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Financial Services Card Operations

Financial Services Card Operations

by Service-now.com

Digitize card operations across the front, middle, and back office​

0 installs 0 reviews v14.1.2 Scoped Application Free-ish (consumes 10 tables) 10 tables
Developer Instance Sub-Production

Install Trend

First tracked: 2024-10-30 Latest: 2026-09-09 (0 installs)
View Install Data
Date Install Count Change
2026-09-09 0 -
134 days of no change
2026-04-27 29 -29
174 days of no change
2025-11-03 28 +1
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2025-10-03 27 +1
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2025-05-05 22 +1
79 days of no change
2025-02-14 21 +1
106 days of no change
2024-10-30 19 +2

About

Provides capabilities to manage cards and non-cards (ACH) dispute lifecycle:

- Enhanced user experience through guided workflows and real-time visibility
- Faster time to value and streamlined maintenance
- Decision tables for internal banking policies (write-off thresholds)

Provides capabilities to consolidate requests for Disputes Operations team handling cards and non-cards (ACH) disputes and route them through workflows to the appropriate middle and back-office teams:

- Reduce processing time and increase Customer Satisfaction (CSAT)​
- Simplify credit card blocking and credit ​limit processes ​
- Manage credit card openings and ​closings on one platform

Key Features

Card dispute management:

- Enables agents to create and manage dispute cases for both personal and business, debit and credit card accounts.
- Enables agents to create and manage ACH dispute cases (non-cards) for both personal and business deposit accounts.
- Implements a 4-eyes policy for approval.
- Provides landing pages for dispute agents and dispute managers.
- Includes preconfigured email templates for sending notification emails.
- Offers end-to-end dispute management with Visa, enhancing transparency and faster resolution.

Card operations:

- Manages customer credit card requests.
- Predefined workflows for:
- New Credit Card
- Increase Credit Limit
- Decrease Credit Limit
- Block Credit Card
- Unblock Credit Card
- Close Credit Card

- Features a dedicated workspace for credit card agents.

Version History (20)
v14.1.2 2026-08-07 18:43:51
Fixed Disputes with amounts that exactly match the transaction or receipt difference are no longer incorrectly flagged as invalid due to floating...
v14.0.0 2026-07-09 16:55:54
New Added new questionnaire fields, with updated labels, for Mastercard disputes. Changed The Visa dispute experience has moved from the Playb...
v13.2.0 2026-06-16 16:26:51
Changed: Updated Dispute Intake Questionnaire
v13.1.0 2026-05-05 14:39:20
Changed Updated internal policy rules to evaluate dispute amount directly from the card dispute transaction instead of from the financial transac...
v13.0.2 2026-04-09 15:00:53
New: Added new decision questions, scripts, and macro components to support advanced workflows. Added new UI policies, questions and scripts to a...
v12.2.0 2026-03-12 16:12:45
New: Added relationship script to get the sn_bom_transaction for specific consumer and all financial account this consumer holds. Added ACL roles...
v12.0.9 2026-08-07 18:43:47
Changed Updated the Otto Mark indicator behavior on the ACH and Friendly Fraud common component.
v12.0.7 2026-07-09 16:58:50
New Added new questionnaire fields, with updated labels, for Mastercard disputes
v12.0.5 2026-06-16 16:27:00
Changed Updated the label for the dispute reason option from "Failed travel merchant-intra-eea and domestic european transactions only" to "Faile...
v12.0.4 2026-05-05 14:38:57
New Added new questions for Visa-specific dispute scenarios in the to capture additional information during dispute intake

+ 10 more versions

ID: 11fb1d34737200103fcae6e24ff6a7d7 · Published: Aug 2026 · Updated: Sep 09, 2026