Using Financial Services Deposit Operations
Learn how branch workers and agents use the Financial Services Deposit Operations application to initiate, research, and resolve the deposit service cases.
Workspace
- Monitor workload and performance
- Focus on high-priority items
- Easily navigate across tasks
| User | Description |
|---|---|
| Deposit contributor | Creates and tracks deposit service cases for accounts managed by them. |
| Deposit agent | Works on deposit service cases and deposit tasks. |
| Deposit agent connector | Creates and works on deposit cases and tasks to fulfill requests for accounts managed by them. |
| Document agent | Works on document tasks for deposit service cases. |
| Deposit admin | Configures the deposit workspace as per business requirements. For more information, see Configure CSM Configurable Workspace. |
Automated workflows
Predefined workflows for deposit cases are available with Financial Services Business Deposit Operations and Financial Services Personal Deposit Operations applications.
When a customer requests a deposit service, a deposit contributor initiates a case and updates its details, triggering the workflow. The flow triggers various tasks from the case and the assignment rules route these tasks to the appropriate back-office agents such as deposit and document agent. The agents work on these tasks to fulfill the deposit service request.
For more information, see Financial Services Deposit Operations workflows.
Case playbook
Using the case playbook, deposit contributor and agents review and work on their cases and tasks. The playbook provides end-to-end life cycle for the tasks performed during the case handling process, from the time a case is logged to the final resolution and communication to the customer.
Dashboard
Performance Analytics give business owners an insight into how the team and business is performing. A dashboard with pre-configured reports and customizable views is available with the application.