Indsend en anmodning om at fuldføre en gebyrtilsidesættelse for en klient ved brug af gebyrtilsidesættelsestjenesteprocessen.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Når en klient beder om at tilbagekalde et gebyr på sin finansielle konto, kan du bruge serviceprocessen Tilbagekaldelse af gebyr til hurtigt at indsende en sag om tilbagekaldelse af gebyr til gennemgang. En manager gennemser detaljerne for gebyrtilbagevendelsessager, vælger derefter en fuldførelsestype og anmoder om årsag til at fortryde gebyret, eskalere sagen eller lukke sagen.
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