Stop Payment Form

Author

Summer Becker

Creation date

5/13/2022

Last revision date

5/13/2022

Status

Done

Features

 

Industries

Banking

Summary

The Stop Payment process allows bank customers to request that a pending transaction on their existing bank account be stopped. The application form can be sent to them by the banker through the Engage process or is accessible by web entry directly on the bank’s website. After submitting the application form, the application goes to the banker for review, and the banker can reject, approve or send the application back to the customer for rejection. If the application is approved, a PDF of the application is generated and the process is completed.

Video

 

Script

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Credentials

Instance URL: https://banking-demo-se.processmaker.net/

Start request from portal: https://banking-demo-se.processmaker.net/webentry/55/customer_start

User access: Via 1Password - If you don’t have a 1Password account, submit a ticket to Cloud Operations (SCO) asking for account setup and getting added to the Sales Vault.

Building blocks

 

Process Map

Process

Screens

Connectors

Scripts

Saved searches

Custom UI