Setting up a new credit card account › Use › Card Operations › Banking applications › Financial Services Operations \(FSO\)

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Set up a credit card account for a customer and close the case

Set up a new credit card account for a customer after customer verification is done and the required documents are prepared.

Before you begin

Role required: sn_bom_credit_card.agent or sn_bom_credit_card.agent_connector

Important: For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.

About this task

This credit card task is automatically created for a new credit card case when the document service task to file the customer agreement completes.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon (

Image omitted: inline-data-vis-96px-list.png
lists icon\).

Open the task from a credit card service case or from the Credit Card Task list.

Option	Steps
From a credit card service case	In the Lists tab, under Credit Card Service Cases, click Assigned to me. In the list, click the case that you want to open. In the case, click the Tasks tab and select the credit card task.
From the Credit Card Task list	In the Lists tab, under Credit Card Task, click All. In the list, click the task that you want to open.

In the State field, change the state of the task to Work in Progress.
Based on the values in the Risk score and Approved credit limit fields, create a new credit card account for the customer as per the request.
In the Work notes field, enter any comments.
To close the task, in the State field, change the state of the task to Closed Complete.
Click Save.

Result

The stage of the associated credit card service case changes from Account Creation to Closed – Complete.
The customer receives a pre-configured email notification about the case closure.