Payout Request
Responsibility
Asset finance – payout request
Work Process
- Access the Service Cloud Console through Salesforce, and select “Payout Figure Request – PAF”.
- Choose a new case and retrieve the relevant customer profile.
- Generate a payout figure to be paid to the customer by the requested date.
- Send a predefined, template-based email to the customer with the payout figure attached
- Update the case details and close the case.
Department
Innovation and Transformation
Domain(s) covered
Asset finance
Applications used
- Salesforce
- spreadsheet
Benefits
note
- 75% reduction in processing time
- 100% accuracy rate in transaction handling and closure
- Redeployment of staff to more value-adding work
- Improved SLAs resulting in enhanced customer satisfaction
- Increased scalability to cater to increased volume of requests