Manage Beneficiaries for Retail Banking Service Process
Your customers can use the Manage Beneficiaries service process to raise requests to
add, modify, or delete beneficiaries. This service process makes sure that beneficiary details
are accurate.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Self Service for Manage Beneficiaries Service Process Give your customer community users access to the Manage Beneficiaries 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 Manage Beneficiaries through a self-service channel.
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