Capture initiator details form

reference brazil Updated Sep 10, 2026 1 min read capture-initiator-details-form.md
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The Capture initiator details form enables you to collect the complaint requester details for an Customer Dispute Management (CDM) case.

Field

Description

Consumer

Consumer who submitted the complaint.

Contact

Contact of the business customer who submitted the complaint.

Account

Business customer who submitted the complaint.

Complaint submitted by

Type of complaint stakeholder. Select one of the following.- Customer

Consumer or business customer.

  • Legal guardian

A person legally authorized to act on behalf of another individual in raising or managing a complaint.

  • Legal firm

A law firm that represents a party in handling a complaint.

  • Regulatory

A statutory authority that oversees compliance and investigate or act on complaints.

  • External user

Any external user.

Initiator name

Name of the complaint stakeholder.Note: If Customer is selected in the Complaint submitted by field, the field label changes to Name.

Preferred contact method of initiator

Mode of communication with the complaint stake holder.Note: If Customer is selected in the Complaint submitted by field, the field label changes to Preferred mode of communication.

Initiator email id

Email id of the complaint stakeholder.Note: If Customer is selected in the Complaint submitted by field, the field label changes to Email id.

Initiator mobile number

Mobile number of the complaint stakeholder.Note: If Customer is selected in the Complaint submitted by field, the field label changes to Mobile number.

Initiator address

Address of the complaint stakeholder.Note: If Customer is selected in the Complaint submitted by field, the field label changes to Address.

Regulatory body name

Name of the third party regulatory body based on the location.Note: This field is available when you select Regulatory in the Complaint submitted by field.

Intake channel

Channel through which the complaint progress must be communicated.Note: This field is available when you select Regulatory in the Complaint submitted by field.

External reference number

Reference number related to your complaint.Note: This field is available when you select Regulatory in the Complaint submitted by field.

**Related topics**

Create a Customer Dispute Management case

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