Contents

Introduction

Submit the service request

Next steps

 

Introduction

Use the default Strategy Updates service request in Tamarac CRM to request account strategy changes such as model updates, cash reserve changes, investing cash, raising cash, and account restrictions.

After you submit the service request, CRM creates a Strategy Updates task and assigns it to the selected owner.

This article covers steps to submit the default Strategy Updates service request.

Note

If your firm customized the default service request configuration, the fields available in Strategy Updates may differ.

This default service request supports both legacy Dynamics 365 workflows and Power Automate flows. The automation used by your firm depends on your configuration.

Submit the service request

To submit a Strategy Updates service request:

  1. From the command bar of an account, select Service Request.

  2. Select Strategy Updates.

  3. Complete the required * and optional fields to provide as much detail as necessary for the request. For general steps to enter service request details, see Submit a service request.

    Field Instructions Considerations
    Financial Account Select the account that requires the strategy update.

     
    Type of Request*

    Select one of the following types of strategy updates:

    • Model Updates: Change an account from one investment model to another.

    • Cash Reserve: Add or remove a cash reserve from the account.

    • Invest Cash: Request to invest the available cash according to the account's strategy.

    • Raise Cash: Request to raise cash from the account's investments.

    • Restrictions: Add, modify, or remove account investment restrictions.

    The selected value determines which additional fields appear.
    Current Model Select the account's current investment model.

    This field appears only when Type of Request is Model Updates.
    New Model Select the investment model that should replace the current model.

    This field appears only when Type of Request is Model Updates.
    Strategy Update Action Select whether to add or remove a cash reserve.

    This field appears only when Type of Request is Cash Reserve.
    Amount Enter the dollar amount associated with the strategy update.

    This field appears only when Type of Request is Cash Reserve, Invest Cash, or Raise Cash.
    Start Date Enter the date the cash reserve update should begin.

    This field appears only when Type of Request is Cash Reserve.
    End Date Enter the date the cash reserve update should end.

    This field appears only when Type of Request is Cash Reserve.
    Description Enter details about the requested restriction.

    This field appears only when Type of Request is Restrictions.
    Additional Instructions Enter any information that may help complete the request.

    These details will display in the tasks for the assignees.
    Service Request Task Owner* Select the user or team responsible for completing the request.

    The selected user or team receives the generated Strategy Updates task.
    Priority

    Select a priority level that reflects the urgency of the request:

    • Low

    • Normal

    • High

     
    Send Notification To Select a user who should receive a notification about the request.

    The selected user receives an email notification after you submit the service request.

  4. After you enter all necessary service request information, select Save and Close to submit the service request.

Next steps

After you submit a service request, you and any delegated firm users can monitor or manage the service request and associated tasks. For more information, see Access and manage service requests.

To understand the task automation, see Automate strategy updates with Power Automate.