Reason codes are created and assigned to orders in Kount 360 Payments Fraud to help users search, filter, and create reports. Reason codes are similar to policy tags and case notes, but are managed by you. They can be used during manual review and cannot be triggered or assigned automatically by a policy or segment.
You must have the Admin role to manage reason codes.
To create a reason code:
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Sign in to Kount 360.
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Select Admin, and then Product Configuration.
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In Payments Fraud, select Reason Codes.
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In Reason Codes, select Create New Code.
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Fill out the following information:
Note
All fields are required.
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Reason Code: Enter a unique identifier for the reason code. The unique identifier can contain letters, numbers, hyphens, and underscores.
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Description: Enter a description of the reason code.
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Display Ranking: Select a ranking for the reason code. This prioritizes the reason codes in the order response and display menu in the user interface. Ranking is equal to the assigned number, for example 1 is first, 2 is second.
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Color: Select a color to assign to the reason code. The color is used to visually identify reason codes in the user interface.
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Select Save.
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Confirm your reason code creation by selecting Save.
The reason code is saved and displays in the assigned number order.
You must have the Admin role to manage reason codes.
To edit a reason code:
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Sign in to Kount 360.
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Select Admin, and then Product Configuration.
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In Payments Fraud, select Reason Codes.
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Find and edit the reason code fields in the Reason Codes list.
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Select Save.
You must have the Admin role to manage reason codes.
To delete a reason code:
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Sign in to Kount 360.
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Select Admin, and then Product Configuration.
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In Payments Fraud, select Reason Codes.
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Find the reason code, then select Delete.
The reason code is deleted and removed from the reason code list.
You must have the Admin role to manage reason codes.
To sort reason codes:
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Sign in to Kount 360.
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Select Admin, and then Product Configuration.
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In Payments Fraud, select Reason Codes.
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You can sort/rank reason codes by editing the Display Ranking or by dragging and dropping them.
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Select Save.
The reason codes are now sorted into a different order.
You can automatically assign a primary reason code based on specific policy triggers. By prioritizing results through a ranked configuration, you ensure that your manual and automated workflows receive the most relevant data in the Orders API response.
To add a reason code to a policy:
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Sign in to Kount 360.
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Select Policy Management.
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In Event Type, select Payments Fraud.
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In Decisioning, find a set and select Edit or create a new set.
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Select Policies, then find a policy and select Edit or create a new policy.
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In Reason Code, select a reason code to apply when this policy is triggered.
Note
When multiple policies trigger, our system automatically selects the highest-priority code based on your custom-ordered ranking for consistent decisioning. You can edit reason code ranking in Product Configuration > Payments Fraud > Reason Codes.
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Select Save.
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To enable pending set changes, select Actions, then Publish Changes.
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Confirm that you want to publish your changes by selecting Confirm.
The policy set is published and is now active. Your selected reason code is assigned to any order that triggers the policy.
You can update an order with a reason code to help with searching, filtering, or creating reports.
To update an order with a reason code:
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Sign in to Kount 360.
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Select Event Analysis or Case Management > Case Queue.
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Select an order or case to open details.
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In Controls, select Reason Codes.
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Select a reason code.
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Select Save.
The reason code is assigned to the order and displays at the top of the Case Details page.
To remove a reason code from an order:
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Sign in to Kount 360.
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Select Event Analysis or Case Management > Case Queue.
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Select an order or case to open details.
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In Controls, select Reason Codes.
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In Reason Code, select None.
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Select Save.
The reason code is removed from the order. Changes display in the order's history.