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            Update Omniscript to Collect Chargeback Details

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            3. Financial Services Cloud Admin Guide

            Update Omniscript to Collect Chargeback Details

            Give your dispute case owners a guided process to review the details of a disputed transaction and decide whether to proceed with a chargeback. Update the Omniscript and use it in the Stage Management Plan for initiating a chargeback.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure an Omniscript:

            OmniStudio Admin

            AND

            Financial Services Cloud Standard

            OR

            Financial Services Cloud Extension OR FSC Service
               

            Before you begin:

            1. From the App Launcher, find and select OmniStudio.
            2. In the Omnistudio app, from the navigation bar, select OmniScripts.
            3. In the OmniScripts list view, find and select FSCTransactionDisputeManagement/CaptureInfoToCreateDisputeItmChgbk.
            4. Open version 1 of the Omniscript.
            5. Create a clone of the Omniscript.
            6. In the cloned version, locate the Provide Additional Details step.
            7. In the Omniscript's Build panel, expand the OmniScripts section.
            8. Drag the FSC/TransactionDisputeManagementAssessmentQuestionnaire Omniscript to the canvas above the Provide Additional Details step.
              Important
              Important Make sure that version 2 of the FSC/TransactionDisputeManagementAssessmentQuestionnaire Omniscript is active.
            9. Remove the Provide Additional Details step from the Omniscript.
            10. Select the TransactionDisputeManagementAssessmentQuestionnaire step.
            11. In the Omniscript’s Properties panel, expand the Conditional View section.
            12. Select Show Element if True as the condition type.
            13. In the View Condition box, select Show Element if True.
            14. Select All Conditions Are Met.
            15. Enter ChangeReasonCode as the field, select Equal To as the operator, and enter Yes as the value.
              Note
              Note If the reason code or reason subcode was updated during chargeback creation, then when you set this condition, it shows an assessment questionnaire to dispute case owners.
            16. Save your changes.
            17. To test the Omniscript behavior, preview your Omniscript.
            18. Activate the Omniscript.
             
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