Evaluate the product eligibility for a customer
Evaluate the eligibility of the requested product for the customer.
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
A credit card task to evaluate the product eligibility is automatically created in the credit card service case for a new card request.
Procedimento
- Navigate to .
-
Select the lists icon (
).
-
Open the task from a credit card service case or from the Credit Card Task
list.
Option Steps From a credit card service case - In the Lists tab, under Credit Card Service Cases, click Assigned to me.
- In the list, click the case that you want to open.
- In the case, click the Tasks tab and select the credit card task.
From the Credit Card Task list - In the Lists tab, under Credit Card Task, click All.
- In the list, click the task that you want to open.
- In the State field, change the state of the task to Work in Progress.
- Evaluate the eligibility of the requested product for the customer.
- Opcional: In the Work notes field, enter any comments that are related to your findings.
- To close the task, in the State field, change the state of the task to Closed Complete.
- Click Save.
Resultado
- The stage of the associated credit card service case changes from Product Eligibility to Credit Risk Assessment.
- A credit assessment task to retrieve a credit assessment and evaluate the risk 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 agent in the credit assessment department. The assignment group or user to whom the task is assigned is based on the assignment rule.