Set up a credit card account for a customer and close the case

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

    • Set up a new credit card account for a customer after customer verification is done and the required documents are prepared.

    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 for a new credit card case when the document service task to file the customer agreement completes.

    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. Based on the values in the Risk score and Approved credit limit fields, create a new credit card account for the customer 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 Account Creation to Closed – Complete.
    • The customer receives a pre-configured email notification about the case closure.