Supporting information for Now Assist for Financial Services Operations (FSO)

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Get a quick overview of the important information that is related to the Now Assist for Financial Services Operations (FSO) application.

    Supported versions

    Now Assist for FSO is supported starting with the Xanadu release.

    Supported user interfaces

    The Now Assist for FSO application includes the skills that are listed in the following table.

    Table 1. Now Assist for FSO supported interfaces
    Interface Skill
    Financial Services Workspace
    • Case summarization
    • Disputes intake via Virtual Agent
    Core UI Case summarization
    Portal Disputes intake via Virtual Agent

    Application information

    Activate the Now Assist for FSO store app (sn_fso_gen_ai) to use the skills included in the application.

    This store app has the following dependencies:
    • Financial Services Operations Core (sn_bom)
    • Now Assist for Platform (sn_genai_platform)
    • Form Data Collector (sn_con_frm_dt_coll)
    Activate the applications in the following order:
    1. Now Assist for Platform (sn_genai_platform)
    2. Financial Services Operations Core (sn_bom)
    3. Financial Services Card Operations (sn_bom_credit_card)
    4. Now Assist for FSO (sn_fso_gen_ai)
    Note:
    Form Data Collector is activated as part of Now Assist for FSO.