Dispute Intake in Portal

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • With Financial Services Operations (FSO) card disputes intake in portal, you get the step-by-step guidance for the case flow process. It includes all the information you need to successfully complete each stage and its related tasks.

    Overview

    Using the FSO card disputes playbook, cardholders can directly create a dispute case from the portal. This playbook provides a detailed, step-by-step guide to help them navigate through the dispute process.

    Key benefits of using a card disputes playbook for portal:
    • Streamline the cardholder experience with a step-by-step process that helps in selecting disputed transactions, completing questionnaires, uploading supporting documents, and tracking dispute progress seamlessly. The system automatically selects the relevant questionnaire based on the dispute category.
    • Enable cardholders to monitor the latest updates on the status of their disputed cases and to provide updates at the overall case level using the dispute tracker.
    • Reduce case resolution times by helping cardholders to promptly and accurately track and complete requested tasks.