Setup and Configuration of the Report and Replace Cards Service Process for Retail Banking
Use the Service Process Studio to enable the Report and Replace Cards service process to give your agents an easy-to-follow process for capturing customer requests to report and replace cards.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Here are the artifacts and components used for this process:
| TYPE | NAME | WHAT IT DOES |
|---|---|---|
| API Endpoints | For current account - /CurrentAccount/IssuedDevice/Request | Calls the outbound API endpoints in MuleSoft (or other middleware) that the fulfillment flow uses to fulfill the request. |
| For savings account - /SavingsAccount/IssuedDevice/Request | ||
| For credit card - /CreditCard/IssuedDevice/Request | ||
| Integration Definitions | FSC_ReportandReplaceCreditCard | Calls the API to submit a client’s request in the core banking system. |
| FSC_ReportandReplaceDebitCard | ||
| Apex | fscserviceprocess.ReportandReplaceCreditCardIntegPrvd | Implements the business logic required for the service process integration. |
| fscserviceprocess.ReportandReplaceDebitCardIntegPrvd | ||
| Omniscript | FSC/ReportandReplaceCards | Gives a guided path for completing the request intake process. |
| Flow Orchestrator Work Guide | Process Report and Replace Cards Request | Activates record-triggered flow orchestrator whenever a request is made, attempts to process it, and acts based on the outcome. |
| Service Process Template | Report and Replace Cards | Creates a unique version of the service process from a predefined template. |
| Action Launcher Deployment | /FSC/ReportandReplaceCards/Multi-Language | Adds Omniscript to the action launcher component. |
- Assign Permissions for the Report and Replace Cards Service Process for Retail Banking
To use the Report and Replace Cards service process, assign the relevant permissions to your users. - Connect to MuleSoft and Create a Named Credential for the Report and Replace Cards Service Process
Turn on Financial Services Cloud Integrations and create a MuleSoft named credential to connect your external banking system to Salesforce. - Create Integration Definitions for the Report and Replace Cards Service Process
The Report and Replace Cards Service Process uses thefscserviceprocess.ReportandReplaceCreditCardIntegPrvdandfscserviceprocess.ReportandReplaceDebitCardIntegPrvdintegration definitions. It calls the API to submit the client’s card request in the core banking system. You can use these integration definitions, or create your own. - Clone and Activate the Omniscript for the Report and Replace Cards Service Process
Clone and activate the FSC/ReportandReplaceCards Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Report and Replace Cards service process. Use the Omniscript as it is, or customize it to meet the needs of your business. - Clone and Activate the Report and Replace Cards Salesforce Flow
Use the Process Report and Replace Cards Request Salesforce Flow Orchestration to show your users the step-by-step instructions to submit a Report and Replace Cards request for a client. You can customize the flow to meet your business needs. - Incorporate Your Company Logo in Report and Replace Cards Service Process Communications
Use your company logo in an Email template and use it with the Report and Replace Cards service process for customer interactions. - Create a Report and Replace Cards Service Process from a Template
Create a unique version of the Report and Replace Cards service process and enter the details. - Add Data Attributes for the Report and Replace Cards Service Process
You can create data attributes to store information that a customer provides. The Report and Replace Cards service process has predefined data attributes. You can create more as needed to meet the needs of your business. - Create a Report and Replace Cards Action
Create an action launcher deployment that uses the service process template to give your users quick access to the Report and Replace Cards Omniscript. If you have an existing action launcher deployment, add the Report and Replace Cards Omniscript to it. - Add the Action to the Person Account Page for the Report and Replace Cards Service Process
Add the Report and Replace Cards action launcher component to the person account page layout to give your users quick access to the Report and Replace Cards Omniscript.
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