Exploring Financial Services Card Operations

You can use the ServiceNow® Financial Services Card Operations application to create and manage various card service requests.

Card services

The application enables managing the following types of card and dispute service requests:
  • New credit card
  • Increase credit limit
  • Decrease credit limit
  • Block credit card
  • Unblock credit card
  • Close credit card
  • Dispute card transaction

Card Operations users

The Financial Services Card Operations application is aimed at the following users:
  • Administrator: Responsible for configuring the Financial Services Card Operations application.
  • End users: Customers, requesters such as branch workers (or call center agents), and contributors who submit credit card and dispute service requests and check the status of cases.
  • Fulfillers: Agents in a bank's middle or back office of financial institutions who work with card operations. They are responsible for working on credit card cases and tasks such as credit assessment tasks, dispute service tasks, document service tasks that come into card services. These types of agents work on credit card and card dispute requests:
    • Credit card agents
    • Credit card agent connectors
    • Credit assessment agents
    • Card dispute agents
    • Card dispute agent connectors