Playbooks for Financial Services Operations applications
Several playbooks are installed with Financial Services Operations applications that you can use to run your digitized business process.
By using Process Automation Designer, you can review and configure these predefined playbooks for your own business needs.
The following table lists the predefined playbooks that are available with Financial Services Operations applications.
| Application | Playbook |
|---|---|
| Financial Services Card Operations | Dispute card transactions |
| Financial Services Complaint Management | Complaint service |
| Financial Services Business Lifecycle | - Account Onboarding - Contact Onboarding |
| Financial Services Client Lifecycle | Customer Onboarding |
| Financial Services Business Deposit Operations | - Add standing order - Modify standing order - Cancel standing orders - Failed standing order - Originate deposit account - Close deposit account - Manage financial relationship |
| Financial Services Personal Deposit Operations | - Add standing order - Modify standing order - Cancel standing orders - Failed standing order - Deposit account origination - Close deposit account - Add relationship - Modify financial account relationship - Remove financial account relationship |
| Commercial Lines Claims | - Commercial auto claim - Commercial auto adjuster |
| Commercial Lines Servicing and Commercial Lines Underwriting | - Change coverage - Underwriter review for coverage changes |
| Individual Life Servicing and Individual Life Underwriting | - Add/Change beneficiary for individual - Increase coverage - Decrease coverage - Convert term to perm - Cancel Policy - Underwriter review for increase coverage |
| Group Life Servicing and Group Life Underwriting | - Group life Change member info - Group Life underwriter |
| Financial Services Business Loan Operations | Loan Forgiveness |
| Financial Services Personal Loan Operations | Loan Deferment |
| Financial Services Treasury Operations | - RDC Service - Wire Transfer Service |
| Individual Life Claims | Individual death claim |
| Insurance claims | First notice of loss |