Financial Services Operations (FSO)
Overview
Industry-specific workflows for banks and financial institutions — servicing customers, handling card operations and disputes, and orchestrating complex financial processes on a data model built for financial services. An industry layer on top of CSM.
Modules in this family
- FSO Servicing — financial-services customer servicing and operations
- Card Operations & Disputes — manage card disputes and chargebacks
Modules in this family
Card Operations & Disputes
Managing the lifecycle of card disputes and chargebacks: a customer contests a transaction, and the process guides intake, investigation, network rules (Visa/Mastercard), provisional credits, and resolution — with the audit trail and timelines the card networks require.
FSO Servicing
Customer servicing and operational workflows built for financial institutions, using an industry data model (accounts, products, parties) and prebuilt processes that connect front-office requests to the back-office teams and systems that fulfill them in banking.
Official docs: Financial Services Operations ↗