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            Take Action on an Address Update Request Case

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            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.
             
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