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            Assign Transaction Dispute Management Permissions to User

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            3. Financial Services Cloud Admin Guide

            Assign Transaction Dispute Management Permissions to User

            Assign the relevant permission sets, and configure object and field-level security for the Case object and other dispute-related objects. These settings authorize users to capture dispute details, see merchant alerts, and initiate chargebacks.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To set field-level security and to edit object permissions:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. Assign permission sets.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Click a user’s name.
              3. In Permission Set Assignments, click Edit Assignments.
              4. From Available Permission Sets, select and add OmniStudio User, Industry Service Excellence, Financial Services Cloud Standard, and Financial Services Cloud Extension or FSC Service permission sets.
              5. Save your changes.
            2. Update field-level security.
              1. In Setup, go to Object Manager.
              2. Locate each of the objects listed in this task and click Fields & Relationships.
              3. For each object and field, update the field-level security as shown in this table for all the profiles that use Transaction Dispute Management.
                OBJECT FIELD FIELD-LEVEL SECURITY
                Case Case Source For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
                Account Name
                Dispute Account For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
                Actual Amount
                Approved Amount
                Assessment
                Card Cancellation Requested
                Card Reissue Requested
                Case
                Description
                Dispute Subtype
                Dispute Type
                Disputed Amount
                Financial Account
                Received Date
                Status
                DisputeItem Approved Provisional Credit

                For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.

                These fields are read-only by default, and are populated by an external system that integrates with Transaction Dispute Management.

                • Transaction ID
                • Transactions API Search Result
                • Transactions API Clearing And Settlement Result
                • Transactions API Authorization Result
                Card Last Four Digit
                Card Six Digit BIN
                Dispute
                Disputed Amount
                Enrichment Provider
                Fund Flow Direction
                Merchant Address
                Merchant Category
                Merchant Description
                Merchant Logo URL
                Merchant Name
                Merchant URL
                Provisional Credit Approver
                Provisional Credit Date
                Provisional Credit Status
                Receiver BIN
                Sender BIN
                Status
                Transaction Amount
                Transaction Code
                Transaction Currency Code
                Transaction Date
                Transaction Description
                Transaction ID
                Validation Outcome
                Validation Outcome Reason
                Claim Identifier
                Transaction Clearing Identifier
                Transaction Authorization Identifier
                Transactions API Search Result
                Transactions API Clearing And Settlement Result
                Transactions API Authorization Result
                Payment Network
                Clearing Merchant Name
                Card Present
                Dispute Reason
                Card Type
                Acquirer Reference Number
                Payment Network Transaction Identifier
                Transaction Search Extended Result
                Transaction Details
                Merchant Details
                Payment Network Fraud Report Identifier
                Payment Network Fraud Category
                Payment Network Fraud Type
                Payment Network Case Type
                Transaction Group Identifier
                Transaction Data Source
                DisputeItemMerchantAlert Alert Delivery Status For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
                Alert Delivery Status Description
                Alert Identifier
                Dispute Item
                Disputed Transactions Batch Identifier
                Disputed Transactions Batch Status
                Outcome
                Outcome Description
                Outcome Update Date Time
                Refund Status
                Source
                Type
                DisputeItemChargeback Dispute Item

                For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.

                These fields are read-only by default, and are populated by an external system that integrates with Transaction Dispute Management.

                • Chargeback Identifier
                • Chargeback Reference Number
                Chargeback Identifier
                Transaction Settlement Date
                Status
                Status Update Date Time
                Document Required
                Type
                Description
                Partial Chargeback
                Card Brand
                Refund Received
                Chargeback Reference Number
                Document Status
                Reject Reason
                Dispute Reason
                Chargeback Amount
                Chargeback Created Date
                Chargeback Amount Currency
                Chargeback Response
                Chargeback Response Reason
                DisputeReason Reason Code For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
                Reason Code Name
                Reason Subcode
                Reason Subcode Name
                Description
                Payment Network
                Card Type
                Active
                Reason Code Type
                Reason Code Subtype
                Reason Code Valid From Date
                Reason Code Valid To Date
                Document Required
                DisputeQueueJobRun Start Date Time For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
                End Date Time
                Retrieved Claim Count
                Retrieved Page Count
                Queue Name
                Status
                Flow Interview
                Job Run Information
                DisputeItemQueueResponse Dispute Queue Job Run For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
                Dispute Item
                Queue Name
                Queue Response
                Response Processing Status
                DisputeItemArbitration Amount For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
                Description
                Dispute Item
                Dispute Reason
                Document Upload Status
                External Case Identifier
                Escalted
                Reason Code Updated
                Memo
                Reason Code Update Reason
                Role
                Status
                Type
                Arbitration Response
                Reject Reason
                Appeal
                Favored Party
                Withdrawn By
                Arbitration Amount Currency Code
            3. Assign object permissions.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Click the profile that you’re editing, and click Edit.
              3. Under Standard Object Permissions, locate these objects and assign the Read, Create, Edit, and View All Records permissions.
                OBJECT
                Cases
                Disputes
                Dispute Items
                Dispute Item Merchant Alerts
                Dispute Item Chargebacks
                Dispute Reasons
                Dispute Queue Job Runs
                Dispute Item Queue Responses
                Service Catalog Requests
                Service Catalog Item Dependencies
                Service Catalog Request Related Items
                Document Checklist Items
                Assessments
                Assessment Questions
                Assessment Question Responses
                Dispute Item Arbitrations
              4. Save your changes.
              5. Repeat these steps for other profiles that are relevant for dispute intake or fulfillment.
             
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