Create a deposit service case as a contributor or agent connector

Begin the deposit service application process by creating a deposit case on behalf of your customer.

Before you begin

Role required:

• For a business deposit service for a business customer (account or contact): sn_bom_deposit_b2b.contributor or sn_bom_deposit_b2b.agent_connector
• For a personal deposit service for a consumer: sn_bom_deposit_b2c.contributor or sn_bom_deposit_b2c.agent_connector

Note:

The applicable universal contributor role can also be assigned to create a case. For more information, see User roles and FSO Business rules.

Important:

For the agent connector or contributor role to work, they must be combined with one of the roles in CSM industry data model or Contributor users. For more information, see Roles and Personas.

About this task

As a deposit contributor or agent connector, fill in the customer data, collect the required documents, and submit the application for the deposit service request.

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Customer Cases, click My cases.
4. Select New.
5. In the Create case dialog, select a category and service.
   1. From the Select category list, select Business deposit services or Personal deposit services.
   2. From the Select service list, select a deposit service.
6. Select Create.
   A deposit service case is created.
7. On the form, fill in the required fields and any other related information that you've gathered from the customer.
   Note:

   Each deposit service case form has a different set of fields that are based on the selected deposit service.
8. Select Save.

Result

• The deposit service case is created the New state and the workflow is triggered.
• The case is assigned to an assignment group or an agent in the deposit service based on the defined assignment rules.

What to do next

Collect all the required customer information and submit the application.

1. In the Playbook tab, fill the data in the Initiate stage.​
2. Submit the application to back-office agents for fulfillment.