FINS BIAN Lead and Opportunity Management Process API

Examples of Use

A lead is identified during a customer servicing interaction and the lead captured for subsequent follow-up

Role Definition

This service domain captures, evaluates and progresses identified lead/opportunities that may arise during customer relationship development, sales, servicing and fulfillment interactions. It will clarify and confirm the customer’s interest and check that the product is suitable and the customer eligible prior to initiating the formal offer process (see service domain Customer Offer)

Related Business Scenarios

PERFORM CUSTOMER ELIGIBILITY PROFILE UPDATE

EXECUTE INTERACTIVE RETENTION CAMPAIGN

HANDLE REQUEST FOR PRODUCT SUPPORT

PROCESS INTERNAL UPSELL CAMPAIGN

DEVELOP OPPORTUNITY

PROCESS INTERNAL CUSTOMER UPGRADE

CONDUCT RELATIONSHIP DEVELOPMENT PLANNING

EXECUTE INTERNAL CAMPAIGN

PERFORM CUSTOMER RELATIONSHIP DEVELOPMENT PLANNING

HANDLE REQUEST FOR CONSUMER LOAN CHECKS AND OPTIONS

Core Business Object

SALES LEAD

Key Features

• Lead/opportunity classification and capture
• Lead/opportunity evaluation and confirmation

• Verify opportunity, initiate/schedule customer offer processing

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Customers can use this integration template to accelerate implementation.