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Workflow rules let you customize how Decisionly handles cases during the filing process.

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How Workflow Rules Work

When you file a case or claim, Decisionly runs and applies your workflow rules to determine what action to take. Workflow rules can:
  • Flag cases for manual review - Route cases to a review queue when conditions aren’t met
  • Auto-accept - Automatically close cases that can’t be filed
  • Auto-reject - Automatically reject cases based on your criteria
  • Auto-file - Automatically file cases that meet your criteria

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Integration with Validations

Workflow rules can act on the results of Decisionly’s validation checks:

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Fraud Validations

When Decisionly detects that a fraud case cannot be filed (e.g., 3D Secure authenticated transactions), you can configure rules to automatically handle these cases. For example, auto-accept liability when chargeback rights don’t exist. See Fraud Validations for the complete list of checks.

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Chargeback Conditions

Decisionly uses AI to analyze whether chargeback conditions are met and whether uploaded documentation is valid. You can configure rules to:
  • Flag cases for review when chargeback conditions aren’t met
  • Flag cases for review when documentation is invalid or missing
See Chargeback Conditions for details on what’s analyzed.

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Configuring Workflow Rules

Workflow rules are configured in your Decisionly dashboard. You can create rules based on:
  • Case attributes (dispute reason, amount, merchant category)
  • Validation results (fraud checks, conditions review, documentation review)
  • Custom fields

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Common Workflow Rule Examples

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Auto-Accept

Automatically accept liability when a fraud case cannot be filed due to validations (e.g., 3DS authenticated), reducing manual effort on ineligible disputes.

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Manual Review

Flag cases for manual review when required chargeback conditions aren’t detected when uploaded evidence is marked as invalid or irrelevant by the AI review, ensuring you only file strong cases.

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Auto-File

Automatically file cases that meet all required conditions and have valid documentation, streamlining your workflow for clear-cut disputes.