---
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


---

# Use

# Using Document Processor {#ariaid-title1}

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

Learn how document collectors and document agents use the Financial Services Document Processor application to submit and approve or reject
documents for verification.  
Document collectors and document agents use a personalized Workspace to work on the following aspects of document processing.

* Collect documents and submit for verification
* Use Document Intelligence to quickly and accurately extract and process document information
* Approve and reject documents needing verification

For more information, see [Workspaces](https://servicenow-prod.fluidtopics.net/UanS6LQeesqlGuzc6OtGJQ "The Financial Services Operations (FSO) workspace provides a single location for agents to process cases and tasks. Agents can use it to respond to all task types, view the full context of an issue, and get relevant recommendations to resolve issues.").  
{#using-document-processor__entry__2}

| User | Description |
|-|-|
| Document collector | Collects and submits a document for verification. then creates a document verification task. |
| Document agent | Approves or rejects a document for verification. |
[Tabelle : 1. Workspace users for document processing]

## Workflows {#using-document-processor__section_lmb_kl4_htb}

Several predefined workflows for Document Processor are available with the application.

When a customer requests a financial service, a service case is created and assigned to an
agent. After the agent updates the case details, a workflow is triggered. The flow triggers
various tasks from the case and route these tasks to document service.

For more information, see [Document Processor workflows](https://servicenow-prod.fluidtopics.net/17Qzxaw~TnDpVIkcvoACVg "The Financial Services Document Processor application installs automated workflows for enabling document collection and verification.").