---
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 Group Life Servicing {#ariaid-title1}

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

Learn how the following roles use Group Life Servicing to update
policies, review and approve underwriting, and send documents for group life policies.

With Group Life Servicing, contributors can submit requests, and processors can
work on the cases raised for the group policy case type.

## Predefined workflows on the Group life policy case type {#using-group-life-servicing__section_ygz_pyx_rsb}

Change member info is the workflow available on the group policy case type.

## Workspace {#using-group-life-servicing__section_k2k_3v1_wnb}

Contributors and processors use personalized Workspace to work on all aspects of insurance policy cases. Workspace enables these roles to do the following:

* Monitor workload and performance
* Focus on high-priority items
* Easily navigate across tasks

{#using-group-life-servicing__ul_d1w_sb2_wnb}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-group-life-servicing__table_qy1_452_wrb__entry__2}

| User | Description |
|-|-|
| Policy admin | Configures the insurance policy workspace as per business requirements. For more information, see [Configure 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."). |
| Underwriting admin | Configures the insurance underwriting workspace as per business requirements. For more information, see [Configure 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."). |
| Processor Workspace ||
| Policy processor | Works on policy cases and tasks to fulfill requests for accounts. |
| Contributor Workspace ||
| Policy contributor | Submits policy service requests on behalf of customers. |
| Underwriter Workspace ||
| Underwriter | Views the status of and works on underwriting tasks. |
[Tabelle : 1. Workspace users for Group Life Servicing]

{#using-group-life-servicing__table_qy1_452_wrb}

