Work on an inquiry task

Work on a payment inquiry task to request additional information that is related to an inquiry case from the recipient bank.

Before you begin

Role required: sn_bom_payment.inquiry_agent or sn_bom_payment.inquiry_agent_connector

About this task

An inquiry task is automatically generated for a Beneficiary Claim Non-Receipt - Internal case with an external recipient and assigned to the inquiry agent working on the case. However, for any internal follow-up, you can also create an ad hoc inquiry task for any type of inquiry.

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Click the lists icon ().
3. Open the inquiry task from a payment inquiry case or from the Inquiry Tasks list.

   Option	Steps
   From a payment inquiry case	In the Lists tab, under Payment Inquiry Cases, click Assigned to me. In the list, click the case that you want to open. In the case, click the Inquiry Tasks tab and click the inquiry task.
   From the Inquiry Tasks list	In the Lists tab, under Inquiry Tasks, click Assigned to me. In the list, click the task that you want to open.

4. In the State field, change the state of the task to Work in Progress and send an email to the recipient bank requesting the required information for the case.
5. Optional: If you've received the required information from the recipient bank via emails or any other interactions, attach these artifacts to the case.
6. Optional: In the Work notes field, enter any comments or received information.
7. In the State field, change the state of the task to Closed Complete to close the task.
8. Click Save.

What to do next

• After you've received the requested information from the recipient bank and you've closed the inquiry task, update the associated inquiry case as per the received information.
• Change the state of the associated case to Work in Progress and work on the case to resolve it.
  Note:

  If the inquiry case is not resolved or closed within the number of days that are mentioned in the sn_bom_payment.inquiry_task_folow_up_interval_in_days payment property, the system creates another follow-up inquiry task for the case.