diff --git a/select/missing-transaction-requests.md b/select/missing-transaction-requests.md index 0b69d18..1ad2874 100644 --- a/select/missing-transaction-requests.md +++ b/select/missing-transaction-requests.md @@ -244,7 +244,244 @@ fileName:missing-transaction-request-failed.json ## Dashboard Support -> **🚀 Coming Soon:** Dashboard support for Missing Transaction Requests is currently in development. Please watch this space for updates on the dashboard extension. +The Missing Transaction Requests feature is fully available in the Fidel Dashboard, providing a user-friendly interface for creating, tracking, and managing your transaction lookup requests without writing code. + +### Video Walkthrough + + + +--- + +### Dashboard Features + +The dashboard interface provides several powerful capabilities: + +#### 🔍 **Direct Network Lookup** +Submit requests directly from the dashboard UI to query card networks for missing transactions. + +#### 📊 **Real-time Status Tracking** +Monitor the progress of all your requests with clear visual status indicators in a centralized list view. + +#### ✅ **Automatic Validation** +The creation form validates card IDs and location IDs in real-time, showing matched card and location details as you type. + +#### 🎯 **Matched Transaction Display** +When transactions are found, click on successful requests to view detailed results including merchant identifiers (MIDs), amounts, dates, and network settlement data. + +#### 📤 **Bulk Export** +Export your missing transaction requests and results in CSV or JSON format for reporting and analysis. + +#### 🔄 **MID Onboarding Integration** +Directly onboard merchant identifiers (MIDs) from matched transactions to streamline your location setup—no need to switch between tools. + +#### 🕐 **90-Day Retention** +Requests are automatically retained for transactions within the past 90 days, ensuring clean and relevant data. + +--- + +### How to Access the Dashboard + +1. **Navigate**: From the main dashboard menu, click on **Transactions** → **Missing Requests** +2. **Direct URL**: Navigate to `/missing-transactions` in your dashboard +3. **Sidebar**: The feature appears as a nested item under the Transactions section when viewing transaction-related pages + +![Missing Transaction Requests List View](https://docs.fidel.uk/assets/images/mtr-list.png "MTR List view") + +*Screenshot: Missing Transaction Requests list page showing requests with status indicators, filters, and action buttons* + +--- + +### Creating a Request in the Dashboard + +#### Prerequisites +Before creating a request, you'll need: +- ✅ Valid **Card ID** (must be a card linked to your program) +- ✅ **Transaction date** (within the past 3 months for Visa/Mastercard, 30 days for Amex) +- ✅ **Transaction amount** (exact amount in the card's currency) +- ✅ **Location ID** (Fidel location where the transaction occurred) + +#### Step-by-Step Guide + +**1. Open the Create Form** + +Click the **"Create Missing Transaction Request"** button in the top-right corner of the Missing Transaction Requests page. + +![Create Request Form](https://docs.fidel.uk/assets/images/mtr-create.png "Create Request Form") + +*Screenshot: Create Missing Transaction Request drawer form with card ID, transaction date, amount, and location ID fields* + +**2. Enter Card Details** + +- **Card ID**: Paste or type the full Card ID (UUID format) +- **Real-time validation**: As you type, the system validates the card +- **Visual confirmation**: When valid, you'll see card details (scheme icon and last 4 digits) +- **Error handling**: Invalid card IDs display an error message immediately + +**3. Select Transaction Date** + +- **Date picker**: Choose the date when the transaction occurred +- **Constraint**: Only dates within the allowed timeframe are selectable (see Transaction Date Limits above) +- **Format**: DD/MM/YYYY +- **Help text**: "Lookup is available only for transactions from the past 3 months" + +> **Important:** The transaction must be at least 4 days old. Newer transactions will remain in "Pending" status until the 4-day window passes. + +**4. Enter Transaction Amount** + +- **Format**: Numerical value (e.g., 45.99 or 100) +- **Currency**: Automatically determined based on the card's country +- **Validation**: Amount must be ≥ 0 + +**5. Provide Location ID** + +- **Location ID**: Enter the Fidel Location ID where the transaction took place +- **Real-time validation**: System checks if the location exists in your program +- **Visual confirmation**: When valid, displays: + - Brand name + - Location address + - City, postal code, and country + +**6. Submit the Request** + +Click **"Submit"** to create the request. You'll see a success notification, and the request will appear in your list. + +--- + +### Viewing and Managing Requests + +#### Understanding the Request List + +The main page displays all your missing transaction requests in a table with the following columns: + +| Column | Description | +|--------|-------------| +| **Date Added** | When the request was created | +| **Status** | Current state of the request (see statuses below) | +| **Last 4** | Last 4 digits of the card | +| **Transaction Date** | Date of the transaction being searched | +| **Amount** | Transaction amount | +| **Brand** | Brand associated with the location | +| **Location** | Location where the transaction occurred | + +#### Status Indicators + +Each request displays a color-coded status tag. Click **"View status definitions"** in the top-right corner for a comprehensive reference. + +![Status Definition Helper](https://docs.fidel.uk/assets/images/mtr-status-def.png "Status Definition Helper") +*Screenshot: Status definitions popup showing explanations for Pending, Processing, Successful, and Failed statuses* + +--- + +### Viewing Matched Transactions + +When a request reaches **Successful** status: + +**1. View Match Count** + +The status tag displays the number of matched transactions (e.g., "Successful - 2 matches"). + +**2. Open Matched Transactions Modal** + +Click on the **Successful status tag** to open a detailed modal showing all found transactions. + +![Matched Transactions Modal](https://docs.fidel.uk/assets/images/mtr-matched.png "Matched Transactions Modal") +*Screenshot: Matched transactions modal displaying found transactions with MID details and onboarding options* + +**3. Transaction Details** + +For each matched transaction, you'll see: +- **Transaction date and time** +- **Transaction amount** (in the card's currency) +- **Merchant information** (name and city, if available) +- **Network status** (succeeded, mid-not-assigned) +- **Merchant Identifiers** by card scheme: + - **Mastercard**: Location ID, Acquiring MID, SE Number + - **Visa**: MID, SID, Acquiring MID, BIN, Store Name + - **Amex**: SE Number + +**4. Onboard MIDs** + +Select individual transactions using checkboxes, then click **"Onboard Selected MIDs"** to: +- Create MID requests for the selected merchant identifiers +- Automatically link them to the location +- Navigate to the MID requests page to track onboarding progress + +> **Tip:** You can select multiple transactions across different card schemes and onboard them in a single action. + +--- + +### Filtering and Search + +Quickly find specific requests using the **Filter Box**: + +#### Available Filters +- **Request ID**: Search by exact request ID +- **Brand**: Filter by brand +- **Location**: Filter by specific location +- **Card**: Filter by card ID + +#### Filter Controls +- **Apply filters**: Type or select values, then click outside the filter box to apply +- **Clear filters**: Click "Clear All" to reset and view all requests +- **Empty state**: When no results match, you'll see "No missing transaction requests matched your current filters" + +--- + +### Exporting Data + +Export your missing transaction requests for reporting, compliance, or analysis: + +#### How to Export + +**1. Click Export Button** + +Located in the top-right corner, next to the Status Definitions link. + +**2. Configure Export** + +- **File Type**: Choose CSV or JSON format +- **Email Addresses** (Optional): Enter up to 5 email addresses to receive the export + - If blank, the file is sent to your account's primary email + - Each email address on a new line + +**3. Submit Export Job** + +Click **"Export"** to queue the export job. + +#### What Gets Exported + +All missing transaction requests matching your current filters, including: +- Request details (ID, status, created/updated dates) +- Card information (ID, last 4 digits, scheme) +- Transaction details (date, amount) +- Location and brand information +- Matched transaction results (for successful requests) +- Error messages (for failed requests) + +#### Receiving the Export + +- ✉️ You'll receive an email with a download link when the export is ready +- 📋 The Job ID is automatically copied to your clipboard for tracking +- ⏱️ Large exports may take a few minutes to process + +--- + +### Dashboard Best Practices + +#### For Successful Lookups: +- ✅ Use exact transaction amounts (including decimals) +- ✅ Verify the transaction date is correct +- ✅ Ensure the card was active at the time of the transaction +- ✅ Confirm the location ID matches where the transaction occurred + +#### Troubleshooting Failed Requests: +- ❌ Double-check all transaction details for accuracy +- ❌ Verify the card was linked to your program on the transaction date +- ❌ Consider that the transaction might not have been processed by the network +- ❌ Review the error message on the Failed status tag for specific guidance ---