---
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


---

# Customer profile summarization

# Configure customer profile summarization in Now Assist for FSO {#ariaid-title1}

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

Configure the Customer Profile Summarization skill in Now Assist for FSO to enable AI-powered summaries of customer information.

## Vorbereitungen

Role required: admin  
Verify the Now Assist for Financial Services Operations (FSO) plugin (sn_fso_gen_ai) is installed.

* For information about the plugin dependencies and plugin activation order, see [Application information](https://servicenow-prod.fluidtopics.net/yyuHPefocYDQ2kaB62WLLw#supporting-information-for-now-assist-for-financial-services-operations-fso__section_ng1_bdj_mbc).
* For information about the installation process, see [Install Now Assist plugins](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
{#configure-customer-profile-summarization-fso__ul_kb5_2nk_mbc}

## Prozedur

1. Navigate to AllNow Assist AdminSkills to access the Now Assist Skills tab of the Now Assist Admin console.
2. Select the CustomerFSO workflow group.
3. In the Customer Profile Summarization feature card, select Activate skill.
4. In the Define access step, define the user access for the skill using Access Control Lists (ACLs).  
   The roles sn_bom.account_contributor and sn_bom.consumer_contributor are defined by default.
5. Select Save and continue.
6. In the Select display step, select where you would like to display the skill.  
   * In-product desktop: When selected, the Now Assist skills are displayed on forms and workspaces.

     For the skills that appear in-product, select the arrow icon (\>) to define the roles that can use the skill.
   * Now Assist context menu: When selected, the Now Assist skills are available in the Now Assist panel. If you don't see this option, you must activate the Now Assist panel. For more information, see [Activate the Now Assist panel standard chat](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

     For the skills that appear in the Now Assist panel, select the arrow icon (\>) to define the roles that can use the skill.
   {#configure-customer-profile-summarization-fso__ul_d5x_mpk_mbc}
7. Select Save and continue.
8. In the Review and active step, review your choices and select Activate to complete the configuration.

## Ergebnisse

The skill is successfully activated.

## Nächste Maßnahme

You can choose which service provider to use for this skill [in the Now Assist Admin console](https://www.servicenow.com/docs/access?context=manage-large-language-models&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).