Order open cases by deadline, missing evidence and the decision needed next.
Set up the work
- Display the processor due date and internal review time.
- Name the owner and backup.
- Mark missing documents and their source.
- Separate ready-to-submit cases from cases awaiting approval.
A queue status is a work record. Confirm final submission in the processor rather than assuming that a moved card means the response was sent.
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.