Submit a Manage Credit Limit Request

Your service reps can capture and submit a Manage Credit Limit request through the Manage Credit Limit Omniscript.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To submit an Manage Credit Limit request:	Customize Application

On the customer’s account record page, in the action launcher, select the action for managing credit limits.
Select the active credit card for which the credit limit needs to be adjusted.
In the Request New Credit Limit step, select the new credit limit amount.
Enter the reason for updating the credit limit.
Enter the Employment Status, Occupation, Total Annual Income, and Sum of All Annual Liabilities.
Upload any required supporting documents.
Review the summary of the credit limit request and ensure all information is correct.

A case is created in Salesforce for manage credit limit request.

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