Give a high-value case enough review time to reconcile the agreement, delivery and payment history.
Set up the work
- Identify the complete order and any staged payments.
- Review signed terms and approved changes.
- Collect delivery, installation or acceptance records.
- Assign an approver for the response and any proposed resolution.
A high amount does not make weak evidence stronger. Escalate contractual or legal questions to the appropriate specialist.
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.