Simplify the travel experience for your customers by notifying the bank about their
upcoming trips. Verify the legitimacy of transactions and help customers avoid card-related
issues during their trips.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Self Service for Notify Travel Plans Service Process Give your customer community users access to the Notify Travel Plans 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 travel notifications through a self-service channel.
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