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            Add a Standing Instruction to an Account for Retail Banking Service Process

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            3. Financial Services Cloud Admin Guide

            Add a Standing Instruction to an Account for Retail Banking Service Process

            Your service agents can capture and submit a request for adding a standing instruction through the Manage Standing Instructions Omniscript. A case is then created in Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up the Manage Standing Instructions service process: Customize Application
            1. On the customer’s Person Account record page, in action launcher, select the action for adding a standing instruction.
            2. Select a financial account.
            3. To add a standing instruction, select Add standing instruction.
              If you want to update an existing instruction, select Update standing instruction and the standing instruction to update. To cancel an existing instruction, select Cancel standing instruction and the standing instruction to cancel.
            4. Enter the payee details, such as name, currency, amount, routing number, and account number.
            5. If you want to add a standing instruction with a specific timeframe, select Duration.
              This is suitable for instructions that have a definite start and end date. Use Duration when you want the instruction to occur for a certain period and then automatically stop after the end date is reached.
            6. If you want to add a standing instruction to set up a recurring payment at definite intervals, but there’s no fixed end date, select Installment.
              For example, to pay off a loan in equal monthly installments until the entire loan amount is settled, select the installment option.
            7. Review the payee details, amount to transfer, account number, and frequency and submit the request.

            A case is created in Salesforce for adding a standing instruction request.

             
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