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            Manage Card Usage Service Process

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            3. Financial Services Cloud Admin Guide

            Manage Card Usage Service Process

            The Manage Card Usage service process simplifies card management for your customers, enabling them to set and adjust limits for their cards. Customers can gain greater control over their accounts by making sure that spending stays within their financial preferences, and prevent unauthorized transactions.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            • Setup and Configuration of the Manage Card Usage Service Process
              Give your service reps an easy-to-follow process to help customers set and adjust their card usage limits, by enabling the Manage Card Usage service process through Service Process Studio.
            • Submit a Manage Card Usage Request
              Your service reps can capture and submit a Manage Card Usage request through the Manage Card Usage Omniscript.
            • Self Service for Manage Card Usage Service Process
              Give your customer community users access to the Manage Card Usage 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 Card Usage through a self-service channel.
             
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