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Service Process Automation with Unified Catalog
Set up and manage service processes for Automotive finance processes by using Unified Catalog.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
- Unified Catalog User Permissions
Review the required permissions for setting up Automotive finance service processes in the Unified Catalog and learn how to assign them based on user roles. - Address Update
Keep customers' address information updated on behalf of them to ensure timely and accurate updates related to loans and leases. - Fee Reversal
Reverse any charges that are incorrectly placed on loan or lease accounts on behalf of customers. - Payment Due Date Modification
Modify the due date for recurring loan or lease payments on behalf of customers by creating a service process request using Unified Catalog. Capture the new terms for loan or lease payments and check a customer’s eligibility for the due date modification request. If eligible, create and track a case for the request. - Payment Deferral
Defer recurring loan or lease payments on behalf of customers by creating a service process request using Unified Catalog. Capture the new terms for loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, create and track a case for the request. - Transaction Dispute for Automotive Loans and Leases
Manage over-payments, duplicate charges, and other transaction-related issues by using the Transaction Dispute prebuilt service process. Service reps at captive finance companies can provide a smooth customer experience and resolve disputes quickly on behalf of customers. Fetch financial data, capture the required list of transactions, and categorize disputes based on predefined reasons. Upload supporting documentation and complete required assessment questionnaires in the same flow to ensure faster resolution. - Lease Extension
Streamline the intake and fulfillment of lease extension requests for Automotive leases by using a prebuilt service process. Service reps can initiate a service process request on behalf of customers by using the Lease Extension template from Unified Catalog. Add a reason for the extension of a customer’s lease, select a new duration, provide insurance details, and upload supporting documents for the lease extension request. Once a request is submitted, the uploaded documents are either approved or rejected for the lease extension. Customers can reupload rejected documents based on the rejection reason provided. - Request Loan Payoff Statement
Simplify the loan payoff process for customers by helping them get clear, timely information on their loan balance and payment details. - Request Statement Copies
Help customers request statement copies for their financial accounts. They can choose to receive their statement copies to a preferred address either via email or post. - Update Email or Phone
Keep your address information updated to ensure timely and accurate updates related to loans and leases.
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