File a customer agreement for a customer

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

    • File the customer agreement that is prepared for a customer so that you can to set up a new credit card account.

    Before you begin

    Role required: sn_bom_document.agent

    About this task

    This document service task is automatically created for a new credit card case when the credit card task to determine the card's terms and conditions and update the customer agreement completes.

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. In the Lists tab, under Document Service, open the task list.
      • For your assigned tasks, click Assigned to me.
      • For all document tasks, click All.
    4. In the list, select the task to work on.
      To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
    5. In the State field, change the state of the task to Work in Progress.
    6. File the customer agreement that is prepared for the customer.
    7. Optional: In the Work notes field, enter any comments.
    8. Click Close.

    Result

    • The document service task moves to the Closed – Complete state.
    • The stage of the associated credit card service case changes from Customer Agreement to Account Creation.
    • A credit card task to set up a credit card account for the customer 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 credit card agent in the credit card services department. The assignment group or user that the task is assigned to is based on the assignment rule.