---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Propose a solution for an inquiry case

# Propose a solution for an inquiry case {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Propose a solution that is based on your findings from the investigation of the
inquiry case that you've just finished, so that you can resolve the case.

## Before you begin

Role required: sn_bom_payment.inquiry_agent or
sn_bom_payment.inquiry_agent_connector

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon]()).
3. In the Lists tab, under Payment Inquiry Cases, click Assigned to me.
4. In the list, click the case that you want to resolve.
5. If the state of the case is other than Work in Progress, change the state to Work in Progress in the State field.
6. In the Resolution code field, select an appropriate resolution code that is based on the received information.
7. In the Resolution notes field, enter your comments for the proposed solution.
8. Click Propose Solution.

## Result

* The state of the case updates to Resolved.
* A pre-configured email notification about the case resolution is sent to the customer.
* If there's a Customer or Consumer Service Portal for customers, they get a notification for the proposed solution on the portal. Buttons for accepting or rejecting the solution appear in the section of the form that shows the consumer actions on the portal.  
  For more information, see [Accept or reject a
  case solution from the Consumer Service Portal](https://www.servicenow.com/docs/access?context=resolve-cases-consumer-portal&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US).  
  Note:  
  To use the Consumer Service Portal, activate the Consumer Service Portal plugin (com.glide.service-portal.consumer-portal).
{#propose-solution-inquiry-case__ul_hpy_qxc_hmb}

## What to do next

Get an acceptance from the customer for the resolution and [close the
inquiry case](https://www.servicenow.com/docs/F3fExcrFtYTrCJWFnEQHaw "Close the case after you've created a claim case for the inquiry case or the customer has accepted your proposed solution.").

If the customer rejects the proposed solution, move the
case back to the Open state. If the customer rejected the proposed solution from the
Customer or Consumer Service Portal, the state of the case automatically updates to
Open.

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