Create a CLO case

Begin the Customer Lifecycle Operations application process by creating a CLO case for review.

Before you begin

Role required:

• For a business client: sn_bom_clo_b2b.manager or sn_bom_clo_b2b.relationship_manager
• For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.relationship_manager

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the upper right-hand corner, click New.
4. From the Create a new case menu that appears in the middle of the screen, select a service.
5. Click Create.
6. In the upper right-hand corner of the screen, click Save.
7. In the list, select which case you want to work on.
   If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
8. Select the Playbook tab.
9. Fill in any applicable fields, then click Create Account.

Result

A Customer Lifecycle Operations case is created and assigned to an available agent.

What to do next

Continue to Add contacts.