18 Quick Forms - Service Request
Quick Forms is a powerful tool designed to streamline data collection, enhance customer service, and improve operational efficiency for banks. The solution enables customers to complete simple transactions, provide feedback, register complaints, or request services from any device, at any time, without needing to visit a branch. Banks can leverage these forms for various purposes, including surveys, lead registrations, launch simple transactions and more.
The feature provides an intuitive interface for easy form creation, offering the flexibility to customize form fields, design, and logic to meet the specific needs of the bank. It enables bank to efficiently captures data with built-in input validation, ensuring a smooth customer experience while optimizing internal processes.
Quick Forms - Quick Forms Service Request transaction allows the bank staff to define service requests by defining its attributes and by building the form which are made available for Retail and Corporate users for creating a new Service Request or submitting surveys, leads etc.
The quick Forms screen is divided in three sections – Request Parameters, Build Form and Preview
Request Parameters section lets the System/Bank Administrator to create a service requests by defining attributes like, SR Name, description, Product, Category name, SR type, Service mode, severity, and status etc..
Banks can choose to configure quick forms as either Online or Offline processing. Online Forms are required to be integrated with backend systems, such as CRM or core banking software, enabling automated, real-time processing of requests. Responses from backend systems are displayed to customers instantly, improving service speed and accuracy. Integration with the underlying back-end system can be done through OBRH, which provide the capability to integrate the quick forms with the request and response services/APIs of the anck-end product processors. Additionally, banks have the ability to transform the values sent to the host system using OBRH, enhancing data management and processing efficiency. The Offline forms are reviewed by bank staff, who manually process requests and update statuses. Forms are routed to the appropriate staff members based on predefined workflows and access permissions, ensuring that each request is handled by the right team or individual. The status updates by the bank users are displayed to the customer.Second tab which is the Form Builder page lets the System/Bank administrator define the request form and the fields that needs to be available on the Service Request screen to retail user. Field attributes like field name, field type, allowed characters and error message with respect to that field can also be defined for each field. For file upload field, there will be an option to allow single file upload or multiple file upload.
Preview Section lets the administrator preview the Service Request form created in the same way as it will be shown to the retail user while raising the Service Request.
Pre-Requisites
- Transaction access is provided to System/Bank Administrator.
Features Supported In Application
The module supports following features:
- Create Service Requests Form
- Search and View Service Request
- Copy and Create a new Request
- Export Service Request
- Edit Service Requests
Navigation Path:
OR
From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Templates, Under Templates , click Quick Forms - Service Request.