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            Set Up Integrations with Mastercom® for Pre-Arbitration and Arbitration

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            Set Up Integrations with Mastercom® for Pre-Arbitration and Arbitration

            Transaction Dispute Management uses integration definitions to specify the details of how Salesforce integrates with Mastercom to initiate pre-arbitration and arbitration processes in response to a second presentment. Create integration definitions to call the Mastercom APIs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create integration definitions:

            Customize Application

            AND

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

            Before you begin:

            Integration with Mastercom APIs help issuers to create pre-arbitration and arbitration for disputed transactions in these scenarios.

            • When the issuer changes the reason code for the disputed transaction.
            • When the issuer chooses to create a pre-arbitration.
            • When pre-arbitration is mandatory based on predefined business rules.
            1. To integrate with Mastercom to file a pre-arbitration case for a disputed transaction, create an integration definition.
              1. From Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
              2. Click + New.
              3. Select Apex Defined as the type.
              4. Enter a name and developer name for the integration definition.
                Note the developer name and use it when you create a stage management plan for initiating pre-arbitration.
              5. Search for and select disputemanagement.ThirdPartyMastercomCreateArbitrationCases_V1 as the apex class.
              6. For the Mastercom Named Credential attribute value, enter the name of the named credential that you created for Mastercom.
              7. For the Mastercom Consumer Key attribute value, enter the Mastercom consumer key that you obtained from Mastercom.
                You can retrieve the consumer key from the Mastercom Developer Portal.
              8. For the Mastercom Secret Certificate Name attribute value, enter the name of the certificate containing the private keys of Mastercom that you uploaded to Salesforce. See Configure the Endpoint for Mastercom®.
              9. Search for and select FSCTransactionDisputeManagement_ThirdPartyMastercomCreateCase as the input integration procedure name.
              10. For the Get Case Type attribute value, enter Pre-Arbitration.
                Here’s a sample integration definition to integrate with Mastercom to file a pre-arbitration case for a disputed transaction.Apex Class Values
              11. Save your changes and activate the integration definition.
            2. To integrate with Mastercom to file an arbitration case for a disputed transaction, create another integration definition.
              1. Select Apex Defined as the type.
              2. Enter a name and developer name for the integration definition.
                Note the developer name and use it when you create a stage management plan for initiating arbitration.
              3. Search for and select disputemanagement.ThirdPartyMastercomCreateArbitrationCases_V1 as the apex class.
              4. For the Mastercom Named Credential attribute value, enter the name of the named credential that you created for Mastercom.
              5. For the Mastercom Consumer Key attribute value, enter the Mastercom consumer key that you obtained from Mastercom.
                You can retrieve the consumer key from the Mastercom Developer Portal.
              6. For the Mastercom Secret Certificate Name attribute value, enter the name of the certificate containing the private keys of Mastercom that you uploaded to Salesforce. See Configure the Endpoint for Mastercom®.
              7. Search for and select FSCTransactionDisputeManagement_ThirdPartyMastercomCreateCase as the input integration procedure name.
              8. For the Get Case Type attribute value, enter Arbitration.
                Here’s a sample integration definition to integrate with Mastercom to file a pre-arbitration case for a disputed transaction.Apex Class Values for Arbitration
              9. Save your changes and activate the integration definition.
            3. To integrate with Mastercom to retrieve the details for an existing claim, including any pre-arbitration or arbitration cases with which the claim is associated, create another integration definition.
              1. Select Apex Defined as the type.
              2. Enter a name and developer name for the integration definition.
              3. Search for and select disputemanagement.ThirdPartyMastercomGetClaimOutcome_V1 as the apex class.
              4. For the Mastercom Named Credential attribute value, enter the name of the named credential that you created for Mastercom.
              5. For the Mastercom Consumer Key attribute value, enter the Mastercom consumer key that you obtained from Mastercom.
                You can retrieve the consumer key from the Mastercom Developer Portal.
              6. For the Mastercom Secret Certificate Name attribute value, enter the name of the certificate containing the private keys of Mastercom that you uploaded to Salesforce. See Configure the Endpoint for Mastercom®.
              7. Search for and select FSCTxnDisputeMgmt_ThirdPartyMastercomGetClaimOutputProcessor as the output integration procedure name.
                Here’s a sample integration definition to integrate with Mastercom to retrieve the details for an existing claim, including any pre-arbitration or arbitration cases with which the claim is associated.Apex Class 3
              8. Save your changes and activate the integration definition.
            4. To integrate with Mastercom to retrieve all the documents associated with a pre-arbitration or arbitration case, in a desired format, create another integration definition.
              1. Select Apex Defined as the type.
              2. Enter a name and developer name for the integration definition.
              3. Search for and select disputemanagement.ThirdPartyMastercomGetPreArbitrationCaseDoc_V1 as the apex class.
              4. For the Mastercom Named Credential attribute value, enter the name of the named credential that you created for Mastercom.
              5. For the Mastercom Consumer Key attribute value, enter the Mastercom consumer key that you obtained from Mastercom.
                You can retrieve the consumer key from the Mastercom Developer Portal.
              6. For the Mastercom Secret Certificate Name attribute value, enter the name of the certificate containing the private keys of Mastercom that you uploaded to Salesforce. See Configure the Endpoint for Mastercom®.
              7. Enter ORIGINALas the attribute value for the Get File Format Name attribute.
                Here’s a sample integration definition to integrate with Mastercom to retrieve all the documents associated with a pre-arbitration or arbitration case, in a desired format.Apex Class 4
              8. Save your changes and activate the integration definition.
            5. To integrate with Mastercom to retrieve the status of documents associated with a specific list of cases, create another integration definition.
              1. Select Apex Defined as the type.
              2. Enter a name and developer name for the integration definition.
              3. Search for and select disputemanagement.ThirdPartyMastercomGetPreArbtDocUploadStatus_V1 as the apex class.
              4. For the Mastercom Named Credential attribute value, enter the name of the named credential that you created for Mastercom.
              5. For the Mastercom Consumer Key attribute value, enter the Mastercom consumer key that you obtained from Mastercom.
                You can retrieve the consumer key from the Mastercom Developer Portal.
              6. For the Mastercom Secret Certificate Name attribute value, enter the name of the certificate containing the private keys of Mastercom that you uploaded to Salesforce. See Configure the Endpoint for Mastercom®.
              7. For the Get Case Type attribute value, enter Pre-Arbitration.
                Here’s a sample integration definition to integrate with Mastercom to search for the status of documents associated with a specific list of cases.Apex Class 5
              8. Save your changes and activate the integration definition.
            6. To integrate with Mastercom to act on a case filing, for example, to escalate a pre-arbitration case to arbitration, create another integration definition.
              1. Select Apex Defined as the type.
              2. Enter a name and developer name for the integration definition.
                Note the developer name and use it when you create a stage management plan for initiating pre-arbitration or arbitration.
              3. Search for and select disputemanagement.ThirdPartyMastercomEscalatePreArbitrationCase_V1 as the apex class.
              4. For the Mastercom Named Credential attribute value, enter the name of the named credential that you created for Mastercom.
              5. For the Mastercom Consumer Key attribute value, enter the Mastercom consumer key that you obtained from Mastercom.
                You can retrieve the consumer key from the Mastercom Developer Portal.
              6. For the Mastercom Secret Certificate Name attribute value, enter the name of the certificate containing the private keys of Mastercom that you uploaded to Salesforce. See Configure the Endpoint for Mastercom®.
              7. Search for and selectFSCTransactionDisputeManagement_ThirdPartyMastercomEscalateCaseas the input integration procedure name.
                Here’s a sample integration definition to integrate with Mastercom to act on a case filing, for example, to escalate a pre-arbitration case to arbitration.Apex Class 6
              8. Save your changes and activate the integration definition.
             
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