Manage Standing Instructions Service Process for Retail Banking
Your customers can use the Manage Standing Instructions service process to add or modify
instructions for setting up recurring and timely payments.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Watch this video to understand how Manage Standing Instructions service process helps customers set up and manage recurring payment instructions. This video demonstrates the service agent and self-service experiences when you deploy the prebuilt Manage Standing Instructions service process template.
Self-Service for Manage Standing Instructions Service Process Give your customer community users access to the Manage Standing Instructions 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 managing standing instructions through a self-service channel.
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