Create a treasury service case
Begin the treasury service application process by creating a treasury case on behalf of your customer.
Before you begin
Role required: sn_bom_treasury.contributor or sn_bom_treasury.agent_connector
Note:
The applicable universal contributor role can also be assigned to create a case. For more information, see User roles and FSO Business rules.
Important:
For the agent connector or
contributor role to work, they must be combined with one of the roles in CSM industry data
model or Contributor users. For more information, see Roles and Personas.
About this task
A treasury agent can also create a treasury service case by navigating to Treasury Service Cases in the list view of the workspace and clicking New.
Procedure
- Navigate to .
-
Select the lists icon (
).
-
Create a treasury case from the treasury case list or an interaction
record.
Option Steps Treasury case from the treasury case list - In the Lists tab, under Treasury Service Cases, click All.
- Click New.
Treasury case from an interaction record - In the Lists tab, under Interactions, click My Interactions.
- Open the required interaction record for the customer.
- Click Create Case.
For information on how to create an interaction, see Create an interaction.
-
In the Create a new case dialog box, select the treasury service that you want
to create a case for.
- Onboard RDC service.
- Onboard Wire service.
- Click Create.
- On the form, fill in the required fields and any other related information that you've gathered from the customer.
- Click Save.
Result
- A treasury service case is created in the New state and the workflow is triggered.
- The case is assigned to an assignment group or an agent in the treasury service based on the defined assignment rules.
What to do next
Collect all the required customer information and submit the application.
- In the Playbook tab, fill the data in the Initiate stage.
- Submit the application to back-office agents for fulfilment.