Dispute Intake OmniScript Components
You can customize the dispute intake OmniScript to suit your business needs.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| Component Name | Component Type | What It Does | What It Calls |
|---|---|---|---|
| SetAccountContext | Integration procedure action | Retrieves the user’s Account Id from Salesforce when the user logs in to a self-service portal and launches the Transaction Dispute Management service process. It also retrieves the portal’s URL extension and stores it in the CommunityBasePath variable. | SelfService_SetAccountContext integration procedure |
| FSC_TransactionDisputeManagementFetchFinancialAccounts | Integration procedure action | Retrieves Financial Accounts associated with a Person Account. | FSC_GetFeeReversalFinancialAccounts integration procedure |
| FSC_TransactionDisputeManagementGetCustomerInformation | Omnistudio Data Mapper extract action | Retrieves the Person Account details. | FSCTransactionDisputeManagementGetCustomerInfo Data Mapper |
| SelectFinancialAccount | Step | Displays a selectable list of accounts. | FSCTransactionDisputeManagementShowCustomerInformation and FSCTransactionDisputeManagementShowFinancialAccounts flex cards |
| CheckIfFinancialAccountSelected | Set values | Sets the value if the financial account has been selected in the SelectFinancialAccount step. | None |
| Fetch Org Has Pref | Integration procedure action | Checks if the Standard Financial Account setting is enabled and retrieves the Source System ID of the selected financial account. | FSC_TransactionProperties integration procedure |
| SetFinancialAccountSelectionError | Set errors | Displays an error message if no financial account is selected. | None |
| SetSelectedFinancialAccount | Set values | Assembles information about the selected financial account. | None |
| SelectTransactions | Step | Displays a selectable list of transactions. | FSCTransactionDisputeManagementShowCustomerInformation and FSCTransactionDisputeManagementShowTransactions flex cards |
| CheckIfTransactionSelected | Set values | Sets the value if at least one transaction was selected in the SelectTransaction step | None |
| SetTransactionSelectionError | Set errors | Displays an error message if no transaction is selected. | None |
| Merge Manual and Core Banking Transactions | Remote Action | Merges manually added and selected transactions into a single list. | None |
| SetDisputedTransactionsBeforeEnrichment | Set values | Sets up Transaction Dispute Management for dispute intake with or without transaction enrichment enabled. | None |
| FSCTransactionDisputeManagement_TransactionsEnrichment | Integration procedure action | Calls the expression set and decision matrix to append the enrichment provider information to the transactions. | FSCTransactionDisputeManagement_AppendEnrichment integration procedure |
| SegregateTransactions | Remote action | Groups transactions by provider name and stores them in separate lists. | disputemanagement.DisputeManagementHelper Remote Class and segregateTransactions Remote Method |
| SetTransactionCountForProviders | Set Values | Sets the transaction count variables for each provider. | None |
| SetTransactionsCountForProviders | Set values | Sets the count for the total number of transactions going to each enrichment provider. | None |
| CallConsumerClarityEnrichmentAPI | Integration procedure action | Calls the Ethoca Consumer Clarity™ enrichment API to populate merchant details for the Mastercard transactions. | FSCTransactionDisputeManagement_ThirdPartyEthocaEnrichment integration procedure |
| CallVisaEnrichmentApi | Integration Procedure Action | Calls the Visa Enrichment API to populate merchant details for Visa transactions. | FSCTransactionDisputeManagement_ThirdPartyVisaEnrichment Integration procedure |
| SetSelectedTransactions | Remote action | Assembles information about the selected transactions. | disputemanagement.DisputeManagementHelper class, setTransactions method |
| FSC_TransactionDisputeManagementGetCardTransactionCodes | Integration Procedure Action | Retrieves the unique code that identifies the type of transaction. | FSCTransactionDisputeManagementGetCardTrxnCodes Data Mapper |
| ContainsCardTransactionsAction | Remote action | Returns True if one of the selected transactions is a card-type transaction, otherwise returns False. | disputemanagement.DisputeManagementHelper class, containsCardTransactions method |
| Review Transactions | Step | Displays the details of the selected transactions for user review. | FSCTransactionDisputeManagementShowCustomerInformtion, FSCTransactionDisputeManagementShowEnrichedTransactionsList, FSCTransactionDisputeManagementShowTransactionRecognizedText Lightning Web Components |
| Set Resolved Transactions | Set values | Sets the transactions that were marked recognized in the ReviewTransactionsinformation screen. | None |
| UpdateDisputedTransactionsAfterEnrichment | Remote action | Updates the list of disputed transactions after enrichment provider data is added. | disputemanagement.DisputeManagementHelper class, updateDisputedTransactionsAfterEnrichment method |
| ValidateDisputedTransactions | Remote action | Checks the disputed amounts in each transaction for errors. | disputemanagement.DisputeManagementHelper class, validateDisputedTransactions method |
| DisputedAmountError | Set errors | Shows an error message if the disputed amount entered is greater than the transaction amount or the disputed amount is a negative number. | None |
| RunCaseDeflectionRules | Integration procedure action | Runs deflection rules for each unrecognized transaction and updates transactions with outcome. | FSC_DisputeManagementCaseDeflection integration procedure |
| FilterTransactions | Remote action | Returns HasValidTransactions, HasInvalidTransactions, and HasClearForWriteOffTransaction boolean values based on deflection outcomes. It also returns three lists of transactions based on deflection outcomes. | disputemanagement.DisputeManagementHelper class,filterTransactions method |
| AddReasonCodeToTransactions | Remote Action | Adds the selected reason code and subcode to the transactions. | disputemanagement.DisputeManagementHelper Remote Class and addReasonCodeToDisputedTransactions Remote Method |
| EnterDisputeDetails | Step | Displays the selected account and transactions, checks if the disputed amount entered is valid, and prompts the user to select a dispute reason. | FSCTransactionDisputeManagementShowCustomerInformation, FSCTransactionDisputeManagementShowDeflectionScopeMessage, FSCTransactionDisputeManagementShowAutoWriteOffScopeMessage, FSCTransactionDisputeManagementShowInvalidTransactionsScopeMessage, FSCTransactionDisputeManagementAutoWriteOffAndInvalidScopeMessage flex cards |
| ValidateReasonAndSubReasonCodes | Remote Action | Validates that reason codes and subcodes exist for all disputed transactions and enriches the list with reason code and reason subcode details. | disputemanagement.DisputeManagementHelper Remote Class and validateReasonAndSubReasonCodesFilledForAllTransaction Remote Method |
| ValidateReasonAndSubReasonCodesFilled | Set Errors | Sets a variable to indicate if a reason code or subcode is missing. | None |
| FSC_TxnDisputeMgmtGetAssessmentGroupingConfigAndDisputeItemStatus | Integration Procedure Action | Sets variables to mark the dispute status as resolved for applicable transactions. | FSCTxnDisputeManagement_AssessmentGroupingAndDisputeItemStatus integration procedure |
| Group Transactions | Remote Action | Groups transactions that share the same reason code and subcode to present a single assessment questionnaire. | disputemanagement.DisputeManagementHelper Remote Method and groupTransactions Remote Method |
| ConvertUploadedDocs | Remote action | Converts the uploaded documents in a format needed to be displayed in the Review Summary step. | disputemanagement.DisputeManagementHelper class, convertUploadedDocuments method |
| SetDisputedTransactions | Remote action | Sets the disputed amount for the transactions. | disputemanagement.DisputeManagementHelper class, validateDisputedTransactions method |
| FillDisputeAssessment | Step | Displays the dispute assessment questionnaire for the transaction groups. | FSCTransactionDisputeManagementShowCustomerInformation and FSCTransactionDisputeManagementShowGroupTransactionList Flex Cards |
| ValidateAssessmentFilled | Remote Action | Validates that an assessment is completed for every transaction group. | disputemanagement.DisputeManagementHelper Remote Class and validateAssessmentFilled Remote Method |
| AssessmentFilledError | Set Errors | Sets a variable to indicate if an assessment is incomplete. |
None |
| TransactionAssessmentMapping | Remote Action | Maps assessment details, such as the assessment ID, to each transaction group. | disputemanagement.DisputeManagementHelper Remote Class and transactionAssessmentMapping Remote Method |
| FSC_TransactionDisputeManagementGetDisputeType | Data Mapper extract action | Retrieves Dispute Type of the transaction based on the Dispute Subtype. | FSCTransactionDisputeManagementGetDisputeType Data Mapper |
| SetAssessmentDetails | Set Values | Sets the GroupAssessment variable with the assessment details. | None |
| ReviewSummary | Step | Displays the transactions to be disputed, lists the dispute reason and dispute details, and presents a Submit button for the user to confirm the dispute request. | FSCTransactionDisputeManagementShowCustomerInformation, FSCTransactionDisputeManagementShowSelectedTransactions flex cards |
| CallConnectApiFromApex | Remote action | Creates a case for the transaction dispute request. | disputemanagement.DisputeManagementHelper class, raiseDispute method |
| SetConnectApiResponse | Set values | Sets values based on the case. | None |
| DeleteAssessment | Remote action | Conditional step for deleting the assessment if the connect API fails. | disputemanagement.DisputeManagementHelper class, deleteAssessmentResponses method |
| SetCaseUrl | Set values | Sets the case URL for the submitted disputed request. | None |
| ViewConfirmation | Step | Displays dispute request status and presents a case URL for the user if the dispute request was submitted. | ComplaintSuccessIcon and ComplaintFailureIcon Flex Cards |
| SetDisputeClosed | Set values | Sets the value of DisputeClosed to true if all the disputed transactions are recognized, or cleared for automatic write-off, or invalid. | None |
| CaseCloseConfirmation | Step | Displays a confirmation message indicating that the dispute request is closed because all the disputed transactions were recognized, or cleared for automatic write-off, or invalid. | FSCTransactionDisputeManagementShowCustomerInformation and ComplaintSuccessIcon |
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