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            Add the Record Stage Overview Lightning Component to the Dispute Item Record Page

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            3. Financial Services Cloud Admin Guide

            Add the Record Stage Overview Lightning Component to the Dispute Item Record Page

            Give your dispute case owners a comprehensive view of the stages and the steps to be performed in the chargeback and second presentment processes.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To view the Record Stage Overview lightning component in the Lightning App Builder, and to add the lightning component to the dispute item record page:

            Customize Application AND View Setup and Configuration

            AND

            Stage Management Design User

            AND

            Financial Services Cloud Standard

            OR

            Financial Services Cloud Extension OR FSC Service
            To access the Record Stage Overview lightning component on the dispute item record page:

            Stage Management User

            AND

            Financial Services Cloud Standard

            OR

            Financial Services Cloud Extension OR FSC Service
            1. From the object management settings for Dispute Item, go to Lightning Record Pages.
            2. Select Dispute Item Record Page.
            3. Click Edit.
            4. On the Components tab, locate the Record Stage Overview component and drag it onto the record page canvas.
            5. Save your changes, and then activate the page, if necessary.
              The Record Stage Overview component shows a kanban view of the stages and the steps to be performed at each stage of the chargeback process.
             
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