Assign Service Processes to Catalog Categories

Organize your service processes by assigning them to catalog categories.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with the required licenses

User Permissions Needed
To assign service processes to catalog categories:	Product Catalog Management Designer

From the App Launcher, find and select Product Catalog Management.
Click Catalogs.
On the catalogs list view page, select CatalogOfServiceProcesses.
Click Categories.
In the Categories section, click Retail Banking.
On the Category page, click Related.
In the Products section, click Assign Products.
Find and select the Fee Reversal, Temporary Credit Limit Increase, and Update Profile service process products.
Click Next.
Save your changes.
Similarly, assign the Manage Standing Instructions and Update Profile service process products to the Wealth Management category.

Here are the service process products assigned to the Retail Banking category.

Here are the service process products assigned to the Wealth Management category.

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