Setup and Configuration for Financial Service Processes in Unified Catalog
Configure every aspect of your service processes. Connect intake forms to fulfillment flows to give your case handlers the exact tools they require to process service process requests.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog. |
Required Setup by Service Process
To set up a financial service process, complete a set of common setup tasks followed by any specific tasks required for your unique service. Find your target service process in this table to determine the exact tasks that you should perform to configure a service process.
| Service Process | Required Setup |
|---|---|
| All Service Processes |
|
| Transfer Funds to Own Account | |
| Transaction Dispute Management | |
| Initiate Vehicle First Notice of Loss | |
| Report First Notice of Loss for Homeowners | |
| Address Update | |
| Change Billing Cycle | |
| Lock or Unlock Card | |
| Manage Beneficiaries | |
| Manage Card Usage | |
| Manage Credit Limit Service | |
| Order Checkbook | |
| Notify Travel Plans | |
| Request Loan Payoff Statement | |
| Initiate Vehicle First Notice of Loss | |
| Report First Notice of Loss for Homeowners | |
| Estate Planning | |
| Initiate Automated Customer Account Transfer | |
| Manage Beneficiaries for Wealth Banking | |
| Manage Standing Instructions for Wealth Banking | |
| Set Up Required Minimum Distribution | |
| Update Profile | |
| Transfer Funds to Own Account | |
| Address Update | |
| Manage Credit Limit | |
| Set Up Required Minimum Distribution | |
| Update Profile | |
| Fee Reversal | |
| Request Insurance Proof |
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