Cases

Every action and every change, recorded.

The action log holds every action taken or refused. The audit log holds every change people made. Nothing goes unrecorded.

The action log

Every refund, cancellation, dispute response and handoff, with amount, status, reason and policy version. Filter by type, status, source and date.

  • Every action, taken or refused
  • Type, status, source filters
  • Policy version on every row
Action log: each decision with its amount, status, reason, policy version and a link to its case.
Illustrative example, not real data

From a row to its decision

A row opens its case at that decision. Each action is recorded before the provider call, with a key that makes retries safe.

  • Opens the decision
  • Recorded before the call
  • Never carried out twice
Case #340Refund · €29.00● Executed

Refunded €29.00 to Visa •• 4242. Requested in chat by a customer verified through your site’s signed login. Decided under policy v12.

  1. ✓

    The workspace is live and not stopped

    No emergency stop, no operator hold

    step 1
  2. ✓

    Charged 14 Oct, requested 16 Oct

    Refund window: 30 days

    step 4
  3. ✓

    €29.00 is under the automatic limit

    Limit: €100.00 per refund

    step 5
  4. ✓

    First refund for this customer in 30 days

    Limit: 3 refunds

    step 6
Policyv12
Sourcechat
Providerre_3Q…
Illustrative example, not real data

The audit log

Who changed the team, keys, secrets, stops, policies, connections and exports, and when. It cannot be edited.

  • Who did what, and when
  • Filter by action and person
  • Cannot be edited
Audit log: who changed what in the workspace and when.
Illustrative example, not real data

Start with low limits. Raise them when the record shows it works.

Start in test mode, run your policy against your own history, and go live when the results meet your standards.

  1. 1A test workspace on your provider’s test mode
  2. 2Your past requests replayed against your policy
  3. 3Live with low limits, raised as the record allows