0
10.1.0
Yokohama, Xanadu, Washington DC, Vancouver
Provides capabilities to manage card dispute lifecycle:
- Improved end-user experience via guided flow and real-time visibility
- Faster time to value and streamlined maintenance
- Decision tables for internal banking policies (write-off thresholds)
Provides capabilities to consolidate requests for a Card Operations team and route them through workflows to the appropriate middle and back-office teams:
- Reduce processing time and increase Customer Satisfaction (CSAT)
- Simplify card blocking and credit limit processes
- Manage credit card openings and closings on one platform
Card dispute management:
- Enables agents to create and manage dispute cases for both personal and business, debit and credit card accounts
- Implements a 4-eyed policy for approval
- Provides landing pages for dispute agents and dispute managers
- Includes preconfigured email templates for sending notification emails
- Offers end-to-end dispute management with Visa, enhancing transparency and faster resolution
Card operations:
- Manages customer credit card requests
- Predefined workflows for:
- New Credit Card
- Increase Credit Limit
- Decrease Credit Limit
- Block Credit Card
- Unblock Credit Card
- Close Credit Card
- Features a dedicated workspace for credit card agents
Removed
- Removed data column 'is_parcelado' from Dispute Intake table.
Changed
- Modified some UI policies, forms, and sections.
- Updated an error message in the client script.
- Installation:
- Financial Services Card Operations is dependent on Financial Services Operations Core, Financial Services Credit Assessment, Financial Services Document Management, and Customer Service.
- Permissions and roles:
- System administrator (admin) role is needed for the installation