Financial Services Payment Operations

Assign a case for a payment claim to yourself or to another claim agent so that you or another agent can start working on the case.

Assign a payment inquiry case to yourself or to another inquiry agent so that you or another agent can start investigating the case.

Claim cases help the claim agents resolve payment claim requests that they receive from the bank's customers or third-party banks.

Close the claim case when you've completed the claimed refund process.

Close the case after you've created a claim case for the inquiry case or the customer has accepted your proposed solution.

Review the components that are installed with the Financial Services Payment Operations application and modify as needed for your organization's business needs.

As a claim agent, you can create a case for a refund request that comes from a third-party bank.

Create a claim for an internal payment inquiry case when its investigation indicates that it's a valid claim and the customer is entitled to a refund.

Create a debit approval case for a claim so that you can request a refund internally from one of your banks or a customer.

As an inquiry agent, you can create an inquiry case for an external inquiry that you receive from a third-party bank.

Domain separation is supported for Financial Services Payment Operations. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

Install the Financial Services Payment Operations (sn_bom_payment) application if you have the admin role. This application includes demo data and installs the related store applications and plugins if they are not already installed.

Several types of components are installed with the installation of the Financial Services Payment Operations application, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.

Investigate the payment inquiry case so that you can get enough information about the case to resolve it.

The payment claims capability of the Financial Services Payment Operations application enables you to submit and manage payment claims and debit approvals for your financial institution. The application supports both personal and business claims and debits.

The Financial Services Payment Operations application enables you to submit and manage payment inquiry requests from customers and third-party banks. The application supports personal and business claims and debits.

Payment inquiry cases help the inquiry agents resolve inquiries that they receive from the bank's customers or third-party banks.

You can use the ServiceNow Financial Services Payment Operations application to create and manage requests for payment inquiries, claims, and debit approvals for your financial institution.

Reference topics provide additional information about Financial Services Payment Operations.

With ServiceNow Financial Services Payment Operations, streamline, automate, and future-proof the payment operations in the front, middle, and back office of your financial institution. The application supports both personal and business payment inquiries, claims, and debits.

The workflows available with Financial Services Payment Operations connect people, departments, and institutions to quickly initiate, research, and resolve the payment errors and missing payments.

Customize the properties that are available with Financial Services Payment Operations.

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.

As a front-office worker (branch employee or call center agent), you can submit a payment inquiry request on behalf of a customer.

As a front-office worker (branch employee or call center agent), you can submit a claim request on behalf of a customer.

Learn how branch workers and agents use the Financial Services Payment Operations application to submit and manage payment inquiry requests, claims and debit approvals.

Using a claim task, follow up with the third-party bank for a claim refund.

Work on an internal claim to determine if it’s valid and where to get the refund from.

Work on a claim to determine if it's valid and where to get the refund from.

Work with your internal customer or bank to get the debit amount approved so that you can complete the claim refund.

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