Modify a request type for the Platform UI

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Review and modify the case interceptors that are available with Financial Services Operations applications as needed. These interceptors enable your agents to create cases for various request types from the Platform UI.

    Before you begin

    Ensure that the scope is selected for the application for which you are configuring an interceptor.

    Role required: Based on the application that you are configuring, you need the following roles:
    • For Financial Services Payment Operations: sn_bom_payment.admin and admin
    • For Financial Services Card Operations: sn_bom_card.admin and admin

    About this task

    Note:
    If you create additional request types for an application, make sure that you add them to both the case interceptor and Workspace record type selector so that the request type selections are available in both the Platform and Workspace UIs.

    Procedure

    1. Navigate to All > System Definition > Interceptors.
    2. Filter the list to show the interceptors for the application and then select an interceptor.

      The following interceptors are installed with Financial Services Operations applications:

      Table 1. Interceptors installed with Financial Services Operations applications
      Application Interceptor
      Financial Services Payment Operations
      • Payment Inquiry Case
      • Claim
      Financial Services Card Operations Credit Card Service

      The Answers related list specifies what choices are presented and where the agent is redirected after a choice is selected.

    3. Modify the Answers related list.
      For example, to add a new request type to an interceptor, follow these steps:
      1. Click New in the Answers related list.
      2. On the form, fill in the required fields.
      3. Click Submit.
    4. Test the interceptor by clicking Try It.

    Result

    The interceptor is updated with the configured request types. When an agent clicks the New button on a case list in Platform UI, it launches the interceptor with these request types. The agent can select one of the request types to create the case.