Retrieve a credit assessment and evaluate the risks for a customer

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

    • Retrieve a credit assessment and evaluate the risks for a customer. You can approve or reject the credit card request based on your findings.

    Antes de Iniciar

    Role required: sn_bom_credit_asmt.b2c_agent or sn_bom_credit_asmt.b2c_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

    This credit assessment task is automatically created in one of the following conditions:

    Procedimento

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. In the Lists tab, under Credit Assessment and then open the task list.
      • For your assigned tasks, click Assigned to me.
      • For all credit assessment tasks, click All.
    4. In the list, select the task that you want 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. In the Risk score field, select a risk score that is based on your findings.
    7. In the Credit approved field, select Yes to approve or No to reject the credit card request.
    8. In the Approved credit limit field, enter a credit limit that is based on your assessment for the customer.
    9. Opcional: In the Work notes field, enter any comments.
    10. Click Close.

    Resultado

    • The credit assessment task moves to the Closed – Complete state.
    • If you approved the credit request, the following occurs:
      For a new credit card request
      • The stage of the associated credit card service case changes from Credit Risk Assessment to Customer Agreement.
      • A document task to check the completeness of the customer's supporting documents 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 document agent in the document services department. The assignment group or user that the task is assigned to is based on the assignment rule.
      For an increase credit limit request
      • The stage of the associated credit card service case changes from Credit Risk Assessment to Update Account.
      • A credit card task that increases the credit limit 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.
    • If you rejected the credit request, the associated credit card service case is automatically closed and the stage of the case changes from Credit Risk Assessment to Closed – Rejected.