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            Stage Management Plan for Transaction Disputes

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            Stage Management Plan for Transaction Disputes

            Use Stage Management to set up a smooth and efficient process for resolving transaction disputes in each stage of the dispute lifecycle.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            • 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.
            • Create a Stage Definition for Mastercard Transaction Disputes
              Apply the Mastercard-specific workflow whenever a transaction dispute originates from this payment network. Setting up an assignment rule criteria prevent dispute processing errors by matching the correct stage definition to the transaction network type.
            • 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.
            • Configure Stage Assignment Rules for Visa Transaction Disputes
              Apply the Visa-specific workflow whenever a transaction dispute originates from this payment network. Setting up an assignment rule criteria prevent dispute processing errors by matching the correct stage definition to the transaction network type.
            • Example: Stage Management Plan for Mastercard Transaction Dispute Resolution
              Managing the lifecycle of a chargeback process can be complex without a structured system to track the progress and status changes. Use Stage Management to define the stages in a chargeback process. Then, define the transition criteria for the chargeback process to move from one stage to another, and add the steps to be performed when the chargeback process moves to a particular stage.
             
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