Configure Financial Services Customer Lifecycle Operations
Review the components that are installed with the application. Components can be modified according to your organization's business needs.
Before you begin
Make sure that the Financial Services Customer Lifecycle Operations application is installed. For more information, see Install Financial Services Business Lifecycle and Install Financial Services Client Lifecycle.
Role required: sn_bom_clo_b2b.admin or sn_bom_clo_b2c.admin
Procedure
- Review the installed components and modify them or add new ones as applicable.
| Task | Description |
|---|---|
| Configure CSM Configurable Workspace | Configure CSM Configurable Workspace to customize your workspace to suit your business needs. |
| Configure playbooks | Edit or create a new playbook using Playbooks. |
| Configure service definitions | Configure service definitions to enable unique flows and views for Customer Lifecycle Operations service cases and tasks.You can add new case types and configure service definitions for each type. |
| Configure Service Level Agreements (SLAs) | Configure the installed SLAs to configure SLA timings for Customer Lifecycle Operations service cases and tasks. |
| Configure user groups | Configure user groups for assignment of cases and tasks. You can also assign roles to groups and users. |
| Configure assignment rules | Configure assignment rules to identify cases that meet certain conditions and then route those cases to agents. |
| Configure Document Processor | Configure Document Processor for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions. |