Confirm the outcome and reconcile the balance movement before closing the internal case.
Check the case
- Save the case decision.
- Match returned funds to balance transactions.
- Check the applicable fee treatment.
- Preserve the submitted response and supporting records.
A won case is evidence about that transaction. It does not establish that the same response will work on another complaint.
Prepare the source record
Use the evidence checklist and submission workflow. For writing, see the response guide.