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Why Issuers Decline and Dispute

On this page
TL;DR
  • Issuers see almost nothing about your transaction, just amount, MCC, and billing address
  • They decline based on cardholder history, not your fraud signals
  • Reg E/Z forces issuers to side with cardholders unless you provide compelling evidence
  • Issuers want to approve legitimate transactions but need help identifying them
  • Understanding issuer constraints helps you improve auth rates and win more disputes

You and the issuer want the same thing: approve good transactions, decline bad ones. But you're working with completely different data and different rules.

This page explains how issuers think so you can work with their constraints rather than against them.


What Issuers See (Almost Nothing)

When you authorize a transaction, you might have 50+ data points: device fingerprint, session behavior, address history, account age, velocity patterns. The issuer sees almost none of that.

What the issuer receives in an auth request:

Data PointWhat They See
Transaction amount$127.50
Merchant name"ACME STORE"
MCC5411 (Grocery)
Billing address123 Main St (if you send AVS)
CVV matchYes/No
Cardholder nameJohn Smith

What the issuer does NOT see:

  • Your fraud score
  • Device fingerprint or IP address
  • Session behavior (time on site, pages viewed)
  • Shipping address
  • Product category or cart contents
  • Customer account history with you
  • Whether this is a repeat customer

The issuer is making a decision with almost no context about your specific transaction. They're guessing based on patterns.


Why Issuers Decline Legitimate Transactions

Issuers decline for reasons that have nothing to do with your fraud controls:

Decline ReasonWhat's HappeningYour Fix
Unusual spending patternCardholder doesn't normally shop your MCCNothing you can do
Geographic anomalyTransaction from unusual location for this cardholderCustomer's issue
Velocity flagCardholder has hit their own daily limitsNothing you can do
Your merchant reputationHigh historical chargebacks/fraud from your MIDFix your ratios
BIN-level blockingIssuer blocks certain merchant categoriesChoose different BINs

The key insight: Many declines are about the cardholder's history, not your transaction quality.

The False Decline Problem

Industry data suggests:

  • ~20% of issuer declines are fraud-flagged
  • Of those, 40% are actually legitimate customers
  • For every $100M in declines, ~$8M are false declines

Issuers know this. They hate false declines because cardholders call angry, and 39% will abandon a card after being falsely declined.


Why Issuers Side with Cardholders on Disputes

When a cardholder disputes a charge, Reg E (debit) and Reg Z (credit) create specific obligations:

Reg E (Debit Cards)

RequirementWhat It Means for Merchants
Investigate within 10 business daysFast timeline, limited investigation depth
Provisional credit within 10 daysCardholder gets money back before you can respond
45-90 days for full investigationBut provisional credit is already issued
Consumer liability capped at $50 (often $0)Cardholders lose almost nothing by disputing

Reg Z (Credit Cards)

RequirementWhat It Means for Merchants
Cardholder liability capped at $50No real downside to disputing
"Billing error" broadly definedIncludes "didn't receive" and "not as described"
Issuer must investigateBut they often lack proof either way
No interest on disputed amountsIncentivizes disputes
The Evidence Problem

Issuers often have no way to know if a cardholder is telling the truth. They didn't see the delivery. They didn't see the customer use the product. They only know the cardholder claims there's a problem.

This is why your evidence matters so much. You're the only one who can prove what actually happened.


What Issuers Need From You

For Authorization (Improve Approval Rates)

ActionWhy It Helps
Use 3D SecureIssuer authenticates the cardholder themselves, much higher confidence
Send clean trafficYour fraud rates affect issuer models; high-fraud merchants get more declines
Provide transaction enrichmentOrder Insight/Consumer Clarity give issuers context (your logo, item details)
Don't retry aggressivelyRepeated retries on declined cards looks like fraud, damages your MID reputation

For Disputes (Win More Representments)

Issuers can't side with you unless you give them proof. Here's what they need:

Dispute TypeEvidence That WorksWhy
"I didn't authorize this"3DS authentication proof, IP/device match to prior ordersProves cardholder was present
"Never received"Signed delivery confirmation, GPS delivery photoProves delivery happened
"Not as described"Product photos, description at checkout, correspondenceShows what was promised vs. delivered
"Cancelled but still charged"Cancellation policy shown at checkout, cancellation confirmationProves policy was clear
"Already refunded"Refund transaction ID, date, amountProves duplicate dispute
The Compelling Evidence Standard

Visa's Compelling Evidence 3.0 rule lets you win fraud disputes if you can prove the same device/IP was used for prior undisputed transactions. This is specifically designed to help merchants prove to issuers that the cardholder is lying.


What Issuers Track About You

Your merchant reputation affects future authorizations:

MetricImpact
Chargeback ratioHigh ratio = more declines, possible program enrollment
TC40/SAFE fraud reportsFraud reported (even without chargeback) hurts your standing
MCC riskSome categories (digital goods, travel) get more scrutiny
Historical patternsBad history takes months to recover from
TC40/SAFE Reports

Even if you prevent a chargeback through an alert or refund, issuers may still file a TC40 (Visa) or SAFE (Mastercard) fraud report. These affect your reputation with issuer models even when you never see a dispute.


Working With Issuer Constraints

Improve Auth Rates

  1. Reduce chargebacks - Your chargeback ratio directly affects issuer models
  2. Use 3DS strategically - Issuers trust their own authentication
  3. Send enrichment data - Help cardholders recognize charges (reduces disputes too)
  4. Fix soft declines properly - Don't retry hard declines; do retry soft declines with proper intervals

Win More Disputes

  1. Collect evidence before you need it - IP, device, delivery confirmation, screenshots
  2. Use Compelling Evidence 3.0 - Match device/IP to prior undisputed orders
  3. Respond quickly - Issuer deadlines are tight, especially for Reg E
  4. Be specific - Generic evidence doesn't help; show exactly what happened

Build Long-Term Reputation

  1. Keep ratios low - Below 0.5% keeps you off issuer radar
  2. Respond to alerts - Ethoca/Verifi alerts prevent chargebacks AND reduce TC40s
  3. Don't fight everything - Accept true fraud losses; fighting hurts your win rate metrics

Next Steps

Improving auth rates?

  1. Optimize authorization - Reduce declines
  2. Implement 3DS - Issuer authentication
  3. Check decline codes - Understand why you're being declined

Winning more disputes?

  1. Review Compelling Evidence - CE 3.0 requirements
  2. Build evidence collection - What to gather upfront
  3. Understand reason codes - What evidence each code needs

Understanding issuer regulations?

  1. Review Reg E - Debit card rules
  2. Review Reg Z - Credit card rules
  3. Check network programs - VAMP, ECM thresholds