Financial Services Card Operations

Assign a credit card service case to yourself or to another credit card agent to start working on the case.

Block a credit card for a customer as per the credit card service request.

Learn about the components and properties that are installed with the Financial Services Card Operations application.

With Financial Services Card Operations, streamline, digitize, and automate the card operations from the front to back office in your financial institution, so that credit card applications and card transaction disputes can be quickly processed.

Check that a customer's supporting documents are complete so that you can complete the credit card request.

Close a customer's credit card account as per the credit card service request.

Decrease the credit limit of a customer's credit card as per the credit card service request.

Determine a card's terms and conditions and disclosures and update the customer agreement for a customer. This information is shared with the customer before you issue a new credit card.

Evaluate the eligibility of the requested product for the customer.

File the customer agreement that is prepared for a customer so that you can to set up a new credit card account.

You can use the ServiceNow Financial Services Card Operations application to create and manage various card service requests.

Increase the credit limit for a customer to the approved credit limit that was set by the credit assessment agent.

You can install the Financial Services Card Operations application (sn_bom_credit_card) if you have the admin role. If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

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

By using the credit card service case and associated tasks, you can manage credit card service requests that you receive from your customers for your financial institution.

Properties that control the behavior of the Financial Services Card Operations application.

Revert a card's credit limit to its original limit for a customer who requested a temporary increase in the credit limit.

Retrieve a credit assessment and evaluate the risks for a customer. You can approve or reject the credit card request based on your findings.

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

Set up a new credit card account for a customer after customer verification is done and the required documents are prepared.

Unblock a customer's credit card as per the credit card service request.

Credit card agents can work on a credit card case that blocks a customer's credit card as per the service request.

As a credit card agent, you can work on a credit card case to increase the credit limit for a customer's credit card based on the findings from the customer's credit assessment.

As a credit card agent, you can work on a credit card case to validate the customer information and set up a new credit card account for the customer.