---
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


---

# Work on a deposit task for fulfillment

# Work on a deposit task for fulfillment {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

Work on a deposit task to perform a fulfillment activity for the parent deposit
service case.

## Vorbereitungen

Role required:

* For a business deposit service task: sn_bom_deposit_b2b.agent or sn_bom_deposit_b2b.agent_connector
* For a personal deposit service task: sn_bom_deposit_b2c.agent or sn_bom_deposit_b2c.agent_connector
{#work-fso-deposit-task__ul_hhp_gmk_jmb}  
Wichtig:  
For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see [Roles and Personas](https://servicenow-prod.fluidtopics.net/IrRa5xztFFnnBmVlX8cgbg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.").

## Warum und wann dieser Vorgang ausgeführt wird

A deposit workflow automatically generates deposit tasks for the following activities in a deposit case:

* Verify operating instructions for a standing order
* Authorize a deposit request
* Update a deposit account to fulfill and close the deposit request
* Create and activate account for account origination
* Send account opening kit to the customer for account origination
* Delink an account from other financial accounts during account closure
{#work-fso-deposit-task__ul_ef4_tht_rqb}  
Hinweis:  
Depending on the deposit service type, the number of activities and deposit tasks may differ in a playbook.
Tasks in the playbook activities are also available in the Tasks tab of the case.

If assignment rules are configured, the task is automatically assigned to a deposit
agent. The deposit agent can use the case playbook or the task form to work on a
deposit task.

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. Open the task from the case playbook or the deposit task list.

   | Option | Steps |
   | From the case playbook | 1. In the Lists tab, under Deposit service cases, open the case list. 2. Select the case that contains the deposit task. 3. Select the Playbook tab. 4. Under the playbook stages, select the task activity to work on. {#work-fso-deposit-task__ol_zs2_gjh_gmb} |
   | From the Deposit task list | 1. In the Lists tab, under Deposit tasks, open the task list. * For your assigned tasks, click Assigned to me. * For all deposit tasks, click All. {#work-fso-deposit-task__ul_agk_kf5_rqb} 2. In the list, select the task that you want to work on. {#work-fso-deposit-task__ol_m21_xnh_gmb} |
   |-|-|

   {#work-fso-deposit-task__choicetable_z4t_j3h_gmb}
4. To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Finish the work that is required to complete the deposit task in your core banking system.
6. **Wahlweise:** In the Work notes field, enter any comments.
7. Close the deposit task.

   | Deposit task | Action |
   | To verify operating instructions for a standing order | Click Approve to approve or Reject to reject the request. |
   | To authorize a deposit request | Click Approve to approve or Reject to reject the request. Hinweis: You can't authorize a deposit task if its parent deposit case is assigned to you. |
   | * To update a deposit account to fulfill and close the request * To create and activate account for account origination * To send account opening kit to the customer * To delink an account from other financial accounts during account closure {#work-fso-deposit-task__ul_kcl_dyr_hsb} | * In case playbook, click Mark complete to close the task. * In task form, click Close to close the task. {#work-fso-deposit-task__ul_lcl_dyr_hsb} |
   |-|-|

   {#work-fso-deposit-task__choicetable_jcl_dyr_hsb}

## Ergebnisse

The deposit task moves to the Closed Complete state.