Bank workers can begin the deposit workflow by submitting a deposit service request received from customers (consumer or business contact). Customers (consumer or contact) can also directly submit a request from the service catalog.

Deposit cases created by deposit contributors

Deposit contributors can collect required information and documents and create deposit service cases for the accounts managed by them from the workspace.

Requests submitted by requesters

Requesters in the front office and call center agents can submit deposit service requests on behalf of their customers from the interaction records and service catalog.

Requests submitted by customers

Business customers and consumers can submit deposit service requests from the Customer Service Portal, Consumer Service Portal, or another self-service portal. They can select a service catalog item, fill out the necessary form, and then submit it.

Nota:

Before your consumers can submit a request using the Consumer Service Portal, you must have the Consumer Service Portal plugin (com.glide.service-portal.consumer-portal).

Requests submitted by deposit agents and agent connectors

Back-office deposit agents can also initiate a deposit service case by navigating to Deposit service cases in the list view of the workspace and clicking New.

Deposit agent connectors can collect required information and documents and submit deposit service requests for the accounts managed by them. Further, they can work on the cases to fulfill the service request.