---
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

# Configuring Financial Services Operations
Document Processor {#ariaid-title1}

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

An admin can configure and manage the metadata of documents, such as categories, types,
list definitions, and list item definitions. These configurations determine the documents required
in Financial Services Operations applications workflows for document verification
tasks.  
Hinweis:  
You can use UI Builder components for Document Processor to enhance the look and feel of document processing tasks in your workflow. See [UI Builder components](https://servicenow-prod.fluidtopics.net/Etqj_WvbVO00LV0znktCLQ#components-installed-fso-document-processor__section_yj4_wgs_mhc) for more information.
* **[Define a document category](https://servicenow-prod.fluidtopics.net/lsQ2iBM09uSH62VDCwU5Hg)**   
  Define document categories to categorize the different document types that are used across Financial Services Operations applications. An example of a document category could be Proof of Identity.
* **[Associate document types to a document category](https://servicenow-prod.fluidtopics.net/h2XJ5IDC0mlWTyJ5AxO4~A)**   
  Associate the relevant document types to a document category. For example, for the Proof of Identity document category, the types of documents could be Driver's License and Passport.
* **[Create a document list definition](https://servicenow-prod.fluidtopics.net/QDtyc5wL_FDz_~UktJdXHQ)**   
  Create a document list definition to later associate document list items to. For example, create a Contact onboarding document list definition.
* **[Create document list item definitions for a document list definition](https://servicenow-prod.fluidtopics.net/~LRU3k~Wfd0h3blUnXF6aw)**   
  Create document list item definitions for a document list definition. For example, for the Proof of Name Change document category, the document list item could be Name change of customer.