Keep records that answer the actual claim and make their limits visible.
Set up the work
- Check that every record belongs to the transaction.
- Confirm dates, amounts and identifiers.
- Open files to check legibility.
- Remove assertions the source records do not support.
More pages can make the response harder to review. Explain the relevance of each included record and preserve contradictory facts.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.