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.
- Manage loan service requests for retail customers
- Financial account types for retail customers, such as mortgage and personal
- 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 Personal Loan Operations is dependent on Financial Services Operations Core and Customer Service
Permissions and roles:
- Role required to install the application: System admin (admin)