---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Convert provisional credit

# Convert provisional credit to final credit {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Convert provisional credit previously issued to a customer to a final credit
issuance.

## Vorbereitungen

Role required:
sn_bom_credit_card.dispute_agent or sn_bom_credit_card.dispute_agent_connector{#convert-provisional-credit-to-final-credit__dispute-agent-connector-role-prereq-reuse}  
Wichtig:  
For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see [Roles and Personas](https://servicenow-prod.fluidtopics.net/IrRa5xztFFnnBmVlX8cgbg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.").

## Warum und wann dieser Vorgang ausgeführt wird

If a merchant's supporting representment evidence was not provided or approved as sufficient by the issuing bank, the issuing bank upholds the chargeback, and provisional credit previously issued to a customer is converted to
final credit issued to the customer.

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. In the Lists tab under Card disputes service cases, open the case list.
   * For your assigned cases, select Assigned to me.
   * For all dispute cases, select All.
   {#convert-provisional-credit-to-final-credit__choices_xtc_cfz_25b}
4. In the list, select which case you want to work on.  
   If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
5. Select the Playbook tab.
6. Select the Convert provisional credit to final credit activity under the Chargeback playbook stage.
7. Select the convert provisional credit to final credit task that you want to complete.
8. On the form, fill in the required fields and any other related information that you've gathered.
9. **Wahlweise:** In the Work notes field, enter any comments.
10. After you have entered the details in the task, select Update.
11. Close the task from the playbook.

    | Dispute activity | Action |
    | To close the Convert provisional credit to final credit task | Select Close. |
    |-|-|

    {#convert-provisional-credit-to-final-credit__choicetable_gpl_c4q_f5b}
{#convert-provisional-credit-to-final-credit__steps_dpl_c4q_f5b}

## Ergebnisse

Once final credit issuance to the customer is submitted, the transaction task state
updates to Closed complete.