---
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


---

# Case summarization

# Configure case summarization in Now Assist for Financial Services Operations (FSO) {#ariaid-title1}

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

If you have the admin role, you can configure the Now Assist for Financial Services Operations (FSO) application so that your agents can use case summarization skills in Financial Services Workspace and Core UI.

## Vorbereitungen

Role required: admin

## Warum und wann dieser Vorgang ausgeführt wird

Use the Now Assist Admin console to configure Now Assist for FSO. This console contains what you need to install the plugins and configure the generative AI skills. For additional information, see [Overview tab in Now Assist Admin](https://www.servicenow.com/docs/access?context=configuring-now-assist&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).  
The following table lists the FSO case summarization skills that you can access from the Now Assist Admin console.{#configure-now-assist-for-fso__table_akf_42k_mbc__entry__2}

| Area | Skills |
|-|-|
| Banking | Dispute case summarization |
| Insurance | Claim case summarization |
[Tabelle : 1. FSO case summarization features and skills in the Now Assist Admin console]

{#configure-now-assist-for-fso__table_akf_42k_mbc}

## Prozedur

1. Install the Now Assist for Financial Services Operations (FSO) plugin (sn_fso_gen_ai).  
   * 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-now-assist-for-fso__ul_kb5_2nk_mbc}
2. Navigate to AllNow Assist AdminSkills to access the Now Assist Skills tab of the Now Assist Admin console.
3. Select the CustomerFSO workflow group.
4. On the feature card that is associated with the skill you would like to activate, select View details.  
5. On the tile for your skill, select Activate skill.
6. Review the inputs for the selected skill.  
   The input table fields are read-only.

   For information about the inputs for each skill, see [Skill inputs for Now Assist for Financial Services Operations (FSO)](https://servicenow-prod.fluidtopics.net/ViIFXrSoSl1X5j0sLubOtg "Review the inputs for each skill to see how a skill is used.").
7. After you review the inputs for the selected skill, select Save and continue to go to the next step.  
   You can return to a previous step by using the Back button.
8. Select where you would like to display the skill.  
   * In-product: When selected, the Now Assist skills are displayed on forms and workspaces.

     For the skills that appear in-product, select the down arrow to define the roles that can use the skill.
   * Now Assist panel: 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 down arrow to define the roles that can use the skill.
   {#configure-now-assist-for-fso__ul_d5x_mpk_mbc}
9. After you configure the display for the selected skill, select Save and continue to go to the next step.
10. Review your choices and select Activate to complete the configuration.

## Ergebnisse

A message appears confirming the summarization skill has been successfully activated. Select Return to Banking to return to the Banking skills screen.

## 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).