Playbooks for Financial Services Operations applications

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Several playbooks are installed with Financial Services Operations applications that you can use to run your digitized business process.

    By using Process Automation Designer, you can review and configure these predefined playbooks for your own business needs.

    The following table lists the predefined playbooks that are available with Financial Services Operations applications.
    表 : 1. Predefined playbooks available with Financial Services Operations applications
    Application Playbook
    Financial Services Card Operations Dispute card transactions
    Financial Services Complaint Management Complaint service
    Financial Services Business Lifecycle
    • Account Onboarding
    • Contact Onboarding
    Financial Services Client Lifecycle Customer Onboarding
    Financial Services Business Deposit Operations
    • Add standing order
    • Modify standing order
    • Cancel standing orders
    • Failed standing order
    • Originate deposit account
    • Close deposit account
    • Manage financial relationship
    Financial Services Personal Deposit Operations
    • Add standing order
    • Modify standing order
    • Cancel standing orders
    • Failed standing order
    • Deposit account origination
    • Close deposit account
    • Add relationship
    • Modify financial account relationship
    • Remove financial account relationship
    Commercial Lines Claims
    • Commercial auto claim
    • Commercial auto adjuster
    Commercial Lines Servicing and Commercial Lines Underwriting
    • Change coverage
    • Underwriter review for coverage changes
    Individual Life Servicing and Individual Life Underwriting
    • Add/Change beneficiary for individual
    • Increase coverage
    • Decrease coverage
    • Convert term to perm
    • Cancel Policy
    • Underwriter review for increase coverage
    Group Life Servicing and Group Life Underwriting
    • Group life Change member info
    • Group Life underwriter
    Financial Services Business Loan Operations Loan Forgiveness
    Financial Services Personal Loan Operations Loan Deferment
    Financial Services Treasury Operations
    • RDC Service
    • Wire Transfer Service
    Individual Life Claims Individual death claim
    Insurance claims First notice of loss