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Creating a new service request

Creating Personas and Channels for BAs

Creating users and roles

Designing a Case Life Cycle

Designing a Case Life Cycle for BAs

Escalating late work

Establishing Service-Level Agreements for BAs

Importing customer data from a CSV

  • Challenge

    Importing customer data from a CSV

    2 Tasks

    10 mins

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

Overriding Case Urgency

Pausing and resuming case processing

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