---
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


---

# Summarize customer profile

# Summarize customer profile in the Customer 360 workspace {#ariaid-title1}

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

Use the Customer profile summarization skill to generate an AI-powered overview of a customer's status and information within the Customer 360 workspace. This feature helps customer service representatives quickly understand
a customer's status to provide personalized, real-time support.

## Vorbereitungen

Role required: sn_bom.account_contributor, sn_bom.consumer_contributor  
Hinweis:  
These roles are the default list of roles that are defined for this task. Administrators can modify the list of roles in the Now Assist Admin console.

## Warum und wann dieser Vorgang ausgeführt wird

The Customer profile summarization skill provides a concise, comprehensive summary of a customer's status in the Customer 360 workspace as part of Agentic Contact Center for Banking.

## Prozedur

1. Navigate to WorkspacesFinancial Services Workspace.
2. Open a customer record in the Customer 360 workspace.  
   The Customer summary component will generate a concise, comprehensive summary of the customer.
3. **Wahlweise:** After the summary is generated, you can perform additional actions.

   | Option | Procedure |
   | Refresh the case summary | Select the refresh icon (![Refresh icon.]()) to reload the case summary with any new information that was added to the case. |
   | Provide feedback for the summary | If you think that the summary was helpful, select the helpful icon (![Helpful icon.]()). If you think that the summary wasn't helpful, select the not helpful icon (![Not helpful icon.]()). This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do). |
   | View the information about the case summary | If you want to review details about the summary, select the more info icon (![More info icon.]()). |
   | Expand or collapse the summary | Select the expand card icon (![Expand card icon.]()) or the collapse card icon (![Collapse card icon.]()) to see more details or fewer summary details. |
   |-|-|

   {#summarize-customer-profile-fso__choicetable_ybr_pjr_mbc}

## Nächste Maßnahme

Use an AI agent to engage in Q\&A, anticipate customer needs, and surface actionable insights. For more information, see [Generate customer insights in the Customer 360 workspace](https://servicenow-prod.fluidtopics.net/W4e53x2h9Wpvo1iUvlRwfw "Use the Banking CSR customer insights AI agent in the Customer 360 workspace to automatically consolidate customer data and generate persona-based insights. These insights help customer service representatives (CSRs) prepare for callbacks, conduct proactive outreach, and identify high-value customers requiring attention.").