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Configuring documents at the reason code level

Updated on March 21, 2023

The standard documents required by MasterCard are already preconfigured in default reason code rules. Use the reason code rule form to configure the reason code rules to include any additional and outbound documents required for your implementation.

Pega Smart Dispute for Issuers Implementation Guide
  1. In the Dev Studio header search field, search for and open the reason code for which you want to configure documents.
    For example: RC 4853 CC1
  2. Click Save as.
  3. In the Apply to field, enter the appropriate class name.
  4. In the Add to ruleset list, click a ruleset name and version.
  5. Click Create and open.
  6. Click the Documents tab.
  7. In the Additional documents section, add an additional document by clicking the Add icon and enter the required values.
    Note: If the document is required based on specific answers to ancillary questions, you can use the Condition field to set an appropriate When rule.
  8. In the Outbound documents section, add an outbound document by clicking the Add icon and enter the required values.
  9. Click Save.

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