Every request, the decision it got and why.
Every request becomes a numbered case: the payment, each decision under its policy version, and the result.
Answer “why did the customer get this?”
The case page
One page per case: the payment, what started it, each decision under its policy version step by step, the result at the provider and the engine’s trace.
Payments views
Payments views for refunds (including ones made elsewhere), disputes, early fraud warnings and subscriptions, each row linked to its case by number.
Action log
Every action the automation or your team took or refused, with filters and its decision, plus an audit log of every change to your workspace.
Replay in the simulator
Every decision keeps the facts it was made on, so the simulator can replay a draft policy over your real past requests and list the cases that would change.
Each step in plain words, the trace underneath.
Each policy step: what the policy said, what the request had, whether it passed. The raw trace sits underneath.
- Version, publisher and note
- Every step, in plain words
- The provider’s result
Refunded €29.00 to Visa •• 4242. Requested in chat by a customer verified through your site’s signed login. Decided under policy v12.
- ✓step 1
The workspace is live and not stopped
No emergency stop, no operator hold
- ✓step 4
Charged 14 Oct, requested 16 Oct
Refund window: 30 days
- ✓step 5
€29.00 is under the automatic limit
Limit: €100.00 per refund
- ✓step 6
First refund for this customer in 30 days
Limit: 3 refunds
From any payment to its case, and back.
Payments views and the action log link to the case by number, and cases link to tickets. One click to any decision.
- Case numbers from 1
- External refunds listed too
- Internal notes
Refunds
| Case | Customer | By | Status | Amount |
|---|---|---|---|---|
| #340 | j•••@example.com | Chat | Succeeded | €29.00 |
| #338 | m•••@example.com | Fraud warning | Succeeded | €84.00 |
| #335 | a•••@example.com | Staff | Succeeded | $120.00 |
| — | k•••@example.com | Provider dashboard | Succeeded | €15.00 |
Frequently asked questions
See every question merchants ask, or ask us when you request access.
All questionsRequest early access01What becomes a case?
Every request Chargeless decides: a chat or ticket request, an early fraud warning, a dispute, and every refund or cancellation a team member makes from the panel.
02Can I see which rules applied to an old case?
Yes. Every decision records the policy version it was made under and links to that version, even after you have published newer ones.
03Does a case hold personal data?
The case shows the customer and the payment to your team. The facts recorded for replaying a decision hold codes and figures only, no personal data.
Start with low limits. Raise them when the record shows it works.
Start in test mode, run your policy against your own history, and go live when the results meet your standards.
- 1A test workspace on your provider’s test mode
- 2Your past requests replayed against your policy
- 3Live with low limits, raised as the record allows