0
12.2.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Provides capabilities to manage cards and non-cards (ACH) dispute lifecycle:
- Enhanced user experience through guided workflows and real-time visibility
- Faster time to value and streamlined maintenance
- Decision tables for internal banking policies (write-off thresholds)
Provides capabilities to consolidate requests for Disputes Operations team handling cards and non-cards (ACH) disputes and route them through workflows to the appropriate middle and back-office teams:
- Reduce processing time and increase Customer Satisfaction (CSAT)
- Simplify credit card blocking and credit limit processes
- Manage credit card openings and closings on one platform
Card dispute management:
- Enables agents to create and manage dispute cases for both personal and business, debit and credit card accounts.
- Enables agents to create and manage ACH dispute cases (non-cards) for both personal and business deposit accounts.
- Implements a 4-eyed policy for approval.
- Provides landing pages for dispute agents and dispute managers.
- Includes preconfigured email templates for sending notification emails.
- Offers end-to-end dispute management with Visa, enhancing transparency and faster resolution.
Card operations:
- Manages customer credit card requests.
- Predefined workflows for:
- New Credit Card
- Increase Credit Limit
- Decrease Credit Limit
- Block Credit Card
- Unblock Credit Card
- Close Credit Card
- Features a dedicated workspace for credit card agents.
- New:
- Added relationship script to get the sn_bom_transaction for specific consumer and all financial account this consumer holds.
- Added ACL roles for payment card databroker execute ACLs.
- Added business rule "Sync case acknowledgment by transactions" to automatically sync case acknowledgment status when all dispute transactions are acknowledged.
- Added action to zip uploaded documents using Integration Hub zip plugin
- Added external document IDs field in if folder for Card Data Security. Will be used to store merchant document IDs.
- Added reusable subflow to attach documents to either skyflow or sys_attachment
- Added client- and server-side validation to prevent future dates for Dispute Reported Date.
- Added missing Mastercard reason code mappings to the "Derive Intake Answers from Chargeback Reason Code and Messages" decision table for automatic intake form pre-population for RC 4808, RC 4834
- Changed:
- Updated the existing recommendation loader and recommendation component, enhanced the UI actions within the recommendation component
- Updated default Dispute reported date to the dispute transaction created date (Card dispute transaction table)
- Updated the read-only option to 'Strict Read Only' for read-only fields
- Replaced direct references to the admin role with feature-specific granular admin roles to align with least-privilege access principles.
- Installation:
- Financial Services Card Operations is dependent on Financial Services Operations Core, Financial Services Credit Assessment, Financial Services Document Management, and Customer Service.
- Permissions and roles:
- System administrator (admin) role is needed for the installation.