Send en forespørsel om å fullføre en godtgjørelsesreversering for en klient ved bruk av tjenesteprosessen Godtgjørelsesreversering.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition der Financial Services Cloud er aktivert
Når en klient ber om å reversere en godtgjørelse for sin finanskonto, kan du bruke tjenesteprosessen Fee Reversal (Gjeldsreversering) til raskt å sende en tilfelle med tilbakestilling av godtgjørelse til gjennomgang. En leder ser gjennom saksdetaljene for tilbakestilling av godtgjørelser, velger deretter en innfrielsestype og ber om en årsak til å reversere godtgjørelsen, eskalere saken eller avslutte saken.
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