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Reset PIN Service Process

Reset PIN Service Process

The Reset PIN service process simplifies card management for your customers, enabling them to easily reset their card PIN. This ensures secure access and prevents issues with account access, maintaining account security and offering peace of mind to your customers.

Required Editions

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