---
schema_version: "1"
id: 80d18d0142a06a68770978a8ff795fa5f6232c22a164fe312f41eb63dd9baa66
title: Service Process Automation with Unified Catalog
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_setup_service_process_uc.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_process_uc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4e674db5ef2d21609816fa9dcdaaade24a408417a48c12f43d183caedae474be
description: Set up and manage service processes for Automotive finance processes by using Unified Catalog.
products:
  - Automotive
release: "264"
---
# Service Process Automation with Unified Catalog

Set up and manage service processes for Automotive finance processes by using Unified Catalog.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

- **[Unified Catalog User Permissions](https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_process_uc_user_permissions.htm&release=264.0.0&type=5)**  
    Review the required permissions for setting up Automotive finance service processes in the Unified Catalog and learn how to assign them based on user roles.
- **[Address Update](https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_address_update_uc.htm&release=264.0.0&type=5)**  
    Keep customers' address information updated on behalf of them to ensure timely and accurate updates related to loans and leases.
- **[Fee Reversal](https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_fee_reversal_uc.htm&release=264.0.0&type=5)**  
    Reverse any charges that are incorrectly placed on loan or lease accounts on behalf of customers.
- **[Payment Due Date Modification](https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_pymt_due_dt_mod.htm&release=264.0.0&type=5)**  
    Modify the due date for recurring loan or lease payments on behalf of customers by creating a service process request using Unified Catalog. Capture the new terms for loan or lease payments and check a customer’s eligibility for the due date modification request. If eligible, create and track a case for the request.
- **[Payment Deferral](https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_pymt_deferral.htm&release=264.0.0&type=5)**  
    Defer recurring loan or lease payments on behalf of customers by creating a service process request using Unified Catalog. Capture the new terms for loan or lease payments and check a customer’s eligibility for the deferral request. If eligible, create and track a case for the request.
- **[Transaction Dispute for Automotive Loans and Leases](https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_trxn_dispute.htm&release=264.0.0&type=5)**  
    Manage over-payments, duplicate charges, and other transaction-related issues by using the Transaction Dispute prebuilt service process. Service reps at captive finance companies can provide a smooth customer experience and resolve disputes quickly on behalf of customers. Fetch financial data, capture the required list of transactions, and categorize disputes based on predefined reasons. Upload supporting documentation and complete required assessment questionnaires in the same flow to ensure faster resolution.
- **[Lease Extension](https://help.salesforce.com/s/articleView?id=ind.auto_setup_uc_lease_extention.htm&release=264.0.0&type=5)**  
    Streamline the intake and fulfillment of lease extension requests for Automotive leases by using a prebuilt service process. Service reps can initiate a service process request on behalf of customers by using the Lease Extension template from Unified Catalog. Add a reason for the extension of a customer’s lease, select a new duration, provide insurance details, and upload supporting documents for the lease extension request. Once a request is submitted, the uploaded documents are either approved or rejected for the lease extension. Customers can reupload rejected documents based on the rejection reason provided.
- **[Request Loan Payoff Statement](https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_rqst_loan_payoff_uc.htm&release=264.0.0&type=5)**  
    Simplify the loan payoff process for customers by helping them get clear, timely information on their loan balance and payment details.
- **[Request Statement Copies](https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_rqst_statement_copies_uc.htm&release=264.0.0&type=5)**  
    Help customers request statement copies for their financial accounts. They can choose to receive their statement copies to a preferred address either via email or post.
- **[Update Email or Phone](https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_update_email_phone_uc.htm&release=264.0.0&type=5)**  
    Keep your address information updated to ensure timely and accurate updates related to loans and leases.