Chargeback Management B2B SaaS Platform

Challenge

* API Integrations with Alert Providers The platform required API integrations with leading alert providers, such as Ethoca and Verifi, to provide real-time chargeback prevention. Additionally, there was a need to set up direct access to RDR alerts to ensure timely and secure information retrieval. Development approval requires extensive negotiations with providers, compliance verification, and securing official reseller agreements. * Payment System Integrations (Stripe, Shopify, Chargebee, etc.) Seamless payment processing was essential for automating refunds and reducing merchant workload. However, each payment provider had unique compliance and approval requirements, delaying go-to-market speed. * Custom Billing System for Dynamic Pricing Traditional chargeback solutions lack pricing flexibility, making it challenging to scale effectively. This B2B platform needed a transparent, pay-per-use billing model while preventing fraudulent activities. * Advanced Notification System for Users & Support Teams Merchants and support teams needed real-time visibility into dispute alerts, refunds, and disputes. A lack of timely notifications could lead to missed refund opportunities and financial losses. * Streamlined Customer Onboarding The platform needed a frictionless onboarding process to reduce reliance on customer support. Without a clear setup flow, users could struggle with the enrollments for the alert providers’ services and configuring the integrations, leading to churn. * Scalability & Future-Ready Infrastructure As demand grows, the platform must handle a high volume of chargeback alerts and support custom integrations for enterprise clients.

Solution

* Dataforest handled the entire approval process, from provider interviews to compliance reviews, ensuring seamless API integration with alert providers Ethoca and Verifi (both CDRN and RDR). After rigorous testing, we secured certification, making Chargeback an official reseller of alert services. To enhance accessibility, we configured SFTP access for real-time RDR alerts, enabling businesses to streamline chargeback prevention effortlessly. * Dataforest developed and deployed custom API integrations for Stripe, Shopify, Chargebee, Braintree, and others to streamline the refund process and reduce merchant workload. While developing the Stripe and Shopify apps, the team promptly addressed feedback from their Support Teams during the verification process. Both apps were successfully approved and are now listed on their respective marketplaces. Now, Chargeback continues to refine and enhance these integrations, maximizing efficiency and success for its users. * Our team built a dynamic billing engine that adjusts pricing based on chargeback volume, lowering costs as merchants scale. Integrated with Stripe, Shopify, Billing, and other payment systems, it ensures transparent pay-per-use pricing, fraud protection, and seamless transactions. This SaaS platform adapts to merchant needs while maintaining stability and security, and it is supported by a robust backend and continuous optimizations from our developers and business analysts. * Dataforest built a real-time monitoring system using Prometheus (metrics collection & monitoring) and Grafana (dashboards) to keep merchants and support teams updated on refunds and disputes. Users get custom alerts via email, Slack, or in-platform messages, while dedicated support channels speed up response times. Data insights help identify key touchpoints, ensuring faster dispute resolution, reduced losses, and improved user satisfaction. * Our team created a self-service onboarding with step-by-step tutorials and an intuitive navigation system, allowing users to integrate seamlessly without support. A dedicated Admin Panel helps support teams resolve issues efficiently, while continuous assistance is available for technical questions. This reduces onboarding time, lowers churn, and improves user satisfaction. * We built a scalable architecture for high-volume dispute alert processing and seamless enterprise integrations. Custom API support enables automated refunds at scale, while a robust alert system ensures high availability and reliability. This B2B SaaS platform empowers merchants to handle growing demand effortlessly.

Results

Dataforest developed a B2B SaaS platform to process chargeback alerts, automate refunds, and streamline dispute resolution for merchants. The platform enables proactive chargeback prevention and streamlined refund processing by integrating real-time dispute alerts such as Ethoca and Verifi (both CDRN and RDR) and custom payment system integrations (Stripe, Shopify, etc). A dynamic billing engine, advanced notification system, and self-service onboarding enhance efficiency, reduce operational workload, and improve user experience. The platform’s scalable architecture ensures seamless growth, empowering businesses to expand their user base and integrate with new payment systems effortlessly. Key Outcomes: - 90% of transactions identified before disputes escalate; - 75% of transactions automatically refunded; - Faster dispute resolution & reduced financial losses; - Seamless API & payment system integrations; - Scalable architecture for future growth. AWS Lambda

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