---
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 Customer Lifecycle Operations {#ariaid-title1}

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

Review the components that are installed with the application. Components can be modified according to your organization's business needs.

## Vorbereitungen

Make sure that the Financial Services Customer Lifecycle Operations application is installed. For more information, see [Install Financial Services Business Lifecycle](https://servicenow-prod.fluidtopics.net/IP0YaqBkjXl1XarASjnCNA "You can install the Financial Services Business Lifecycle application (sn_bom_clo_b2b) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.") and [Install Financial Services Client Lifecycle](https://servicenow-prod.fluidtopics.net/SV2v8_WIGKCo2g_muA2jtQ "You can install the Financial Services Client Lifecycle application (sn_bom_clo_b2c) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").

Role required: sn_bom_clo_b2b.admin or sn_bom_clo_b2c.admin

## Prozedur

Review the installed components and modify them or add new ones as applicable.

| Task | Description |
| Configure CSM Configurable Workspace | [Configure CSM Configurable Workspace](https://servicenow-prod.fluidtopics.net/a3uj7rUiLkLPpWLfs1d9gg "Review the CSM Configurable Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.") to customize your workspace to suit your business needs. |
| Configure playbooks | [Edit or create a new playbook](https://servicenow-prod.fluidtopics.net/8xVrXKYsctl_zZURCb3CCQ "Review the playbooks that are available with Financial Services Operations applications to check they align to your business processes. You may need to customize them or design new ones as needed. You can still use the playbook activity definitions.​") using Playbooks. |
| Configure service definitions | [Configure service definitions](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.") to enable unique flows and views for Customer Lifecycle Operations service cases and tasks. You can add new case types and configure service definitions for each type. |
| Configure Service Level Agreements (SLAs) | [Configure the installed SLAs](https://servicenow-prod.fluidtopics.net/IeLSHRKIVqIqV0FeV7MB2A "Review the service level agreement (SLA) definitions that are installed with Financial Services Operations applications. You can update existing SLAs or add new SLAs to configure start, pause, and stop conditions on any case attributes.") to configure SLA timings for Customer Lifecycle Operations service cases and tasks. |
| Configure user groups | [Configure user groups](https://servicenow-prod.fluidtopics.net/_ojdN4fLpgT1PogHwc8zpA "Configure user groups for Financial Services Operations applications for assignment of cases and tasks. You can assign roles to groups to provide access to all group members or assign roles to individual users.") for assignment of cases and tasks. You can also assign roles to groups and users. |
| Configure assignment rules | [Configure assignment rules](https://servicenow-prod.fluidtopics.net/ulq0V2TMH3bhSBMv8c9kvg "Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either modify predefined assignment rules or create new ones.") to identify cases that meet certain conditions and then route those cases to agents. |
| Configure Document Processor | [Configure Document Processor](https://servicenow-prod.fluidtopics.net/Q4tva91YIQjTjJfiJo4y0Q "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.") for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions. |
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