Create a contact for a case

Add important contacts to a client's application. This activity creates a child case that manages the contact creation process.

Before you begin

Role required: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.relationship_manager, or sn_bom_clo_b2b.contact_lifecycle_agent

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select a Customer Lifecycle Operations case to work on.
3. In the playbook, click Add Contacts, then click Add New.
   A new child case appears in the row beneath the parent case tab.
4. In the upper right-hand corner of the screen, Click Save.
   Under the Playbook tab for the child case, you see three stages:

   • Initiate
   • Document Verification
   • Due diligence
5. Once you have completed the Initiate stage, click Submit.
6. Repeat as necessary to create cases for all required company personnel.

Result

A new contact case is created and linked to the parent case. The assigned document and KYC agents will complete the remaining two stages.

What to do next

Return to the parent case and continue the Customer Lifecycle Operations workflow.