The notice beside the supporting records
A source list and transaction evidence map keep the processor’s statements connected to the documents supplied.
Payment Processor Reserve & Hold Case Organizer
Bring your processor notice and supporting records into one clear case file.
When a payment processor holds funds, the notice, transaction records and follow-up questions can be scattered. This installable AI skill helps an authorized merchant organize what the records actually say and prepare a factual response draft.
For merchants preparing to review a reserve, payout hold, limitation, chargeback or account-closure notice.
Both Codex and Claude editions included. No edition selection needed.
$19 USD · one-time purchase
Get the complete kit — $19A case file that is easier to explain
Specific questions for the next conversation
Missing reasons, dates and conditions stay in a question list, ready for the merchant to take to the appropriate support contact.
The cash figures in a separate worksheet
A cash-obligation worksheet organizes supplied amounts and dates, keeping held funds separate from cash available to the business.
What the finished packet helps you see
The packet brings the notice summary, evidence, unanswered questions and an unsent response into one place. The Cedar Vale Studio example shows the merchant, case reference and currency beside the filename that supports each finding. That connection helps the merchant explain where a statement came from instead of searching through the same documents again.
What you receive
- Separate Codex and Claude skill files
- Getting Started PDF with installation, first-use and troubleshooting guidance.
- Workflow references and an input-screening helper inside the skills.
Tools, inputs and fit
The skill needs authorized, redacted records and a compatible Codex or Claude account with custom Skills, file access and the required runtime tools. Both edition ZIPs are included; the AI account and subscription are separate. Testing is recorded for Codex; complete use and saved results in Claude have not been verified. This is case organization, not processor access, submission, legal or financing advice, or a promise that funds will be released.
Choosing the right option
How do I receive the files?
After payment, the confirmation page provides a link to download your ZIP.
Which processor situations does it cover?
Reserve notices, payout holds, limitations, chargebacks and account-closure cases. It works from the notice and authentic supporting records supplied by an authorized merchant.
What can I take from it into a support conversation?
A notice summary, transaction evidence map, specific questions and an unsent factual response. The merchant decides what to send after checking the sources.
Do I need to install both editions?
One compatible app is enough. The download contains a Codex edition and a Claude browser/desktop edition, with a Getting Started guide for setup. ChatGPT chat, ChatGPT Work and Claude Code editions are not included.
Bring the notice, evidence and questions together.
$19 USD · one-time purchase
Get the complete kit — $19Digital downloads cannot be returned, and change-of-mind refunds or exchanges are not offered after access is provided. If a technical access problem cannot be resolved, a refund is provided. Read the refund and support policy.