Dispute management

Configuration Steps for starting the Dispute Management

1. Create RMS ID :

RMS : Record Management System.

The RMS ID controls the visibility of the various elements for a dispute case and the element types which can
be used

2. Create Element Type :

A new element type can be created or modified. There are three tabs, Properties, Connection Parameter
value and Classification

3. Create Attribute Profile :

The attribute profile allows to define the attributes which can be used on a dispute case. All these parameters
are defined in an attribute profile. The system also provides the flexibility to set up the maintenance and
display properties for each of the attribute. The standard attribute profile is FIN_DISP.

In the above attribute profile, you can see the various attributes which are available. You can add your own
attributes as well and set the maintenance and display usage of each of the attribute. There are three steps
involved in defining an attribute. They are:

a. Attribute Profile
b. Attribute Priority
c. Escalation Reason
 

The steps for attribute profile are already listed above. The path for defining attribute priority are as under:
4. Case Search Profile :
A case search profile allows to search for a dispute case. Defining a case profile allows to define the layout for
case search, fields for selection screen and fields which can be modified. FIN_LOC is the most common case
search profile. For a case search profile to be used, it is assigned to a case type. Once the case search profile is
assigned to a case type, the parameters of a case search profile flow into a dispute case, based on the case type
used.
5. Function Profile :
The function profile defines what kind of functions or activities can be performed for a dispute case.  Once the
dispute case is created, the allowed functions are called up depending on the case type used for creation of
Dispute Case.
6. Text Profile :
The next step in the configuration for Dispute Management is to create the text id. The Text Id are grouped
together in a text profile. The text profile is in turn assigned to the Case Type. The text id define a heading for a
note which defines its purpose and use.
7. Status Profile 

The status profile specifies all the possible status for a dispute case.

8. Number Range Interval

 When a dispute case is created, a dispute case number is automatically assigned. This is controlled
by the assignment of a number range interval to the case type.

9. Case Type 

Every dispute case can be categorized based on case type. This is the central property of a dispute
case and controls key parameters like attributes, status profile, numbering and search. At the time of
creation, a case type needs to be specified.