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2. New Non-Integrated (configured) Financial Products
Requirements -
- Customer should submit this request by typeform. The SS ticket will be created automatically and have the subject: "Financing Options Survey: <Org Name>" It will look something like this:
- Check requirements/update ticket info:
- Update the ticket's Reporter (person submitting the request), Organization (upstream org of person submitting), and Request type (company specific data change)
- First check: Do they have a Premium or Pro subscription? Only Premium and Pro accounts can request non-integrated financing
- Then check: Is the person requesting an org admin/manager for the upstream customer? Only requestors with those permissions can add financing
- Can we accommodate the product? We can model many products, but not non-integrated PACE.
- Do we have the information required to model the product? If it is a new product, ideally we will receive a rate sheet from the customer containing the product information. In lieu of a rate sheet, they will need to provide us with this information.
- Did they specify if they want their dealer feeds included?
- Do we know which products they want to quote? We can configure as many products a customer can quote, but to expedite the process they should specify the products they want quoted if they give us a rate sheet.
- If the requirements have not been met:
- Follow up with the customer to get clarification on each point needed or let them know the requirements/issue and next step
- Once all information has been gathered, or issues cleared up - proceed to the next step
- If the requirements have been met, please create a CS ticket.
- Use the automated CS ticket feature selecting "Configured Finance" from the Needs Configuration field
- Then open the CS ticket and selected assignees (refer to CS workload dashboard and select based on who has fewest tickets assigned to them), and update the Component field with the company name
- If the customer has provided any additional information, add it to the internal comments on the CS ticket
- The automatic creation of the CS ticket will send an initial request to the customer
- Make sure the SS ticket is in the Workflow status in "Needs Configuration".
- Once the CS ticket is marked done (you can see ticket status under linked issues) an automated communication will go to the customer
- If we haven't heard from the customer in one-business day, then close the ticket.
3. Modifying Non-Integrated (Configured) Financial Products Dealer Fees
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