Block a credit card for a customer

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Block a credit card for a customer as per the credit card service request.

    Before you begin

    Role required: sn_bom_credit_card.agent or sn_bom_credit_card.agent_connector

    Important:
    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.

    About this task

    This credit card task is automatically created with a credit card service case for blocking a card request.

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Click the lists icon (lists icon.).
    3. Open the task from a credit card service case or from the Credit Card Task list.
      OptionSteps
      From a credit card service case
      1. In the Lists tab, under Credit Card Service Cases, click Assigned to me.
      2. In the list, click the case that you want to open.
      3. In the case, click the Tasks tab and select the credit card task.
      From the Credit Card Task list
      1. In the Lists tab, under Credit Card Task, click All.
      2. In the list, click the task that you want to open.
    4. In the State field, change the state of the task to Work in Progress.
    5. Block the customer's credit card as per the request.
    6. Optional: In the Work notes field, enter any comments.
    7. To close the task, in the State field, change the state of the task to Closed Complete.
    8. Click Save.

    Result

    • The stage of the associated credit card service case changes from Update Account to Closed – Complete.
      Important:
      If the request is for only temporarily blocking the credit card, the associated case remains in the Work in Progress state and in the Update Account stage until the end date is specified in the case. The system automatically creates a new credit card service case on the specified end date to unblock the card.
    • The customer receives a pre-configured email notification about the case closure.

    What to do next

    If the associated case is for temporarily blocking the credit card, work on the new credit service case to unblock the card on the end date.