Reduce manual data entry by connecting directly to leading payment networks. Capture every transaction detail with a single, unified intake form that works for all major card types. Collect specific information for Automated Clearing House (ACH) disputes with a guided questionnaire. Submit disputes for unlisted transactions, and retain your selections as you move through the intake form. Speed up the dispute stage setup process with pre-configured stage definition templates.
- Manage the Complete Visa Dispute Lifecycle in One Place
Reduce data entry errors and centralize dispute resolution operations with the Transaction Dispute Management integration to Visa Resolve Online (VROL). Handle both Visa allocation and collaboration dispute flows, and cover complex arbitration stages, directly in Salesforce. Protect customers from fraudulent transactions and avoid manual data transfer between systems with this integration. - Unify Your Card Dispute Intake Process
Capture disputes for both Visa and Mastercard transactions with the same intake form. Avoid switching between multiple systems for card transactions. Create accurate dispute cases with a prebuilt Visa-compliant questionnaire specific to each dispute reason. Review all captured details in the summary screen for final verification. - Expand Your Dispute Intake to ACH Transactions
Collect detailed information from the start for Automated Clearing House (ACH) disputes. Extend the prebuilt guided dispute intake form to capture ACH disputes alongside card transactions. The intake form includes specific questions tailored for ACH cases to reduce data entry errors. - Increase Dispute Intake Flexibility for Service Representatives
Service representatives can now create transactions directly in the dispute intake form for immediate dispute submission. This flexibility expands dispute coverage to transactions that aren't available for selection, such as those transactions not yet recorded in the core banking system. - Strengthen Dispute Cases with Supporting Transaction Evidence
Support dispute specialists to prove that a disputed charge is inconsistent with a cardholder’s normal purchase behavior or part of a fraudulent trend. Build a clear history before the dispute case moves to pre-arbitration by associating past, settled transactions as reference to the current Visa dispute. - Accelerate Mastercard Dispute Stage Setup with a Prebuilt Template
Set up a compliant dispute process quickly by using the new stage management template for Mastercard. The template auto-populates the stage definition with preconfigured steps and transitions. The steps automatically point to the correct Omniscripts and integration definitions to eliminate manual mapping errors.