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239 changes: 238 additions & 1 deletion select/missing-transaction-requests.md
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Expand Up @@ -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

<video controls style="width: 100%; border-radius: 8px; box-shadow: 0 2px 8px rgba(0,0,0,0.1); margin-bottom: 1rem;">
<source src="https://docs.fidel.uk/assets/videos/mtr_dashboard_walkthrough.mp4" type="video/mp4" />
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</video>

---

### 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

---

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