---
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


---

# Reset the credit limit for a customer

# Reset 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

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](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 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](https://servicenow-prod.fluidtopics.net/Hnm0J9nNFrU9ehAWJ8VIKg "Customize the properties that are available with the Financial Services Card Operations application.")
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 AllFinancial Services OperationsWorkspace.
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.
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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.
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## 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.
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