Now Assist for Financial Services Operations (FSO)
Summarize
Summary of Now Assist for Financial Services Operations (FSO)
The Now Assist for Financial Services Operations (FSO) application leverages artificial intelligence (AI) and the Now Large Language Model (LLM) Service to automate and enhance financial operations processes within the ServiceNow platform. It enables financial services organizations to improve case management, dispute intake, and financial workflows through AI-powered capabilities.
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Key Features
- Agentic AI Capabilities: Summarize case details efficiently to support agents in managing financial service cases.
- Disputes Intake via Virtual Agent: Allow customers to submit card disputes through conversational AI, streamlining the intake process.
- Agentic Workflows: Utilize AI-driven workflows and financial services operations (FSO) AI agents to optimize and automate financial service processes.
- Configuration and Customization: Administrators can configure the application to meet specific organizational needs for financial operations automation.
Important Considerations
- Not all AI model providers or Now Assist features are available in all regions or for customers with in-country SKUs, including restrictions in FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, self-hosted environments, and regulated markets.
- ServiceNow continuously updates feature availability; customers should monitor release notes and knowledge base articles for the latest information.
AI Limitations and Responsible Use
This application relies on AI and machine learning, which may produce incomplete or inaccurate outputs. Customers must rigorously test and evaluate AI-generated results for accuracy and appropriateness, especially in sensitive domains such as finance. Human oversight is required, and AI outputs should not be the sole basis for critical decisions. Usage must comply with ServiceNow’s AI Acceptable Use Policy.
Data Processing and Privacy
Data processed by the application may be transferred to centralized ServiceNow environments or third-party cloud providers like Microsoft Azure, in accordance with ServiceNow’s internal policies and compliance standards. Inputs and outputs from the application are collected to improve ServiceNow’s AI technologies, but customers may opt out of future data collection.
Getting Help and Support
- Access the ServiceNow Community on AI and Intelligence for peer support.
- Search the Known Error Portal for troubleshooting articles.
- Contact ServiceNow Customer Service and Support for direct assistance.
Practical Benefits for ServiceNow Customers
By implementing Now Assist for Financial Services Operations (FSO), organizations can automate repetitive financial tasks, reduce manual effort, improve customer experience in dispute handling, and accelerate case resolution. This leads to more efficient financial services operations while maintaining compliance and data security.
Use the ServiceNow® Now Assist for Financial Services Operations (FSO) application to leverage AI and Now LLM Service to automate your financial operations processes.
Get started
- Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the KB1584492 article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.
- Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.
- Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.
- Some AI products and skills are not available in Regulated Markets. For more information, see KB2593939: Regulated Markets AI Products/Skills Not Available. Be sure to check for availability updates in future releases.
Troubleshoot and get help
AI limitations
This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow.
Data processing
This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal.
Data collection
ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page.
For more information, see the Now Assist documentation.