---
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


---

# Create a case

# Create a CLO case {#ariaid-title1}

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

Begin the Customer Lifecycle Operations application process by creating a CLO case for review.

## Vorbereitungen

Role required:

* For a business client: sn_bom_clo_b2b.manager or sn_bom_clo_b2b.relationship_manager
* For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.relationship_manager
{#create-case__ul_wwt_sn2_dqb}

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. In the upper right-hand corner, click New.
4. From the Create a new case menu that appears in the middle of the screen, select a service.
5. Click Create.
6. In the upper right-hand corner of the screen, click Save.
7. In the list, select which case you want to work on.  
   If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
8. Select the Playbook tab.
9. Fill in any applicable fields, then click Create Account.

## Ergebnisse

A Customer Lifecycle Operations case is created and assigned to an available agent.

## Nächste Maßnahme

Continue to [Add contacts](https://servicenow-prod.fluidtopics.net/fXgxvhercdC00Dlull~8Xg "Add important contacts to a client's application. This activity creates a child case that manages the contact creation process.").