Work on a credit task for a loan service case

Work on a credit task to review or authorize the credit for a loan customer. You can approve or reject the request based on your findings. A credit task is also used to update the covenant when you are working on a covenant breach.

Before you begin

Role required:

• For a personal loan service task: sn_bom_credit_asmt.b2c_agent or sn_bom_credit_asmt.b2b_agent_connector
• For a business loan service task: sn_bom_credit_asmt.b2b_agent or sn_bom_credit_asmt.b2c_agent_connector

Important:

For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.

About this task

If a credit assessment is required for a loan service request, the workflow automatically generates a credit task for a credit agent. The task is assigned to the credit operations team or a credit agent based on the assignment rules.

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Credit Tasks, open the task list.
   • For your assigned tasks, click Assigned to me.
   • For all credit assessment tasks, click All.
4. In the list, select the task that you want to work on.
   To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Finish the work that is required to complete the task in your core banking system.
6. Optional: In the Work notes field, enter any comments that are related to your findings.
7. Click Approve to approve or Reject to reject the request.
   Note:

   To enable a credit task to update a covenant, click Close.

Result

• The credit task moves to the Closed Complete state.
• A new task that is based on the workflow is automatically generated in the Tasks tab of the associated case. The new task is assigned to an assignment group or agent based on the assignment rule.