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Approve Cards Service Requests

Geography: This article is applicable for ANZ Transactive Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

To approve a service request that is in a Pending Approval or Pending Second Approval status, follow the steps below. It is recommended that you view service request details prior to approving.

Use Method 1 or 2 to approve several service requests at the same time.
STEP ACTION
1 Go to the Cards > Service Requests screen.
2 If required, select View > Pending Approval or Pending Second Approval on the Control Bar.
3

Use one of the following methods to approve the service request:

  • Method 1: Right-click on the service request(s) and click Approve on the Context Menu
  • Method 2: Select the service request(s) and click Actions > Approve on the Control Bar
  • Method 3: Click on the service request in the list to display the Service Request Details screen and then click Approve on the Control Bar

RESULT: The Approve Service Request(s) pop-up window is displayed: 

CC SR Approve Service Requests.png
4 Click the checkbox to acknowledge and accept the declaration clause.
5 If required, add comments applicable to the request for other users in your organisation to view.
6

Click Approve

RESULT: A confirmation pop-up window is displayed with the Request ID.

  • For new cardholder requests: The request needs to be verified by an Identification Officer or an Identification Officer + Authorised Signatory. The service request will be in a Pending Verification status.
  • For non-new cardholder requests:
    • If the request does not require additional approvals it will be submitted for processing
    • If the request requires additional approvals, it will be in a Pending Second Approval status

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