Provide immediate final credit

Issue immediate final credit to the card holder.

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

Based on business rules, the bank can make a determination to issue immediate final credit to the card holder. Immediate final credit can be issued during the Investigation stage.

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the 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 Immediate final credit activity under the Investigation playbook stage.
7. Select the immediate 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 activity	Action
    To close the Immediate final credit task	Select Close.

Result

The task state updates to Closed Complete. The dispute transaction moves to the Chargeback stage.