Check the completeness of the supporting documents for a customer

Check that a customer's supporting documents are complete so that you can complete the credit card request.

Avant de commencer

Role required: sn_bom_document.agent

Pourquoi et quand exécuter cette tâche

This document service task is automatically created for a new credit card case when the task to retrieve credit assessment and evaluate risk for the customer completes.

Procédure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Document Service, open the task list.
   • For your assigned tasks, click Assigned to me.
   • For all document tasks, click All.
4. In the list, select the task that you want to work on.
   To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. In the State field, change the state of the task to Work in Progress.
6. Verify that all supporting documents that the customer has submitted are complete.
7. Facultatif : In the Work notes field, enter any comments.
8. Click Close.

Résultats

• The document service task moves to the Closed – Complete state.
• A credit card task to determine the card's terms and conditions and disclosures and update the customer agreement is automatically generated in the Tasks tab of the associated case. The task is created in the Open state and assigned to an assignment group or a credit card agent in the credit card services department. The assignment group or user that the task is assigned to is based on the assignment rule.