---
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 the provisional credit that was issued previously 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_visa__dispute-agent-connector-role-prereq-reuse}

## 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_visa__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. In the transaction level playbook of the Processing tab, select the transaction ID.
7. The Chargeback stage is initiated for the transaction.
8. Select the  Convert provisional credit to final credit  activity.
9. On the form, fill in the required fields.
10. Select Close task.
{#convert-provisional-credit-to-final-credit_visa__steps_yqc_q15_n2c}