Complete the Address Update Request Form
Complete the Address Update request form.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To use Address Update service process: | Industries Service Process, Industry Service Excellence, OmniStudio, Document Checklist, and Business Rules Engine Case, Service Catalog Request, and Document Checklist Items objects: Read, Create, Edit, Delete Decision Matrix, Decision Matrix Columns, Decision Matrix Rows, Decision Matrix Versions, Expression Set, Expression Set Object Aliases, Expression Set Step Relationships, Expression Set Versions objects: Read, View All Records AND Financial Services Cloud Extension OR FSC Service OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
- From the Retail Banking App, select Accounts from the dropdown menu.
- On the Accounts tab, search for and select the Account name.
- Click the Address Update quick action.
- Complete the Address Change form with the client’s new address and click Next.
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Select the records to update with the new address and click
Next.
The client can choose to update the address on Accounts and Financial Accounts records.
-
Select a Document Type and click Upload Files to select a copy of
the supporting documentation with the new address. Then click
Next.
To validate the client’s identity, the client must provide a copy of the valid document type that contains the new address.
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Review the address change details and click Submit.
The address change request is successfully submitted. A case is created and assigned to a manager for approval.
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