0
2.7.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Financial Services Payment Operations workflows for customer requests. Provides capabilities to consolidate requests for a Payment Operations team and route them through workflows to the appropriate middle and back office teams.
- Manage inbound and outbound payment inquiries
- Manage inbound and outbound payment claims
- Manage customer debit approvals for a payment claim
- Dedicated workspaces for Payment Inquiry agents and Payment Claim agents
- Updated:
- FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
Financial Services Payment Operations is dependent on the Financial Services Operations Core application and Customer Service plugin.
Permissions and roles:
- Role required to install the application: System admin (admin)