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            Submit a Fee Reversal Request

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Submit a Fee Reversal Request

            Use the fee reversal process to reverse fees on client financial accounts.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To set up Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case and Service Catalog Request objects Read, Create, Edit, Delete, View All Records

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case, and Service Catalog Request Items objects: Read, Create, Edit, Delete

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            1. On the Person Account record page for the client, in the action launcher, click FSCFeeReversal.
            2. Select a financial account, then click Next.
              Only the financial accounts where client is a primary owner or joint owner are shown. You can select only one financial account per fee reversal request. Only checking, saving, and credit card type financial accounts are shown.
              Fee reversal select financial account
            3. To view a list of transactions, select a fee type, then click Next.
              The available fee types depend on your company.
              Fee reversal select fee type
            4. Select a transaction, then click Next.
              The available transactions depend on the company’s validation rules.
              • ID: The core banking system ID.
              • Type: The fee type of the transaction.
              • Code: The code of the transaction.
              • Posted Date: The posted date and time of the original transaction.
              • Description: The description of the original transaction.
              • Amount: The original transaction amount that was charged to the customer.
                Fee reversal select transaction
            5. Review the fee reversal summary.
              1. Transactions with status non-reversible are removed from the fee reversal request.
                The Reason field provides details when a transaction isn’t eligible for reversal. It's blank if the transaction is reversible.
              2. Click Create a Case.
                Fee reversal summary screen
            6. Review the fee reversal summary.
              1. Click the case number to review the case associated with the fee reversal.
                Fee reversal confirmation screen
             
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