Setting up a new credit card account

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

    • As a credit card agent, you can work on a credit card case to validate the customer information and set up a new credit card account for the customer.

    When a customer requests a new credit card, a credit card service case is created and the New Credit Card flow is triggered. This flow triggers the following tasks from the credit card service case. A new task is created when an agent closes the previous task.
    1. Evaluate the product eligibility for a customer.
    2. Retrieve a credit assessment and evaluate the risks for a customer.
      Note:
      If the credit assessment agent rejects the credit request, the stage of the associated credit card service case changes to Closed – Rejected. The case is automatically closed and the flow doesn't trigger steps 3–6.
    3. Check the completeness of the supporting documents for a customer.
    4. Determine a card's Terms and Conditions and Disclosures for a customer.
    5. File a customer agreement for a customer.
    6. Set up a credit card account for a customer and close 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.