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Fee Dispute

Customer fee dispute investigation and resolution

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: fee dispute customer-service refund

Workflow Diagram​

Steps​

Step 1: Receive dispute​

Agent: customer

service-specialist - Log fee complaint

Step 2: Review history​

Agent: operations

analyst - Research fee charges

Step 3: Analyze validity​

Agent: customer

service-specialist - Assess dispute merit

Step 4: Determine action​

Agent: customer

service-specialist - Decide on refund

Step 5: Process adjustment​

Agent: operations

analyst - Apply fee reversal

Step 6: Notify customer​

Agent: notification

specialist - Communicate decision

Step 7: Document resolution​

Agent: customer

service-specialist - Record outcome

Usage​

To execute this workflow:

/workflow industry/financial-services/fee-dispute.workflow

See other workflows in this category for related automation patterns.