Reset the credit limit for a customer

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Revert a card's credit limit to its original limit for a customer who requested a temporary increase in the credit limit.

    Vorbereitungen

    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.

    Warum und wann dieser Vorgang ausgeführt wird

    This credit card service case is automatically created for a credit card service case for a temporary increase in the credit limit when the Duration field is set to Limited Time.

    If the request is for a temporary increase in the credit limit, the case remains in the Work in Progress state even after increasing the credit limit. The system automatically creates a new credit card service case on the specified end date to reset the credit limit.

    The sn_bom_credit_card.reserverd_hours_to_update_credit_limit card property defines the number of hours before the end date when the system creates a credit card service case to revert the credit limit.

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. In the Lists tab, under Credit Card Service Cases, open the case list.
      • For your assigned cases, click Assigned to me.
      • For all cases, click All.
    4. In the list, select the case that you want to work on.
      To work on a case that is not assigned to you yet, assign it to yourself by clicking Assign to me.
    5. In the Requested limit amount field, decrease the credit limit to the card's original limit.
    6. Update the Decrease credit limit task.
      1. In the Tasks tab, click the credit card task that you want to work on.
      2. In the State field, change the state of the task to Work in Progress.
      3. Wahlweise: In the Work notes field, enter any comments.
      4. To close the task, In the State field, change the state of the task to Closed Complete.
      5. Click Save.

    Ergebnisse

    • The stage of both the Reset credit limit case and the original credit card service case for increasing the credit limit changes to Closed – Complete.
    • The customer receives a pre-configured email notification about the credit limit reset and case closure.