Document how your team receives, reviews and submits a dispute response.
Set up the work
- Name the primary and backup owner for each step.
- Define where the deadline and case records live.
- Specify who can approve accepting or challenging.
- Require a saved submission confirmation.
Test the runbook on a real closed case. Find where someone needed information that the process did not supply.
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.