Decrease the credit limit of a card

Decrease the credit limit of a customer's credit card as per the credit card service request.

Avant de commencer

Role required: sn_bom_credit_card.agent or sn_bom_credit_card.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.

Pourquoi et quand exécuter cette tâche

When a credit card service case for a decrease in the credit limit is created, the Decrease Credit Limit flow is triggered. This flow automatically creates a credit card task in the Tasks tab of the case to decrease the credit limit for the customer.

For more information on the flows that are installed with the Financial Services Card Operations application, see Designer flows for Financial Services Operations applications.

Procédure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Credit Card Service Cases, open the case list.
   • For your assigned cases, click Assigned to me.
   • For all cases, click All.
4. In the list, select the case that you want to work on.
   To work on a case that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Based on the value in the Requested limit amount field, decrease the credit limit for a customer's credit card.
6. Update the Decrease credit limit task.
   1. In the Tasks tab, click the credit card task.
   2. In the State field, change the state of the task to Work in Progress.
   3. Facultatif : In the Work notes field, enter any comments.
   4. To close the task, in the State field, change the state of the task to Closed Complete.
   5. Click Save.

Résultats

• The stage of the credit card service case changes from Update Account to Closed – Complete.
• The customer receives a pre-configured email notification about the case closure.