Request generative AI capabilities in Financial Services Operations with Now Assist panel

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Request the contextual generative AI capabilities, such as a case summary, in the Financial Services Operations (FSO) application by using the conversational interface in the Now Assist panel.

    Before you begin

    Make sure that Next Experience is enabled in the instance. For more information, see Next Experience UI.

    Role required: sn_bom_credit_card.dispute_agent, sn_bom_credit_card.dispute_manager, sn_bom_credit_card.dispute_viewer, sn_bom_credit_card.contributor, sn_bom.b2c_agent, sn_bom.b2b_agent, sn_bom.adjuster, sn_bom.fnol_representative

    Note:
    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.

    About this task

    You can use the Now Assist panel in Financial Services Workspace to request a case summary.

    For more information about the Now Assist panel, see Now Assist panel. For information about activating the Now Assist panel, see Activate the Now Assist panel standard chat.

    Procedure

    1. Navigate to Workspaces > Financial Services Workspace.
    2. Log in to an instance where the Now Assist for FSO application is installed.
    3. Request the generative AI capabilities in FSO for a case by selecting the Now Assist icon Now assist icon..
      Figure 1. Now Assist Panel
      Now Assist panel with case summarization generation.
    4. After you request the generative AI capabilities, you can summarize a case.
      OptionDescription
      Summarize a case
      1. Open the case.
      2. From the header menu, select the Now Assist icon Now assist icon..
      3. In the Now Assist panel, select Summarize a record.