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            Create a Stage Definition for Visa Transaction Disputes

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            3. Financial Services Cloud Admin Guide

            Create a Stage Definition for Visa Transaction Disputes

            Automate the progression of a disputed Visa 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 Visa transaction disputes:

            Stage Management Design User

            AND

            Financial Services Cloud Standard OR Financial Services Cloud Extension OR FSC Service

            Selecting the Visa 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 Visa Resolve Online (VROL) or processing a pre-arbitration response.

            Note
            Note The portions of the Services and features branded as Visa Resolve Online (VROL) are Non-SFDC Applications and, when enabled, are subject to additional terms and conditions as further described in the applicable Notices and License Information ("NLI") of the Salesforce Trust and Compliance Documentation.
            1. From Setup, in the Quick Find box, enter Stage Definitions, and then select Stage Definitions.
            2. Click New.
            3. Select Use a Template, and then click Next.
            4. For select an object, select Dispute Item.
            5. From the list of templates, select Visa Dispute Fulfillment, and then click Next.
            6. Enter a name and developer name for the stage definition, and then click Next.
            7. Activate the stage definition by publishing the definition.
             
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