Determine a card's Terms and Conditions and Disclosures for a customer

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Determine a card's terms and conditions and disclosures and update the customer agreement for a customer. This information is shared with the customer before you issue a new credit card.

    Before you begin

    Role required: sn_bom_credit_card.agent or sn_bom_credit_card.agent_connector

    Important:
    For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.

    About this task

    This credit card task is automatically created for a new credit card case when the document service task to check the completeness of the customer's supporting documents completes.

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. Open the task from a credit card service case or from the Credit Card Task list.
      OptionSteps
      From a credit card service case
      1. In the Lists tab, under Credit Card Service Cases, click Assigned to me.
      2. In the list, click the case that you want to open.
      3. In the case, click the Tasks tab and select the credit card task.
      From the Credit Card Task list
      1. In the Lists tab, under Credit Card Task, click All.
      2. In the list, click the task that you want to open.
    4. In the State field, change the state of the task to Work in Progress.
    5. Determine the card's Terms and Conditions and Disclosures and update the customer agreement for the customer.
    6. Optional: In the Work notes field, enter any comments.
    7. To close the task, in the State field, change the state of the task to Closed Complete.
    8. Click Save.

    Result

    A document task to file a customer agreement is automatically generated in the Tasks tab of the associated case. The task is created in the Open state and assigned to an assignment group or a document agent in the document services department. The assignment group or user that the task is assigned to is based on the assignment rule.