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Swell has multiple requests that that they can make. Below is how to process their financing product requests.

1. Onboarding form will be sent directly to Support

  • The email will be sent from either Swell. Typically Seth, Anson or Tim Ramage will be the reporters

2. Make a CS ticket 

  • The CS tick should contain:

    • Assignee = CS Team Member

    • Epic = Swell Configurations

    • Type = Int Fin

    • Component = Swell Financing

  • Instructions on how to make a linked CS ticket from Support are here.

3. Products are configured on Onboard

  • Configure the product in the account according to the instructions here

4. Support will respond account and let them know the products are live

  • Support team will receive notice ticket is in On Hold.

  • Let Swell know their changes are ready

5. Support will respond account and let them know the products are live

  • Swell will test and let you know if any changes are required

    • If changes are required, place the CS ticket in To Do and communicate required changes that should be done on onboard

    • If there are no changes required, place CS ticket in To Do and communicate updates can be made on engine

  • Once Swell approves, ticket will be moved into UAT

  • Let Swell know their changes are ready

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