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            Lock or Unlock Card Service Process

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            3. Financial Services Cloud Admin Guide

            Lock or Unlock Card Service Process

            The Lock or Unlock Card service process enables customers to lock or unlock their cards for enhanced security and better control over card usage. It prevents unauthorized transactions and makes sure that customers can quickly secure their cards when needed.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            • Setup and Configuration of the Lock or Unlock Card Service Process
              Give your service reps an easy-to-follow process to help customers lock or unlock their cards, by enabling the Lock or Unlock Card service process through Service Process Studio.
            • Submit a Lock or Unlock Card Request
              ​​Your service reps can create and submit a Lock or Unlock Card request through the Lock or Unlock Card Omniscript.
            • Self Service for the Lock or Unlock Card Service Process
              Give your customer community users access to the Lock or Unlock Card service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Lock or Unlock Card through a self-service channel.
             
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