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            Manage Credit Limit Service Process

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            3. Financial Services Cloud Admin Guide

            Manage Credit Limit Service Process

            The Manage Credit Limit service enables customers to request adjustments to their credit card limits, either increasing or decreasing them. This process helps customers take better control of their finances.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            • Setup and Configuration of the Manage Credit Limit Service Process
              Give your service reps an easy-to-follow process to help customers adjust their credit limits, by enabling the Manage Credit Limit service process through Service Process Studio.
            • Submit a Manage Credit Limit Request
              ​Your service reps can capture and submit a Manage Credit Limit request through the Manage Credit Limit Omniscript.
            • Self Service for Manage Credit Limit Service Process
              Give your customer community users access to the Manage Credit Limit service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for Manage Credit Limit through a self-service channel.
             
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