---
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


---

# Activate an account

# Activate an account {#ariaid-title1}

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

Complete the new account application process and send any necessary documentation to
the new account holder.

## Vorbereitungen

Role required:

* For a business client: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.account_lifecycle_agent, or sn_bom_clo_b2b.contact_lifecycle_agent
* For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.agent
{#activate-account__ul_f1t_xn3_dqb}

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace and select an Onboard new customer case.
2. In the Playbook tab, under the Fulfill and close step, select Activate customer.
3. Select the Number of the activate customer service task in the list to open the task.
4. Select Assign to me to claim the task if it is not already assigned to an agent.
5. Fill in all applicable fields, then select Close to complete the task.
6. Next, under Fulfill and close, select Send welcome kit.
7. If the task is not already assigned to an agent, click Assign to me to claim the task.
8. Fill in any applicable fields, then select Mark complete to complete the task.

## Ergebnisse

The Fulfillment stage and the Customer Lifecycle Operations case automatically update to show Closed Complete.