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3.3.1
Yokohama, Xanadu, Washington DC, Vancouver
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.
- Fixed
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- Republish the playbook to fix the b2b relationship contributor not being able to access case after creation.
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.