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Siebel eFinance Guide > Service Requests > End-User Procedures >

Requesting an Account Service in a Service Request

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The Account Services view tab in the Service screen allows end users to create service requests that are related to an organization's service. Available account services are described in Table 6.

Table 6.  Account Services View Items

Account Service	Description
Add Payment Schedule	Create a customer's payment schedule.
Auto Payment / Saver	Associate an auto payment request with a service request.
Bill Pay Sign Up	Create or change a customer's bill pay service with a service request.
Bank Check	Requests a replace credit card or an additional card.
Card Services	Requests issuance of a bank check to a specified payee and his/her address.
Check Copy Request	Requests a copy of a check.
Check Order	Orders additional checks.
Close Account	Closes the specified account.
Extra Payment	Changes a customer's monthly payment schedule or amount. You can use the Service Request Extra Payment view to record the new monthly payment and provide the customer with updated loan information, such as the new term and interest saved.
Funds Transfer	Requests a funds transfer.
Interest/Fee Reversal	Reverses an interest payment or fee.
Line Increases	Increases a customer's credit line or cash limit.
Lost/Stolen Information	Records information regarding lost or stolen items, such as credit cards.
Lump Sum	Records a lump sum transaction and provides a customer with new monthly terms. This feature allows customers to choose to reduce the amount of their monthly payment while maintaining the same terms, or continue paying the same monthly payment while reducing their terms.
Modify Payment Schedule	Modifies a customer's payment schedule.
Payment Inquiry	Records information for customers who claim to have made a credit card payment, but the payment has not shown up on their statement.
Payment Promise	Records customer payment promises during a collection call or campaign. For more information, see To execute a collection campaign.
Payoff Status	Records a payoff transaction and provides customers with their payoff amounts.
POS Issues	Handles merchant requests related to credit card point of sales (POS) equipment such as terminal repairs, paper orders, and order signage.
Quick Pay	Records check transactions as if the customer had sent the check in as a payment. To expedite a monthly payment, customers can provide check information, such as the ABA number, check number, and amount.
Redeem Points	Records information for customers who want to redeem points.
Statement Copy	Orders a statement copy for customers.
Stop Payment	Stops a payment.
Transaction Dispute	Creates a record of a customer dispute. End users can associate disputes with notes and attachments.
Wire Transfer	Provides wire transfer information if applicable.

To request an account service using a service request

1. Navigate to the Service screen.
2. Click the Account Services view tab.
3. In the Service Request Detail form, add a record and complete the necessary fields.
4. From the Show drop-down list, select an account service.

   For a description of the service types, see Table 6.

   NOTE:  In the Account Services list, the following views have additional drop-down lists: Check Copy Request, Extra Payment, Fee Reversal, Payoff Status, Quick Pay, Statement Copy, and Stop Payment. From the values in these drop-down lists, end users can choose to display the list or the more detailed form in which they can enter an account service request.

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