Your customers can use the Request Statement Copies service process to request statement
copies for their financial accounts. They can choose to receive their statement copies to a
preferred address either via email or post.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Watch this video to understand how customers can use the Request Statement Copies service process to request financial account statement copies for a preset or custom duration. This video demonstrates the service agent and self-service experiences when you deploy the prebuilt Request Statement Copies service process template.
Submit a Request Statement Copies Request Your service agents can capture and submit a Request Statement Copies request through the Request Statement Copies Omniscript. A case is then created in Salesforce.
Self-Service for Request Statement Copies Service Process Give your customer community users access to the Request Statement Copies 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 statement copies through a self-service channel.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
