Review the pre-arbitration response and create a case filing
Review the merchant’s response to the pre-arbitration and create a case filing.
Before you begin
Role required: sn_bom_credit_card.dispute_agent or sn_bom_credit_card.dispute_agent_connector
About this task
After you receive the merchant’s response for pre-arbitration, the response is updated in the system and the task is moved to closure automatically.
Procedure
-
Navigate to All > Financial Services Operations > Workspace.
-
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
-
In the Lists tab under Card disputes service cases, open the case list.
- For your assigned cases, select Assigned to me.
- For all dispute cases, select All.
-
In the list, select which case you want to work on.
If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
-
Select the transaction ID from the playbook.
The Chargeback stage is initiated for the transaction.
-
Select the Review pre arbitration response and create case filing task.
-
Review the acquirer’s pre-arbitration response details in the Pre arbitration response received field of the record.
You can also view the merchant response as an attachment in the activity stream.
Note: 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.
-
In the Pre arbitration outcome field, select Resolved or Unresolved.
|
Selection |
Result |
|---|---|
|
Unresolved |
the field Do you want to create case filing? is displayed.1. Create a case filing by selecting Yes 2. Specify the amount for the case filing and the reason for the case filing. 3. In the Description, Remarks, and Work notes fields, enter additional details as necessary. 4. Select Continue. 5. Select Submit dispute filing. |
|
Resolved |
|
After the request executes successfully, the transaction state changes to Awaiting External Info. The form is set to read-only mode while you wait on a response. Visa confirms the case filing with an acknowledgment letter.
What to do next
Retrieve the letter by selecting Get acknowledgement letter. The letter can be viewed in the activity stream. You can withdraw the case filing by selecting Withdraw case.
- After a decision by Visa is available, you can access it by selecting Get case filing response.
- The task is automatically closed and the Review case filing response task and appeal are available.
Parent Topic:Collaboration dispute workflow
---
title: Review the pre-arbitration response and create a case filing
description: Review the merchant’s response to the pre-arbitration and create a case filing.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/dispute-management/review-pre-arbitration-response-and-create-case-filing.html
release: brazil
product: Dispute Management
classification: dispute-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Collaboration workflow, Initiate chargeback, Processing a Visa dispute, Managing disputes integrated with Visa, Processing, Use, Dispute Management, Banking applications, Financial Services Operations \(FSO\)]
---
# Review the pre-arbitration response and create a case filing
Review the merchant’s response to the pre-arbitration and create a case filing.
## Before you begin
Role required: sn\_bom\_credit\_card.dispute\_agent or sn\_bom\_credit\_card.dispute\_agent\_connector
## About this task
After you receive the merchant’s response for pre-arbitration, the response is updated in the system and the task is moved to closure automatically.
## Procedure
1. Navigate to **All** > **Financial Services Operations** > **Workspace**.
2. Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).
3. In the **Lists** tab under **Card disputes service cases**, open the case list.
- For your assigned cases, select **Assigned to me**.
- For all dispute cases, select **All**.
4. In the list, select which case you want to work on.
If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting **Assign to me**.
5. Select the transaction ID from the playbook.
The **Chargeback** stage is initiated for the transaction.
6. Select the **Review pre arbitration response and create case filing** task.
7. Review the acquirer’s pre-arbitration response details in the **Pre arbitration response received** field of the record.
You can also view the merchant response as an attachment in the activity stream.
**Note:** 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).
8. In the **Pre arbitration outcome** field, select **Resolved** or **Unresolved**.
<table id="choicetable_inv_t2g_2fc"><thead><tr><th align="left" id="d129532e218">
Selection
</th><th align="left" id="d129532e221">
Result
</th></tr></thead><tbody><tr><td id="d129532e227">
**Unresolved**
</td><td>
the field **Do you want to create case filing?** is displayed.1. Create a case filing by selecting **Yes**
2. Specify the amount for the case filing and the reason for the case filing.
3. In the **Description**, **Remarks**, and **Work notes** fields, enter additional details as necessary.
4. Select **Continue**.
5. Select **Submit dispute filing**.
</td></tr><tr><td id="d129532e273">
**Resolved**
</td><td>
</td></tr></tbody>
</table>
## Result
After the request executes successfully, the transaction state changes to **Awaiting External Info**. The form is set to read-only mode while you wait on a response. Visa confirms the case filing with an acknowledgment letter.
## What to do next
Retrieve the letter by selecting `Get acknowledgement letter`. The letter can be viewed in the activity stream. You can withdraw the case filing by selecting **Withdraw case**.
1. After a decision by Visa is available, you can access it by selecting **Get case filing response**.
2. The task is automatically closed and the **Review case filing response** task and appeal are available.
**Parent Topic:**[Collaboration dispute workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/dispute-management/collaboration-dispute-workflow.md)
| title | Review the pre-arbitration response and create a case filing |
| description | Review the merchant’s response to the pre-arbitration and create a case filing. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/financial-services-operations/dispute-management/review-pre-arbitration-response-and-create-case-filing.html |
| release | brazil |
| product | Dispute Management |
| classification | dispute-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Collaboration workflowInitiate chargebackProcessing a Visa disputeManaging disputes integrated with VisaProcessingUseDispute ManagementBanking applicationsFinancial Services Operations \(FSO\) |