

   
   
   
3. Click the Review New Attachment button
   
   
4. Click the Request to Add Transaction to Claim link
   
   
5. A pop-up window will appear and reflect the following note:
   Account holder called in to request to add the <merchant name> charge for <amount> on <transaction date>. This charge is also fraudulent.
   
   
6. Click the Apply button
   
   
7. Click the Process Actions button
   
   
8. Click the Actions button
   

   

   
   
   
9. Select Add Transactions
   
   
10. Locate the transaction indicated in the Review New Attachment task 
    
    
11. Select the transaction
    

    

    
    
    
12. Click the Submit button
    
    
13. The new dispute may be in the Enrichment node
    

    

    
    
    
14. QFD will spin up the Added Transactions/Additional Disputes letter

    

    
    
    
15. The process is complete