Manage communication

Australia Financial Services Operations

Release

australia

ft:locale

pt-BR

ft:publication_title

Australia Financial Services Operations

ft:clusterId

finso

bundleId

finso

workflow

Customer and Industry

Manage customer communication

Versão de lançamento: Australia

Atualizado 12 de mar. de 2026

1 min. de leitura

Provide a response and feedback to the customer for a decision made on a dispute, such as friendly fraud.

Antes de Iniciar

Role required: sn_bom_credit_card.dispute_agent or sn_bom_credit_card.dispute_agent_connector

Por Que e Quando Desempenhar Esta Tarefa

When you select the Decline dispute transaction option in the Detect friendly fraud activity, the Customer communication activity is displayed. Provide the customer feedback and the reason. You can accept or deny the response.

Procedimento

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ().
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.
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.
Select the Playbook tab.
Select the transaction ID in the transaction level playbook of the Processing tab.
The Investigate stage is initiated for the transaction.
Select the Customer communication activity.

Select the Customer decision as Accepted or Denied.

When the customer decision is accepted, provide Customer feedback and select Mark complete. The dispute is marked as Closed Complete.
When the customer decision is denied, provide the Customer feedback. In the Action section, select one of the following.

Final action	Steps
Decline dispute transaction	Provide a Resolution reason. Select Mark complete. The transaction is marked asClosed Rejected.
Issue credit and write-off	Provide the Resolution reason. Select Mark complete. The Issue credit activity is displayed. Provide the final credit and select Close task. The task is marked as Closed Complete.
Proceed with dispute	Provide a Resolution reason. Select Mark complete. The next activity Report fraud is displayed. Proceed with activities in the playbook as required. For more information about resolving fraud, see Report fraud to a card network.