---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Close a credit card account

# Close a credit card account {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Close a customer's credit card account 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](https://servicenow-prod.fluidtopics.net/_k8aAtmWw~gvbSaui5WAKQ "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.").

## About this task

When a credit card service case for closing a card is created, the Close Credit Limit
flow is triggered. This flow automatically creates a credit card task to close the
customer's credit card account in the Tasks tab of the
case.

For more information on the flows that are installed with the Financial Services Card Operations application, see [Designer flows for Financial Services Operations applications](https://servicenow-prod.fluidtopics.net/2781mlOVfOD01Z_53r6wzA "Several flows are installed with Financial Services Operations applications that you can use to automate requests.").

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. In the Lists tab, under Credit Card Service Cases, open the case list.
   * For your assigned cases, click Assigned to me.
   * For all cases, click All.
   {#close-credit-card__choices_xbp_ycm_gmb}
4. In the list, select the case that you want to work on.  
   To work on a case that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Close the customer's credit card account as per the request.
6. Update the Close credit card task.
   1. In the Tasks tab, click the credit card task.
   2. In the State field, change the state of the task to Work in Progress.
   3. **Optional:** In the Work notes field, enter any comments.
   4. To close the task, in the State field, change the state of the task to Closed Complete.
   5. Click Save.
   {#close-credit-card__substeps_plh_sns_vmb}
{#close-credit-card__steps_thb_j3q_hmb}

## Result

* The stage of the credit card service case changes from Update Account to Closed -- Complete.
* The customer receives a pre-configured email notification about the case closure.
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