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Fee Reversal as a Self-Service Process

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Fee Reversal as a Self-Service Process

Capture customer requests to reverse fees charged on their accounts through a self-service channel.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Set Up Fee Reversal Service Process on Financial Services Client Portal
Let your customer community users request a fee reversal on a Financial Services Client Portal.
Submit a Fee Reversal Request as a Self-Service Process
Complete the fee reversal request form to reverse a fee for your financial account.

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