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Installed Metadata and Sample Data Components
Learn about the metadata components and sample data records installed as part of the Transaction Dispute Management Solution. Use this information to audit, validate, or troubleshoot your installation.
Metadata Components
Transaction Dispute Management Solution installs these metadata components to facilitate orchestration, integration, and user interface for the dispute management lifecycle.
| METDADATA TYPE | COMPONENET NAME | COUNT | Description |
|---|---|---|---|
| Assessment Questions | Assessment Questions (Object) | 146 | Dynamic questions for gathering dispute details across card, consumer, error, and fraud categories. |
| Custom Fields | FinancialAccountTransaction Fields | 2 | Includes AcquirerReferenceNumber__c and CardAcceptorName__c for merchant tracking. |
| Decision Matrix | Determine_Enrichment_Provider | 1 | Logic to select enrichment providers, such as Visa or Ethoca based on card networks. |
| Expression Set | Identify_Enrichment_Provider | 1 | Business logic for identifying transaction enrichment providers. |
| External Credentials | Consumer_Clarity, VisaRTSI | 2 | Secure authentication for Ethoca and Visa real-time services. |
| Integration Definitions | Visa and Mastercard API Integrations | 59 | API set for dispute filing, chargebacks, pre-arbitration, and arbitration. |
| Named Credentials | FSC_VisaSI and FSC_VisaTI | 4 | Endpoints for Visa Settlement, Transaction interfaces, and general integrations. |
| Integration Procedures | PrefillAssessment Procedures | 2 | Logic to prefill questionnaires with existing transaction and dispute data. |
| Omniscripts | Transaction Dispute Management UI | 3 | Guided interfaces for dynamic assessment and main dispute management. |
| Standard Value Sets | Dispute and Transaction Picklists | 4 | Picklist values for statuses, transaction types, and reason codes. |
| Stage Assignments | Visa and Mastercard Assignments | 2 | Maps dispute fulfillment stages to specific dispute item records. |
| Stage Definitions | Dispute Fulfillment Workflows | 2 | Orchestration for Mastercom and Visa dispute lifecycle workflows. |
Sample Data of Transaction Dispute Management Solution
Transaction Dispute Management Solution also includes sample data for you to explore the features and quickly get started.
| Category | RECORD COUNT | KEY SAMPLE DATA DETAILS |
|---|---|---|
| Accounts | 5 | Olivia Martinez, James Whitfield, Sophia Nakamura, Pinnacle Retail Inc., and Meridian Healthcare LLC. To view this data:
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| Financial Accounts | 5 | Olivia Premier Savings, James Everyday Checking, Pinnacle Business Checking, Sophia Visa Signature, and Meridian Investment Portfolio. To view this data:
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| Financial Account Parties | 5 | Junction records linking Olivia Martinez, James Whitfield, Pinnacle Retail Inc., Sophia Nakamura, and Meridian Healthcare LLC to their respective financial accounts with the Owner role. To view this data:
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| Financial Account Transactions | 5 | Payroll Direct Deposit (Olivia Premier Savings), Whole Foods Market purchase (James Everyday Checking), Quarterly Vendor Payment to Acme Supplies (Pinnacle Business Checking), Apple Store purchase (Sophia Visa Signature), and Q1 Dividend Distribution (Meridian Investment Portfolio). To view this data:
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| Dispute Reason Codes | 61 | Pre-configured Visa and Mastercard dispute reason codes covering Fraud, Authorization, Processing Error, Consumer Disputes, Point-of-Interaction Error, and Cardholder Dispute categories. To view this data:
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