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            Submit a Fee Reversal Request as a Self-Service Process

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

            Submit a Fee Reversal Request as a Self-Service Process

            Complete the fee reversal request form to reverse a fee for your financial account.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To submit a fee reversal request on Financial Services Client Portal:

            OmniStudio Runtime for Communities

            AND

            Financial Services For Customer Community

            OR

            Financial Services For Customer Community Login

            OR

            Financial Services For Customer Community Plus

            OR

            Financial Services For Customer Community Plus Login
            1. Log in to the Financial Services Client Portal.
            2. Find and select the fee reversal page or action on the portal.
            3. Select a financial account, and click Next.
              You can select only one financial account per fee reversal request. Only checking, saving, and credit card type financial accounts are shown.
              Note
              Note Only the financial accounts for which the community user is a primary owner are shown.
            4. To view a list of transactions, select a fee type, and click Next.
            5. Select a transaction, and click Next.
            6. Review the fee reversal summary, and then click Create a Case.
              The fee reversal request is successfully submitted. A case is created and assigned to a manager for approval. To view the case details, go to the Cases page on the portal.
             
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