Manage Standing Instructions Service Process for Wealth Banking
Your customers can use the Manage Standing Instructions service to request the addition
or removal of instructions for setting up recurring and timely payments from their investment
accounts.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
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 Standing Instructions through a self-service channel.
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