What happens when I close a credit case folder?

After you complete all recommendations in a case folder, the case folder status is automatically updated from Approved to Closed. You can also close a case folder using the Close action.

A Closed case folder generates a public Credit Case Folder Closure business event. This business event contains the following information:

  • Key attributes of the case folder, including case folder number, status, credit analyst, creation date, and last update date.

  • Key attribute values that the application calling the credit checking service passed using the latest credit checking service call, including customer, customer account, requested authorization amount, and source transaction information.

  • If Approve Source Transaction Credit Request is one of the recommendations, the key attributes of the new credit authorization record, including credit authorization number, authorization expiration date, and authorization amount.

  • If the case folder was approved, a list of all approved recommendations, including new values in the credit profile for credit limit and credit classification.