3.3 Add Customer Contact

Reference: Establish and Maintain Loan Process Model - Page 2 for the business process diagram associated with this activity.

Actor/Role: CC&B

Description: The Customer Contact is added in CC&B, if configured CC&B can automatically create a Customer Contact when Service Agreements are activated. CC&B creates a Dashboard Alert for the Customer Contact information and displays the last contact in the Dashboard Alert.

•	Manual Process: - The CSR or Authorized User can create a Customer Contact online based on established business rules.

•	Automated Process: - Based on configuration a Customer Contact can be created automatically.

Process Names

•	SAACT - SA Activation - activates and stops Service Agreements when all required information is available.

Entities to Configure

•

SA Type

•	Installation Options

•	Customer Contact Class

•	Customer Contact Type

Available Algorithms

•	SAAT-CC - Algorithm type SA Type -SA Activation - This algorithm creates a Customer Contact.