Case Roll Up
___ is the claim reason and type selected during intake.
Dispute Reason
Give one information present under Cardholder Information section.
Cardholder's name
Cardholder's mailing address
Cardholder's email address
Account Details like balance, account#
This tab keeps an audit of completed actions at the Parent Case level.
Audit tab
When you are ready to begin work, you will need to click this button.
Get Next Work
This stage houses the information we captured during claim intake.
Collect stage
True or False: A satisfied regulation date is displayed with a red checkmark.
False (green checkmark)
This reveals all the money movement/balance adjustments for the dispute.
Accounting
This feature prevents other users/analysts from making conflicting changes.
Case Locking Feature
Some claim and dispute types require _____ in order to move forward with recovery.
Documentation
A case tool that allows the analysts to view related cases within the last year.
Related Cases
The ____ section contains data specific to the individual transaction listed.
Disputed Transaction
This icon means that the step has been completed.
Green Checkmark
Dispute stage where most of the automation takes place to make decisions.
Execute Stage
Provide all case assets elements.
Case details, cardholder information, attachments and case tools
This tab shows the customer and intake agents’ description of the dispute.
Questionnaire tab
This icon contains the assignment selected by Get Next Work.
Double Triangle Play Icon
The step that allows the analysts to review the intake information & case assets.
Investigation
Analysts will select this option if a document needs to be attached to the case.
Attach new
This tab shows the information presented to external users.
External Case Status
Assignments in QFD are prioritized based on their ____.
Urgency