Close a credit card account

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Close a customer's credit card account as per the credit card service request.

    Antes de Iniciar

    Role required: sn_bom_credit_card.agent or sn_bom_credit_card.agent_connector

    Importante:
    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.

    Por Que e Quando Desempenhar Esta Tarefa

    When a credit card service case for closing a card is created, the Close Credit Limit flow is triggered. This flow automatically creates a credit card task to close the customer's credit card account in the Tasks tab of the case.

    For more information on the flows that are installed with the Financial Services Card Operations application, see Designer flows for Financial Services Operations applications.

    Procedimento

    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 which case you want to work on.
      If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
    5. Close the customer's credit card account as per the request.
    6. Update the Close credit card task.
      1. In the Tasks tab, click the credit card task.
      2. In the State field, change the state of the task to Work in Progress.
      3. Opcional: 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.

    Resultado

    • The stage of the credit card service case changes from Update Account to Closed – Complete.
    • The customer receives a pre-configured email notification about the case closure.