---
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


---

# Submit request as a contributor or agent connector

# Submit a loan service request as a loan contributor or agent connector {#ariaid-title1}

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

Collect all required information and documents from the customer and submit the loan service request to back-office agents for fulfilment.

## Vorbereitungen

Role required: none

* For a business loan service for a business customer (account or contact): sn_bom_loan_b2b.contributor or sn_bom_loan_b2b.agent_connector
* For a personal loan service for a consumer: sn_bom_loan.contributor or sn_bom_loan.agent_connector

{#submit-loan-service-application-rm__ul_hhp_gmk_jmb}  
Hinweis:  
The applicable universal contributor role can also be assigned to create a case. For more information, see [User roles and FSO Business rules](https://servicenow-prod.fluidtopics.net/CTV3agMihrNr1wmKq2PGIw "This section defines the various roles within Financial Services Operations Core and explains the business rules that guide the system’s actions.").  
Wichtig:  
For the agent connector or contributor role to work, they must be combined with one of the roles in CSM industry data model or Contributor users. 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

As a loan contributor or agent connector, fill in the customer data, collect the required documents, and submit the application for the loan service request.

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. In the Lists tab, under Loan Service Cases, click All.
4. Click New.
5. From the Create a new case dialog that appears, select a loan service and click Create.  
   A loan service case is created.
6. Fill in any necessary information that is related to the case.  
   Hinweis:  
   Each loan service case form has a different set of fields that are based on the selected loan service.
7. Click Save.
8. **Wahlweise:** In the Inbound Documents tab, collect customer documents, if any.
9. Click Update and Continue.

## Ergebnisse

* The loan case is created and submitted for fulfilment.
* A new task that is based on the workflow is automatically generated in the Tasks tab of the case. The new task is assigned to an assignment group or agent based on the assignment rule.
* The customer receives a pre-configured email notification about the request submission.
{#submit-loan-service-application-rm__ul_org_2rs_rqb}