Create Stage Assignment Rules for Mastercard Transaction Disputes
Automate the progression of a disputed Mastercard transaction through its required
lifecycle. Deploy the standard stage definition template to make sure that every disputed
transaction adheres to the specific state transitions mandated by the payment network.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
User Permissions Needed
To create a stage definition for Mastercard transaction disputes:
Stage Management Design User
AND
Financial Services Cloud Standard OR Financial Services Cloud Extension OR FSC
Service
Selecting the Mastercom Dispute Fulfillment template auto-populates the stage definition with
pre-configured steps and transitions. The steps automatically point to the correct Omniscripts
and integration definitions required to perform specific dispute lifecycle actions, such as
submitting the initial dispute to Mastercom and initiating a pre-arbitration.
From Setup, in the Quick Find box, enter Stage Definitions, and then
select Stage Definitions.
Click New.
Select Use a Template, and then click
Next.
For select an object, select Dispute Item.
From the list of templates, select Mastercom Dispute Fulfillment,
and then click Next.
Enter a name and developer name for the stage definition, and then click
Next.
Activate the stage definition by publishing the definition.
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