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Self Service for Set Up Required Minimum Distribution Service Process
Give your customer community users access to the Set Up Required Minimum Distribution 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 Set Up Required Minimum Distribution through a self-service channel.
- Configure Set Up Required Minimum Distribution as a Self-Service Process
Configure a self-service portal by using the Financial Services Client Portal template and give your customer community users a self-guided process to set up the required minimum distribution for their retirement accounts.
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