Convert provisional credit to final credit

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sn_bom_credit_card.dispute_agent or sn_bom_credit_card.dispute_agent_connector

    Important:
    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.

    About this task

    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.

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    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.
    4. In the list, select the case to work on.
      To work on a case that is not assigned to you yet, 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. Optional: 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 activityAction
      To close the Convert provisional credit to final credit task Select Close.

    Result

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