Work on a deposit task for fulfillment

Work on a deposit task to perform a fulfillment activity for the parent deposit service case.

Before you begin

Role required:

• For a business deposit service task: sn_bom_deposit_b2b.agent or sn_bom_deposit_b2b.agent_connector
• For a personal deposit service task: sn_bom_deposit_b2c.agent or sn_bom_deposit_b2c.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

A deposit workflow automatically generates deposit tasks for the following activities in a deposit case:

• Verify operating instructions for a standing order
• Authorize a deposit request
• Update a deposit account to fulfill and close the deposit request
• Create and activate account for account origination
• Send account opening kit to the customer for account origination
• Delink an account from other financial accounts during account closure

Note:

Depending on the deposit service type, the number of activities and deposit tasks may differ in a playbook.

Tasks in the playbook activities are also available in the Tasks tab of the case.

If assignment rules are configured, the task is automatically assigned to a deposit agent. The deposit agent can use the case playbook or the task form to work on a deposit task.

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. Open the task from the case playbook or the deposit task list.

   Option	Steps
   From the case playbook	In the Lists tab, under Deposit service cases, open the case list. Select the case that contains the deposit task. Select the Playbook tab. Under the playbook stages, select the task activity to work on.
   From the Deposit task list	In the Lists tab, under Deposit tasks, open the task list. For your assigned tasks, click Assigned to me. For all deposit tasks, click All. In the list, select the task that you want to work on.

4. To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Finish the work that is required to complete the deposit task in your core banking system.
6. Optional: In the Work notes field, enter any comments.
7. Close the deposit task.

   Deposit task	Action
   To verify operating instructions for a standing order	Click Approve to approve or Reject to reject the request.
   To authorize a deposit request	Click Approve to approve or Reject to reject the request. Note: You can't authorize a deposit task if its parent deposit case is assigned to you.
   To update a deposit account to fulfill and close the request To create and activate account for account origination To send account opening kit to the customer To delink an account from other financial accounts during account closure	In case playbook, click Mark complete to close the task. In task form, click Close to close the task.

Result

The deposit task moves to the Closed Complete state.