Reverse provisional credit
Reverse the temporary credit issued by the bank to the account holder.
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 (
lists icon.\).
In the Lists tab, under Card disputes service cases, open the case list.
In the list, select the case that 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.
In the transaction level playbook of the Processing tab, select the transaction ID.
The Chargeback stage is initiated for the transaction.
Select the Reverse provisional credit activity.
On the form, fill in the required fields and any other related information that you have gathered.
Select Add file to attach supporting documents to the task.
Select Close task.
Parent Topic:Processing an ACH dispute