Streamline the intake and fulfillment of payment deferral requests for automotive loans or leases by using a prebuilt service process. Use the sample APIs to perform a customer’s eligibility check and enroll them into the deferral program. Service reps can quickly initiate a service process request on behalf of customers by using the Payment Deferral template from Unified Catalog, improving customer service quality and reducing turnaround time. They can also initiate a request through the Asset Finance Management agent. Furthermore, customers can access the Omniscript-based form on the Experience Cloud site and log a request to defer payments due to unforeseen circumstances.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Automotive, Vehicle And Asset Finance Foundation, Industries Service Excellence, Unified Catalog, and Omnistudio Runtime enabled.
Who: To use this feature, users need the Automotive Foundation User, Vehicle and Asset Finance Foundation, Industry Service Excellence, Product Catalog Management Designer, Omnistudio Admin or Omnistudio User, Unified Catalog Agent, Unified Catalog Community User, and Unified Catalog Admin permission sets.
How: On an Account page, initiate a payment deferral request from the Action Launcher.