Overview

During onboarding, Forter needs to understand which types of post-purchase evidence your business can provide in response to chargebacks. This enables Forter to:

• Tailor our recommendation engine to your data availability
• Streamline integration with your OMS, CRM, and returns platform
• Avoid delays when evidence is required for representment

Evidence Availability Checklist

Forter supports a range of post-purchase evidence types, such as:

• Proof of delivery or tracking information
• Refund history
• Order confirmation details
• Customer service interactions
• Usage logs or fulfillment records

Some of these may reside in your:

• Order Management System (OMS)
• Customer Relationship Manager (CRM)
• Returns Platform
• Or other business systems

Let us know which evidence types are available so we can configure your integration accordingly.

What You Need to Do

1. Download the Evidence Checklist Worksheet
2. Review each evidence type and mark whether it is available to Forter
3. Share the completed worksheet with your Forter onboarding contact via email or during a working session

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This is a one-time setup. You can update your available evidence list later if systems or data sources change.

What Happens Next

After we receive your checklist, Forter will:

• Update your integration to expect only the evidence types you support
• Configure our internal recommendation engine to delay or suppress disputes if critical evidence is missing
• Guide you through any API, S3, or portal-based workflows to submit evidence when requested