Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Take Action on an Address Update Request Case

          Take Action on an Address Update Request Case

          Review the address update request case. Approve, decline, or request additional information for the address update. 

          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

          1. From the Retail Banking App, select Accounts from the dropdown menu.
          2. On the Case tab, search for and select an Address Update Service Request case.
          3. Click the Service Request tab.
          4. Review the new address and selected records to update with the new address.
          5. Click the Related tab.
          6. In the Document Checklist Items related list, review the document type and uploaded file.
          7. In Work Guide, click the actions menu on the document file and click Approve to verify the document.
          8. To approve the address update request, click Next.
           
          Loading
          Salesforce Help | Article