The Payment Operations Management solution is implemented using multiple connected platform capabilities — forms, workflow, views, reports, dashboards, and notifications. Each capability supports a specific requirement within the payment operations process.
| Platform Capability | Modules Created | Purpose |
|---|---|---|
| Forms | Reconciliation Exception Form, Chargeback Case Form, Refund Request Form | Captures exceptions, disputes, and refund requests, and routes each for resolution |
| Workflow | Chargeback Lifecycle, Refund Approval Workflow | Routes disputes and refunds through approval and resolution stages |
| Views | Transaction Tracking Board, Chargeback Case Board, Reconciliation Exception Queue | Displays every transaction's and case's progress across stages |
| Reports | Settlement Reports, Reconciliation Match Report | Displays settlement, spend, and match details |
| Dashboard | Payments Ops Dashboard | Displays GMV, success rate, pending settlements, and open disputes in one view |
| Notifications | TAT & Settlement Alerts | Notifies operations teams and customers when a case changes stage or a TAT is at risk |