Work on a debit approval case to complete a refund

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Work with your internal customer or bank to get the debit amount approved so that you can complete the claim refund.

    Before you begin

    Ensure that the debit customer or the refund bank has approved the debit amount.

    Role required: sn_bom_payment.claim_agent or sn_bom_payment.claim_agent_connector

    About this task

    If there's a Customer or Consumer Service Portal available for customers, they get notification for the debit approval case on the portal from where they can choose to accept or reject the requested debit amount. If the debit customer accepts the debit amount, the debit approval case state automatically changes to Closed. For more information, see:

    Note:
    To use the Consumer Service Portal, activate the Consumer Service Portal plugin (com.glide.service-portal.consumer-portal).

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Click the lists icon (lists icon).
    3. Open the debit approval payment service case from a claim case or from the Debit Approvals list.
      OptionSteps
      From a claim case
      1. In the Lists tab, under Claims, click Assigned to me.
      2. In the list, click the claim case that you want to open.
      3. In the Debit approval field on the claim form, click the information icon (Information icon) next to the debit approval case number.
      From the Debit Approvals list
      1. In the Lists tab, under Debit Approvals, click Assigned to me.
      2. In the list, click the case that you want to open.
    4. If the total refund amount should be debited from multiple financial accounts in parts as per the customer's instructions, set up instructions for each debit account in the Debit instructions tab.
    5. Get an acceptance from the debit customer or debit account for each debit account listed in the Debit instructions tab and complete the refund.
    6. In the Outcome field, select an appropriate refund outcome.
    7. In the Outcome notes field, enter your comments that are related to the refund outcome.
    8. Click Close.

    Result

    • The debit approval case moves to the Close – Complete state.
    • The state of the associated claim case updates to Refund Complete.
    • The Outcome, Outcome notes, and Refund amount fields on the claim are updated from the debit approval case.
    • The debit customer gets a pre-configured email notification about the debit completion.

    What to do next

    Update the claim case fields as required and close the claim.