Key Terms
Chargebacks
Tickets
Reports
100

What does Visa RDR do?

Auto-resolves disputes under set conditions such as low-dollar chargebacks

100

When a Merchant gets a chargeback or retrieval request, how are they notified?

Email notification from the Dashboard

100

What buttons can be toggled on or off for user visibility in tickets?

Depending on permissions, an "eye" button can toggle visibility for merchants or agents

100

List 3 reports available under the Reporting Tab:

  • Authorizations
  • Batches
  • Payouts
  • Chargebacks
  • Statements
  • Risk (Agents and Staff view only)
  • Reserve
  • ACH Rejects
  • Other
200

What do retrievals mean in relations to chargebacks?

Requests from the customers bank for more information about a transaction, that is typically sent before a chargeback

200

In the history and updates column, what does the Attention column indicate?

Time remaining to respond

200

What logs are available in the tickets page?  

Ticket log and email log

200

Where can an Agent pull monthly statements for a merchant?

Monthly statement report in other reporting

300

List an Account Change:

Bank account 

Pricing update

Company information

300

In the history and updates column, what is the difference between date loaded and date created?

Date loaded is the date the chargeback was loaded into the system, date created is when the chargeback was initiated.

300

 What functionality allows sorting/categorizing of tickets?

Ticket Tags

300

What report shows volumes for previous month, current month, and forecasted volumes?

Portfolio Payment Report 

400

How do we determine the knowledgebase link we share with agents? 

*BONUS: List all 4 Knowledgebases available for agents 

Based on their white label 

Bonus: 

Maverick

Unbranded

Coastal Pay

Deposyt

400

Once a Chargeback receives an update, the chargeback will receive a ______________.

new Chargeback Case ID number

400

Where can we find the status of a MID in the tickets page?

Ticket summary button

400

What report is beneficial for monitoring processing ratios?

Active Risk Level Monitoring