# Chargeback Recovery

## [Overview](https://docs.forter.com/i6WmbXpYnqwhOm2YugRwL#overview) Overview

Forter’s **Chargeback Recovery** solution helps merchants automate and streamline the chargeback dispute process. Integration is structured around two primary components:

1. **Submit disputes**  
   Forward chargeback or other claim details to Forter, enabling us to match each claim to the original transaction and determine the appropriate response.

2. **Provide evidence upon Request**  
   When Forter recommends disputing a chargeback, merchants are asked to submit supporting documentation to build a compelling case for representment.

## [Integration Workflow at a Glance](https://docs.forter.com/i6WmbXpYnqwhOm2YugRwL#integration-workflow-at-a-glance) Integration Workflow at a Glance

### [Initial Setup](https://docs.forter.com/i6WmbXpYnqwhOm2YugRwL#initial-setup) Initial Setup

To enable chargeback recovery, merchants must:

- **Forward claims to Forter**  
  Using one of the supported methods (webhook, API, S3, or third-party integration).

- **Establish processor access**  
  So Forter can submit representments on your behalf when applicable.

- **Provide available evidence types**  
  Types of post-purchase evidence your business can provide in response to chargebacks (e.g., proof of delivery, customer correspondence, etc.).

- **Upload static evidence**  
  General pieces of evidence reused across all your disputes (e.g., logo, purchase flow, terms and conditions).

- **Select business policies**  
  Proving Forter your business strategy so we can tailor our recommendations and dispute flows to your business needs. (e.g., dollar amount thresholds, evidence you can provide, level of automation)

### [Handling Individual Claims](https://docs.forter.com/i6WmbXpYnqwhOm2YugRwL#handling-individual-claims) Handling Individual Claims

Once initial set up is complete, and when Forter determines that a chargeback should be disputed, we’ll request additional evidence from you. We will notify you by either:

- **Portal Flag**: In the portal, in the Chargeback Recovery tab, it will show you what evidence is missing per chargeback and request you upload it.

- **Request for evidence webhook**: Technical integration required; Forter notifies you of the evidence needed via webhook, and you can reply back with our Evidence APIs.

When a specific claim requires additional evidence, merchants can respond in one of the following ways:

- **Via Forter Portal**  
  Manually upload documents directly to the relevant claim.

- **Via S3 + Evidence API**  
  Upload evidence files to your S3 bucket and notify Forter through the Evidence API.