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            Set Up Transaction Dispute Management as a Self-Service Process

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            3. Financial Services Cloud Admin Guide

            Set Up Transaction Dispute Management as a Self-Service Process

            Configure a self-service portal using the Financial Services Client Portal template to give your customers a self-guided process to raise disputes related to their financial transactions.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Before you begin, ensure you’ve set up the Transaction Dispute Management service process. See Transaction Dispute Management Setup and Configuration.

            1. Configure the Transaction Dispute Management service process for self-service on the Financial Services Client Portal. Complete all the steps in Configure Self-Service for Retail Banking Service Processes.
            2. Assign user permissions to access Named Credentials and External Credentials needed for secured access to transaction enrichment providers.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Edit the cloned community user profile.
              3. Scroll down to locate the Administrative Permissions section and then select Allows users to modify Named Credentials and External Credentials.
              4. Save your changes.
             
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