Processing a Visa card dispute
A dispute case moves through Initiate, Processing, and Closure stages. The case playbook displays disputed transaction details, including customer information, dispute amount, card details, merchant, transaction state, and activity SLA.
After a dispute case is submitted, all disputed transactions are displayed in the case playbook. Each transaction can be viewed in a separate Dispute Workspace, which displays all the details of the transaction. The dispute transaction progresses through these stages: Investigate, Chargeback, and Complete. To open a transaction in the Dispute Workspace, select the transaction number.
- Each transaction progresses through a series of steps, during which a corresponding sequence of tasks is generated. The tasks are displayed in Tasks.
- The Open tab displays the tasks open along with the SLA and State.
- The Short description provides a preview of the task. Select the task to view its details.
- The Closed tab displays all the tasks that have been closed.
- The activity stream for the transaction is displayed below the task.
- The dispute transaction and financial transaction details are displayed in Disputed transaction details and Financial transaction details widget.
- The Attachments displays files attached to the case. If Card Data Security is installed and configured, Attachments in the contextual side panel will handle files differently in transaction records. For more information, see Manage attachments in Card Data Security.
Note: The case reaches the Closure stage only after all transactions under it attain the Complete status.
- Investigate stage
The Investigate stage of the card dispute includes activities such as issuing provisional credit, reviewing participating merchant alerts, and investigating the transaction. - Chargeback stage
This stage enables you to report fraud, initiate chargeback, associate dispute transactions, and review merchant representment evidence, create and review pre-arbitration, and case filing. Visa transactions comprises of two workflows for pre-arbitration and arbitration: collaboration workflow and allocation workflow.
Parent Topic:Managing disputes integrated with Visa
Related topics
--- title: Processing a Visa card dispute description: A dispute case moves through Initiate, Processing, and Closure stages. The case playbook displays disputed transaction details, including customer information, dispute amount, card details, merchant, transaction state, and activity SLA. locale: en-US canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/dispute-management/processing-a-dispute-case.html release: brazil product: Dispute Management classification: dispute-management topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Managing disputes integrated with Visa, Processing, Use, Dispute Management, Banking applications, Financial Services Operations \(FSO\)] --- # Processing a Visa card dispute A dispute case moves through **Initiate**, **Processing**, and **Closure** stages. The case playbook displays disputed transaction details, including customer information, dispute amount, card details, merchant, transaction state, and activity SLA. After a dispute case is submitted, all disputed transactions are displayed in the case playbook. Each transaction can be viewed in a separate **Dispute Workspace**, which displays all the details of the transaction. The dispute transaction progresses through these stages: **Investigate**, **Chargeback**, and **Complete**. To open a transaction in the **Dispute Workspace**, select the transaction number. - Each transaction progresses through a series of steps, during which a corresponding sequence of tasks is generated. The tasks are displayed in **Tasks**. - The **Open** tab displays the tasks open along with the SLA and State. - The **Short description** provides a preview of the task. Select the task to view its details. - The **Closed** tab displays all the tasks that have been closed. - The activity stream for the transaction is displayed below the task. - The dispute transaction and financial transaction details are displayed in **Disputed transaction details** and **Financial transaction details** widget. - The **Attachments** displays files attached to the case. If Card Data Security is installed and configured, **Attachments** in the contextual side panel will handle files differently in transaction records. For more information, see [Manage attachments in Card Data Security](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/dispute-management/manage-attachments-in-card-data-security.md). **Note:** The case reaches the **Closure** stage only after all transactions under it attain the **Complete** status. - **[Investigate stage](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/dispute-management/investigate-stage.md)** The **Investigate** stage of the card dispute includes activities such as issuing provisional credit, reviewing participating merchant alerts, and investigating the transaction. - **[Chargeback stage](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/dispute-management/chargeback-stage.md)** This stage enables you to report fraud, initiate chargeback, associate dispute transactions, and review merchant representment evidence, create and review pre-arbitration, and case filing. Visa transactions comprises of two workflows for pre-arbitration and arbitration: collaboration workflow and allocation workflow. **Parent Topic:**[Managing disputes integrated with Visa](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/dispute-management/work-on-a-dispute-case-integrated-with-visa.md) **Related topics** [Summarize a dispute or claims case with case summarization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/dispute-management/summarize-case-using-now-assist-fso.md)
| title | Processing a Visa card dispute |
| description | A dispute case moves through Initiate, Processing, and Closure stages. The case playbook displays disputed transaction details, including customer information, dispute amount, card details, merchant, transaction state, and activity SLA. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/financial-services-operations/dispute-management/processing-a-dispute-case.html |
| release | brazil |
| product | Dispute Management |
| classification | dispute-management |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Managing disputes integrated with VisaProcessingUseDispute ManagementBanking applicationsFinancial Services Operations \(FSO\) |