---
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


---

# Configure

# Configuring Financial Services Operations {#ariaid-title1}

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

Set up your Financial Services Operations application by importing financial
services data and reviewing and configuring the components installed with the application. You can
configure record producers, Workflow Studio flows, assignment groups and rules,
workspace, playbooks, and service level agreement definitions for Financial Services Operations applications. These settings enable creating and managing
requests and tasks for banking operations.

1. [Planning to import your financial data](https://servicenow-prod.fluidtopics.net/IbqXONuHC~sO7HS1Ca9I4Q "Import your financial accounts, financial products, financial institutions, and financial transactions into ServiceNow Financial Services Operations Core tables. You need this foundation data to make the Financial Services Operations applications work.")

   Understand how to import your financial accounts, financial products, financial institutions, and
   financial transactions into ServiceNow Financial Services Operations Core tables.
2. (Optional) [Enabling branch operation features](https://servicenow-prod.fluidtopics.net/LH2mSU6Be14wmZp9zzYUhA "You can enable a set of branch operations features so that managers can gain views into operational performance and cases across the branches they manage.")

   Enable branch operations features to allow managers to view performance metrics and manage cases for the branches they oversee, helping optimize
   operational performance across locations.
3. [Setting up roles and personas](https://servicenow-prod.fluidtopics.net/v0l6bTta8wntp4TJLNeVVA "Configure the internal and external users for Customer Service Management to provide the right access to features, capabilities, and case data. Create relationships that facilitate case management and fulfill support roles for specific accounts.")

   Configure internal and external users in Customer Service Management and the FSO application to ensure proper access. Combine Agent Connector
   and Contributor roles with relevant CSM Industry data model and user roles to streamline case management and support for specific accounts.
4. [Setting up script includes](https://www.servicenow.com/docs/access?context=c_ScriptIncludes&version=australia&pubname=australia-api-reference&ft:locale=en-US)

   Create script includes to store JavaScript that runs on the server.
5. [Setting up Data models](https://servicenow-prod.fluidtopics.net/l4bCaoTKIWlUUvbGQQbkWQ "Create structured and flexible data models to represent the need across various industries.")

   Create structured and flexible data models to represent the need across various industries.
6. [Creating an ACL](https://www.servicenow.com/docs/access?context=t_CreateNewACL&version=australia&pubname=australia-it-service-management&ft:locale=en-US)

   Create an access control rule (ACL) to prevent the Needs review field from being modified after it has been set.
7. [Setting up form views](https://www.servicenow.com/docs/access?context=form-configurable-workspace&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US)

   Form views refer to the user interfaces or screens that allow users to input, edit, and view data related to tables.
8. [Configuring service definitions](https://servicenow-prod.fluidtopics.net/PCTYq2ULxiC7dVwQF8LioQ "Configure service definitions for the services in Financial Services Operations applications. You can review and modify the predefined service definitions installed with the application or add new ones.")

   Configure and modify service definitions for Financial Services Operations applications, including reviewing or adding new
   ones.
9. [Creating a UI action](https://www.servicenow.com/docs/access?context=t_CreateNewUIAction&version=australia&pubname=australia-it-service-management&ft:locale=en-US)

   Create UI actions.
10. [Setting up CSM Configurable Workspace](https://servicenow-prod.fluidtopics.net/a3uj7rUiLkLPpWLfs1d9gg "Review the CSM Configurable Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.")

    Review the CSM Configurable Workspace in Financial Services Operations applications to ensure it meets your business
    needs. Customize its components as needed and set it up for agents to engage with customers, answer questions, create cases, and resolve issues.
11. [Setting up decision tables](https://www.servicenow.com/docs/access?context=decision-table&version=australia&pubname=australia-application-development&ft:locale=en-US)

    Create decision tables.
12. [Setting up approval engine](https://www.servicenow.com/docs/access?context=t_SetupAnApprovalEngine&version=australia&pubname=australia-build-workflows&ft:locale=en-US)

    Set up insurance claim core as per the business requirements.
13. [Configuring assignment rules](https://servicenow-prod.fluidtopics.net/ulq0V2TMH3bhSBMv8c9kvg "Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either modify predefined assignment rules or create new ones.")

    Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either
    modify predefined assignment rules or create new ones.
14. [Configuring flows](https://servicenow-prod.fluidtopics.net/pdGlFFP2GGdDfIoDV32MUQ "Review the flows that are available with Financial Services Operations applications to see if these flows meet your business needs. You might need to customize these flows or design new ones as needed.")

    Review the available flows in Financial Services Operations applications to ensure they align with your business needs. Customize
    existing flows or create new ones as necessary.
{#setting-up-fso-applications__ol_ty2_m5l_g2c}