Convert provisional credit to final credit
Convert the provisional credit that was issued previously 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
Procedure
Navigate to All > Financial Services Operations > Workspace.
Select the lists icon (
Image omitted: inline-data-vis-96px-list.png
lists icon\).
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 transaction ID from the playbook.
The Chargeback stage is initiated for the transaction.
Select the **Convert provisional credit to final credit ** activity.
On the form, fill in the required fields.
Select Close task.
Parent Topic:Collaboration dispute workflow