Forter Chargeback Recovery offers flexibility and customization that tailors to your business needs, priority, and chargeback management strategy. You can choose one or more of these Representment workflow types. The goal is to streamline chargeback management operations and ensure analyst teams can effectively prioritize claims.

Step 4: Select Business Policies

What we need from you

We have 3 business policies that allow for you to chose from:

1. Flow Type & Thresholds
2. Supporting Evidence Threshold
3. Submission Based on Forter’s Recommendation

Provide Forter with the one or more business policies you would like to implement into your chargeback recovery workflow. You can update, remove, or add new business policies at any time by reaching out to your CSM.

In the link below, you will find the options you are required to select from. Please download and fill out the worksheet below to clearly indicate the chargeback business policies you'd like to implement. You can share your selections with your Forter point of contact via email or in a meeting.

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Select Business Policies Worksheet ➡️ Chargeback Recovery Business Policies