Submit a loan service request as a loan contributor or agent connector

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

    • Collect all required information and documents from the customer and submit the loan service request to back-office agents for fulfilment.

    Before you begin

    Role required: none
    • For a business loan service for a business customer (account or contact): sn_bom_loan_b2b.contributor or sn_bom_loan_b2b.agent_connector
    • For a personal loan service for a consumer: sn_bom_loan.contributor or sn_bom_loan.agent_connector
    Note:
    The applicable universal contributor role can also be assigned to create a case. For more information, see User roles and FSO Business rules.
    Important:
    For the agent connector or contributor role to work, they must be combined with one of the roles in CSM industry data model or Contributor users. For more information, see Roles and Personas.

    About this task

    As a loan contributor or agent connector, fill in the customer data, collect the required documents, and submit the application for the loan service request.

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. In the Lists tab, under Loan Service Cases, click All.
    4. Click New.
    5. From the Create a new case dialog that appears, select a loan service and click Create.
      A loan service case is created.
    6. Fill in any necessary information that is related to the case.
      Note:
      Each loan service case form has a different set of fields that are based on the selected loan service.
    7. Click Save.
    8. Optional: In the Inbound Documents tab, collect customer documents, if any.
    9. Click Update and Continue.

    Result

    • The loan case is created and submitted for fulfilment.
    • A new task that is based on the workflow is automatically generated in the Tasks tab of the case. The new task is assigned to an assignment group or agent based on the assignment rule.
    • The customer receives a pre-configured email notification about the request submission.