---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Configure

# Configure Financial Services Operations Integration with Socure {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Configure the Financial Services Operations Integration with Socure application to verify a customer's identity and improve the customer's risk determination.

## Vorbereitungen

Role required: admin

## Prozedur

1. Navigate to AllProcess AutomationFlow Designer.
2. In the Search field, search for Sync Reason Codes Flow.
3. To set the conditions and frequency for the flow, select the Trigger field.
4. Locate the flow you want to activate from the list of saved flows and open it.
5. Click Activate.  
   Hinweis:  
   When you are using the Financial Services Operations Integration with Socure for the first time, you must activate the scheduled flow and set the desired frequency.
6. Configure the KYC service definitions, Socure - CDD - Customer and Socure - CDD - Contact.  
   For information on configuring flows and service definitions, see [Configure flows](https://servicenow-prod.fluidtopics.net/pdGlFFP2GGdDfIoDV32MUQ "Review the flows that are available with Financial Services Operations applications to see if these flows meet your business needs. You might need to customize these flows or design new ones as needed.") and [Configure service
   definitions for Financial Services Operations applications](https://servicenow-prod.fluidtopics.net/PCTYq2ULxiC7dVwQF8LioQ "Configure service definitions for the services in Financial Services Operations applications. You can review and modify the predefined service definitions installed with the application or add new ones.").