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.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Agentforce Financial Services, formerly Financial Services Cloud.
Who: To use this feature, users need the OmniStudio Admin, OmniStudio User, and Financial Services Cloud Extension or FSC Service permission sets.