---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Increase the credit limit for a customer

# Increase the credit limit for a customer {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Increase the credit limit for a customer to the approved credit limit that was set by
the credit assessment agent.

## Vorbereitungen

[Retrieve a credit assessment and evaluate the risks for a customer](https://servicenow-prod.fluidtopics.net/pI7D4YrwJRbqjKQpmr~pTg "Retrieve a credit assessment and evaluate the risks for a customer. You can approve or reject the credit card request based on your findings.").

Role required: sn_bom_credit_card.agent or sn_bom_credit_card.agent_connector  
Wichtig:  
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](https://servicenow-prod.fluidtopics.net/IrRa5xztFFnnBmVlX8cgbg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.").

## Warum und wann dieser Vorgang ausgeführt wird

This credit card task is automatically created when the credit assessment task has
approved the request via the retrieve credit assessment and evaluate risk task.

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. Open the task from a credit card service case or from the Credit Card Task list.

   | Option | Steps |
   | 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. {#increase-credit-limit__ol_e1q_3db_hmb} |
   | 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. {#increase-credit-limit__ol_j25_jdb_hmb} |
   |-|-|

   {#increase-credit-limit__choicetable_lgv_1db_hmb}
4. In the State field, change the state of the task to Work in Progress.
5. Based on the value in the Approved credit limit field, increase the credit limit for the customer's credit card.
6. **Wahlweise:** 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.
{#increase-credit-limit__steps_thb_j3q_hmb}

## Ergebnisse

* The stage of the associated credit card service case changes from Update Account to Closed -- Complete.  
  Wichtig:  
  If the request is for a temporary increase in the credit limit, the state of the case remains in the Work in Progress state and in the Update Account stage until the end date that is specified in the case. The system automatically creates a new credit card service case on the specified end date to reset the credit limit.
* The customer receives a pre-configured email notification about the case closure.
{#increase-credit-limit__ul_fl1_2b1_vmb}

## Nächste Maßnahme

If the associated case is for a temporary increase in the credit limit, work on the
new case to [revert the credit limit](https://servicenow-prod.fluidtopics.net/aRxAUhDF428SaEgMKfUtZQ "Revert a card's credit limit to its original limit for a customer who requested a temporary increase in the credit limit.") to
the original limit on the end date.