Using Financial Services Treasury Operations
Learn how contributors and agents use the Financial Services Treasury Operations application to initiate, research, and resolve the treasury cases.
Workspace
- Monitor workload and performance
- Focus on high-priority items
- Easily navigate across tasks
| User | Description |
|---|---|
| Treasury contributor | Creates and tracks treasury service cases for accounts managed by them. |
| Treasury agent | Works on treasury service cases and treasury tasks. |
| Treasury agent connector | Creates and works on treasury cases and tasks to fulfil requests for accounts managed by them. |
| Document agent | Works on document tasks for treasury service cases. |
| Treasury admin | Configures the treasury workspace as per business requirements. For more information, see Configure CSM Configurable Workspace. |
Automated workflows
Predefined workflows for treasury cases are available with the application.
When a customer requires a treasury product, a treasury contributor initiates a case and updates its details, triggering the workflow. The flow triggers various tasks from the case and the assignment rules route these tasks to the appropriate back-office agents such as treasury and document agent. The agents work on these tasks to fulfill the treasury product request.
For more information, see Financial Services Treasury Operations workflows.
Case playbook
Using the case playbook, treasury contributor and agents review and work on their cases and tasks. The playbook provides end-to-end life cycle for the tasks performed during the case handling process, from the time a case is logged to the final resolution and communication to the customer.
Dashboard
Performance Analytics give business owners an insight into how the team and business is performing. A dashboard with pre-configured reports and customizable views is available with the application.
For more information, see Treasury Operations dashboard.