{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15849,"path":"financial-services-operations/financial-services-loan-operations/submit-loan-service-request.md","title":"Submit a loan service request as a requester","bundle":null,"doc_type":null,"release":"australia","body":"\n# Submit a loan service request as a requester\n\nHelp your customers by submitting a loan service request for them. As a requester in the front office, you can do this service for your customer \\(consumer or business contact\\).\n\n## Before you begin\n\nRole required: Based on the type of the customer that you are submitting the request for, you need the following roles:\n\n- For a personal loan service for a consumer: sn\\_bom\\_loan.b2c\\_requestor\n- For a business loan service for a business customer \\(account or contact\\): sn\\_bom\\_loan\\_b2b.requestor\n\n## About this task\n\nBusiness customers and consumers can also submit loan service requests from the Customer Service Portal, Consumer Service Portal, or another self-service portal. They can select service catalog items, fill out the necessary forms, and then submit these forms.\n\n**Note:** For consumers to submit a request using the Consumer Service Portal, you must have the Consumer Service Portal plugin \\(com.glide.service-portal.consumer-portal\\) activated.\n\n## Procedure\n\n1. Navigate to **All** > **Financial Services Operations** > **Workspace**.\n\n2. Select the lists icon \\(\\[Omitted image \"inline-data-vis-96px-list.png\"\\] Alt text: lists icon\\).\n\n3. Create a loan request from the customer record or an interaction record.\n\n\n
\n\nOption\n\n\n\nSteps\n\n
\n\n**Personal loan service request for a consumer**\n\n\n\n1. In the **Lists** tab, under **Customer**, click **Consumers**.\n2. Click the customer record that you want to open.\n\n\n
\n\n**Business loan service request for a business customer**\n\n\n\n1. In the **Lists** tab, under **Customer**, click **Accounts** or **Contacts**.\n2. Click the customer record that you want to open.\n\n\n
\n\n**Loan service request from an interaction record**\n\n\n\n1. In the **Lists** tab, under **Interactions**, click **My Interactions**.\n2. Click the interaction record for the customer that you want to open.\n For information on how to create an interaction, see [Create an interaction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/create-interactions.md).\n\n
4. Click **Create Loan Request**.\n\n5. From the Catalogs list, select **Banking Services**.\n\n6. Under **Categories**, choose whether you want a business loan service or a personal loan service:\n\n - For a business loan service, click **Loan Service – Business**.\n - For a personal loan service, click **Loan Service – Personal**.\n7. Click a loan service that you want to submit a request for.\n\n8. Fill in any necessary information that is related to the request.\n\n **Note:** Each loan service request form has a different set of fields that are based on the loan service.\n\n9. Click **Submit**.\n\n\n## Result\n\n- Based on the request type, a loan service case is created in the New state. The case is assigned to an assignment group or a loan agent in the loan service department. The assignment group or user that the case is assigned to is based on the assignment rules.\n- The customer receives a pre-configured email notification about the request submission.\n\n## What to do next\n\n- Click **View Details** to open the loan service case and view its details. You can also add additional information in the **Comments** field that can help the loan agent in resolving the case.\n- A loan contributor can collect customer documents, if any and submit the loan case for fulfilment.\n- A loan service agent can start working on the case and its tasks.\n\n"}}