---
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 Individual 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 Individual Life Servicing to update
policies, review and approve underwriting, and send documents for individual life
policies.

With Individual Life Servicing, contributors/processors can submit cases on
behalf of the customer, and processors/underwriters can work on the cases raised on the
individual policy case type.

## Predefined workflows on the individual life policy case type

* Increase coverage
* Decrease coverage
* Cancel policy
* Convert term to perm
* Add/Change beneficiary

## Workspace

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

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.").  
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| 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 raised on policies. |
| Contributor Workspace ||
| Policy contributor | Submits policy service requests on behalf of customers. |
| Underwriter Workspace ||
| Underwriter | Views the status of tasks and works on underwriting-specific tasks. |
[Tabelle : 1. Workspace users for Individual Life Servicing]

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