Fee Reversal Service Process

The Fee Reversal service process allows your customers to request a reversal of fees charged to their accounts.

Available in: Lightning Experience

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

Reverse Fees on Client Accounts Using Service Process Studio
Use the Service Process Studio to customize the Fee Reversal service process to meet the needs of your business. The guided flow lets you customize the default Fee Reversal service process to give your users a process to submit a request to complete a fee reversal.
Reverse a Fee for a Client
Submit a request to complete a fee reversal for a client using the Fee Reversal service process.
Fee Reversal as a Self-Service Process
Capture customer requests to reverse fees charged on their accounts through a self-service channel.

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