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Assign Transaction Dispute Management Permissions to User

Assign the relevant permission sets, and configure object and field-level security for the Case object and other dispute-related objects. These settings authorize users to capture dispute details, see merchant alerts, and initiate chargebacks.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration
To set field-level security and to edit object permissions:

Manage Profiles and Permission Sets

AND

Customize Application
  1. Assign permission sets.
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Click a user’s name.
    3. In Permission Set Assignments, click Edit Assignments.
    4. From Available Permission Sets, select and add OmniStudio User, Industry Service Excellence, Financial Services Cloud Standard, and Financial Services Cloud Extension or FSC Service permission sets.
    5. Save your changes.
  2. Update field-level security.
    1. In Setup, go to Object Manager.
    2. Locate each of the objects listed in this task and click Fields & Relationships.
    3. For each object and field, update the field-level security as shown in this table for all the profiles that use Transaction Dispute Management.
      OBJECT FIELD FIELD-LEVEL SECURITY
      Case Case Source For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
      Account Name
      Dispute Account For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
      Actual Amount
      Approved Amount
      Assessment
      Card Cancellation Requested
      Card Reissue Requested
      Case
      Description
      Dispute Subtype
      Dispute Type
      Disputed Amount
      Financial Account
      Received Date
      Status
      DisputeItem Approved Provisional Credit

      For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.

      These fields are read-only by default, and are populated by an external system that integrates with Transaction Dispute Management.

      • Transaction ID
      • Transactions API Search Result
      • Transactions API Clearing And Settlement Result
      • Transactions API Authorization Result
      Card Last Four Digit
      Card Six Digit BIN
      Dispute
      Disputed Amount
      Enrichment Provider
      Fund Flow Direction
      Merchant Address
      Merchant Category
      Merchant Description
      Merchant Logo URL
      Merchant Name
      Merchant URL
      Provisional Credit Approver
      Provisional Credit Date
      Provisional Credit Status
      Receiver BIN
      Sender BIN
      Status
      Transaction Amount
      Transaction Code
      Transaction Currency Code
      Transaction Date
      Transaction Description
      Transaction ID
      Validation Outcome
      Validation Outcome Reason
      Claim Identifier
      Transaction Clearing Identifier
      Transaction Authorization Identifier
      Transactions API Search Result
      Transactions API Clearing And Settlement Result
      Transactions API Authorization Result
      Payment Network
      Clearing Merchant Name
      Card Present
      Dispute Reason
      Card Type
      Acquirer Reference Number
      Payment Network Transaction Identifier
      Transaction Search Extended Result
      Transaction Details
      Merchant Details
      Payment Network Fraud Report Identifier
      Payment Network Fraud Category
      Payment Network Fraud Type
      Payment Network Case Type
      Transaction Group Identifier
      Transaction Data Source
      DisputeItemMerchantAlert Alert Delivery Status For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
      Alert Delivery Status Description
      Alert Identifier
      Dispute Item
      Disputed Transactions Batch Identifier
      Disputed Transactions Batch Status
      Outcome
      Outcome Description
      Outcome Update Date Time
      Refund Status
      Source
      Type
      DisputeItemChargeback Dispute Item

      For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.

      These fields are read-only by default, and are populated by an external system that integrates with Transaction Dispute Management.

      • Chargeback Identifier
      • Chargeback Reference Number
      Chargeback Identifier
      Transaction Settlement Date
      Status
      Status Update Date Time
      Document Required
      Type
      Description
      Partial Chargeback
      Card Brand
      Refund Received
      Chargeback Reference Number
      Document Status
      Reject Reason
      Dispute Reason
      Chargeback Amount
      Chargeback Created Date
      Chargeback Amount Currency
      Chargeback Response
      Chargeback Response Reason
      DisputeReason Reason Code For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
      Reason Code Name
      Reason Subcode
      Reason Subcode Name
      Description
      Payment Network
      Card Type
      Active
      Reason Code Type
      Reason Code Subtype
      Reason Code Valid From Date
      Reason Code Valid To Date
      Document Required
      DisputeQueueJobRun Start Date Time For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
      End Date Time
      Retrieved Claim Count
      Retrieved Page Count
      Queue Name
      Status
      Flow Interview
      Job Run Information
      DisputeItemQueueResponse Dispute Queue Job Run For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
      Dispute Item
      Queue Name
      Queue Response
      Response Processing Status
      DisputeItemArbitration Amount For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
      Description
      Dispute Item
      Dispute Reason
      Document Upload Status
      External Case Identifier
      Escalted
      Reason Code Updated
      Memo
      Reason Code Update Reason
      Role
      Status
      Type
      Arbitration Response
      Reject Reason
      Appeal
      Favored Party
      Withdrawn By
      Arbitration Amount Currency Code
  3. Assign object permissions.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Click the profile that you’re editing, and click Edit.
    3. Under Standard Object Permissions, locate these objects and assign the Read, Create, Edit, and View All Records permissions.
      OBJECT
      Cases
      Disputes
      Dispute Items
      Dispute Item Merchant Alerts
      Dispute Item Chargebacks
      Dispute Reasons
      Dispute Queue Job Runs
      Dispute Item Queue Responses
      Service Catalog Requests
      Service Catalog Item Dependencies
      Service Catalog Request Related Items
      Document Checklist Items
      Assessments
      Assessment Questions
      Assessment Question Responses
      Dispute Item Arbitrations
    4. Save your changes.
    5. Repeat these steps for other profiles that are relevant for dispute intake or fulfillment.