Close a card dispute

After you have completed all tasks in a card dispute case, you can add final details and close the case in the Closure playbook stage.

Before you begin

Role required: sn_bom_credit_card.dispute_agent or sn_bom_credit_card.dispute_agent_connector

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. On 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.
5. Click the Closure playbook stage to show the Close case view.
6. Select the Resolution code to indicate the outcome of the case.
7. Enter any closing notes in the Resolution notes field.
8. Close the case from the playbook.

   Action	Dispute Activity
   Save changes	Save the resolution information.
   Close	The Resolution code and Resolution notes are saved to the case, and the case state updates to Closed Complete.