Select Business Policies

Overview Overview

Forter’s Chargeback Recovery solution supports customizable workflows that align with your business priorities and internal dispute strategy. Business policies help determine when and how Forter should initiate representments on your behalf.

This setup ensures operational efficiency and gives your team control over the types of claims to prioritize.

What You’ll Need to Do What You’ll Need to Do

You’ll choose one or more business policy types to guide your chargeback recovery workflow:

• Flow Type & Thresholds
  Define how and when chargebacks should be auto-represented based on dollar amount, transaction source, or other thresholds.

• Supporting Evidence Threshold
  Specify the level of evidence needed before Forter should proceed with a representment.

• Submission Based on Forter’s Recommendation
  Let Forter decide whether to dispute a claim, ask for more evidence, or leave it unchallenged—based on our internal analysis and decision engine.

You can update, remove, or add new business policies at any time by reaching out to your Forter CSM.

How to Submit How to Submit

1. Download the worksheet linked below
2. Select the business policy options that best fit your needs
3. Share the completed worksheet with your Forter point of contact via email or during an implementation call

📘 Download: Chargeback Recovery Business Policies Worksheet