Submitting a loan service request

Bank workers can begin the loan workflow by submitting a loan service request received from customers (consumer or business contact). Customers (consumer or contact) can also directly submit a request from service catalog.

Requests submitted by loan contributors

Loan contributors can collect required information and documents and submit loan service requests for the accounts managed by them. They can create loan service requests from the workspace.

Requests submitted by requesters

Requesters in the front office and call center agents can submit loan service requests on behalf of their customers from interaction records and service catalog.

Requests submitted by customers

Business customers and consumers can submit loan service requests from the Customer Service Portal, Consumer Service Portal, or another self-service portal. They can select a service catalog item, fill out the necessary form, and then submit it.

注:

Before your consumers can submit a request using the Consumer Service Portal, you must have the Consumer Service Portal plugin (com.glide.service-portal.consumer-portal).

Requests initiated by back-office agents or APIs

The following loan service requests are triggered via an API from the bank's back-end system or initiated by a back-office agent:

• Loan Write-Off
• Missed Repayment
• Covenant Breach

Requests submitted by loan agents and agent connectors

Back-office loan agents can also initiate a loan service case by navigating to Loan service cases in the list view of the workspace and clicking New.

Loan agent connectors can collect required information and documents and submit loan service requests for the accounts managed by them.