0
3.7.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Provides capabilities to consolidate requests for a Loan Operations team and route them through workflows to the appropriate middle and back office teams.
- Streamline client loan requests across departments
- Improve loan servicing processes with performance analytics
- Manage loan service requests for business customers.
- Loan financial account types for business customers.
- Dedicated workspace for loan agents.
- Performance Analytics for insights into team and business performance.
- New:
- Added deposit service table as a source for AIS, enabling better data integration and insights.
- 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 Business Loan Operations is dependent on Financial Services Operations Core and Customer Service.
Permissions and roles:
- System administrator (admin) role is needed for the installation.