Configuring customer verification
The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been asked to configure the security questions and add them to the service case request for verification.
|Customer Service Representative
Your assignment consists of the following tasks:
Task 1: Define verification questions for a question category
Define security questions to verify the customer's last name, phone number, and account number for a question category.
Task 2: Add the question category to a service case
The business wants to apply customer verification to the Report a lost or stolen card service case, adding the question category to this service case request.
Task 3: Confirm your work
Confirm that the Report a lost or stolen card service case prompts the representative with the questions to confirm the customer's identity.
1 Define verification questions for a question category
- Log in to the exercise system as a Customer Service Application Administrator with User name CSAppAdmin using Password password123!.
- In the navigation pane of App Studio, click Settings > General, and then open the Customer verification tab.
- In the General settings section of Customer verification, select the Allow CSR with customer verification bypass privilege to skip verification process check box.
- In the Verification fails after this many incorrect response field, select a number (such as 2).
- Click Add category.
- In the fields, add the following data:
- Name: Service case request verification
- Description: Add verification questions for service case requests
- In the Question sets, add the following question groups:
Question group 1
What is your last name?
What is your phone number?
Question group 2
Provide the last four digits of your account number.
- Click Submit to add the Question category.
- Click Save to save the configurations.
2 Add the question category to a service case
- In the navigation pane of App Studio, click Case types.
- From the Case types, click the Report a lost or stolen card service request type.
- On the Settings tab, click Case processing options.
- In the Customer verification section, select the Same category for all customers verification option.
- In the Questions category list, select the Service case request verification category of customer verification questions to ask.
- Click Save.
- Click Settings > General, and then Customer verification to return to verification settings.
- Ensure that Report lost or stolen card is displayed under Case types for the Service case request verification questions category.
Confirm your work
- Log in to the Customer Service Interaction portal as a Customer service representative with User name cacsr using Password password123!.
- Click New > Demo Screen Pops > Demo Pop - CONNOR to start a customer interaction.
- Click Accept.
- Click Add task, and then double click Lost or stolen card to run the service case.
- Confirm that the verification questions are displayed to the customer service representative in sets. If a customer answers the questions correctly, then the representative can continue with the service case. Otherwise, verification fails immediately.
- Finally, check what CSR sees when a customer answers two of the questions incorrectly. Does the verification pass or fail?