--- sourceDocument: Xanadu Financial Services Operations sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Financial Services Operations ft:clusterId : - finso bundleId : - finso workflow : - Customer and Industry --- # Configure assignment rules # Configure assignment rules {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either modify predefined assignment rules or create new ones. ## Before you begin Role required: Based on the application that you are configuring, you need the following roles: * For Financial Services Payment Operations: sn_bom_payment.admin and admin * For Financial Services Card Operations: sn_bom_card.admin and admin * For Financial Services Complaint Management: sn_bom_compl.admin and admin * For Financial Services Business Deposit Operations: sn_bom_deposit_b2b.admin and admin * For Financial Services Personal Deposit Operations: sn_bom_deposit_b2c.admin and admin * For Financial Services Business Loan Operations: sn_bom_loan_b2b.admin and admin * For Financial Services Personal Loan Operations: sn_bom_loan.b2c_admin and admin * For Financial Services Business Lifecycle: sn_bom_clo_b2b.admin and admin * For Financial Services Client Lifecycle: sn_bom_clo_b2c.admin and admin * For Financial Services Treasury Operations: sn_bom_treasury.admin and admin * For Commercial Lines Claims: sn_ins_claim_cml.admin and admin Note: Insurance Special Investigations is installed with Commercial Lines Claims, and additionally requires the following roles: sn_ins_siu.admin and admin * For Individual Life Servicing and Individual Life Underwriting: sn_ins_policy_b2c.admin and admin * For Group Life Servicing and Group Life Underwriting: sn_ins_policy_b2b.admin and admin * Individual Life Claims: sn_ins_claim_indl.admin and admin * Insurance claims: sn_ins_gen_claim.admin and admin {#configure-assignment-rules-fso-applications__ul_hhp_gmk_jmb} ## About this task When you create an assignment rule, you select the following: * The table for the task type and the conditions that must be met before the task is assigned. * The user or the group that the task is assigned to. {#configure-assignment-rules-fso-applications__ul_imf_cgt_3mb}Alternately, you can create a script to further customize the assignment rule. Review the assignment rules that are installed with the Financial Services Operations applications.{#configure-assignment-rules-fso-applications__table_ocw_ygt_3mb__entry__3}{#configure-assignment-rules-fso-applications__table_ocw_ygt_3mb__entry__6} | Application | Assignment rule | Table | | | | | |-|-|-| | Financial Services Payment Operations | Payment Inquiry Assignment Rule | sn_bom_payment_inquiry | | Financial Services Payment Operations | Inquiry Task | sn_bom_payment_inquiry _task | | Financial Services Payment Operations | Claim | sn_bom_payment_claim | | Financial Services Payment Operations | Debit Approval | sn_bom_payment_service | | Financial Services Card Operations | Credit Card Service | sn_bom_credit_card_service | | Financial Services Card Operations | Credit Card Task | sn_bom_credit_card_task | | Financial Services Card Operations | Credit Task | sn_bom_credit_asmt_task | | Financial Services Card Operations | Document Service | sn_bom_document_task | | Financial Services Business Loan Operations | Loan Service -- Business | sn_bom_loan_b2b_service | | Financial Services Business Loan Operations | Loan Task -- Business | sn_bom_loan_b2b_task | | Financial Services Business Loan Operations | Credit Service -- Business | sn_bom_credit_asmt_loan_b2b_service | | Financial Services Business Loan Operations | Credit Task -- Business | sn_bom_credit_asmt_b2b_task | | Financial Services Business Loan Operations | Document Service -- Business | sn_bom_document_b2b_task | | Financial Services Personal Loan Operations | Loan Service | sn_bom_loan_service | | Financial Services Personal Loan Operations | Loan Task | sn_bom_loan_task | | Financial Services Personal Loan Operations | Credit Service | sn_bom_credit_asmt_loan_service | | Financial Services Personal Loan Operations | Credit Task | sn_bom_credit_asmt_task | | Financial Services Personal Loan Operations | Document Service | sn_bom_document_task | | Financial Services Business Lifecycle | Account Lifecycle Service | sn_bom_clo_b2b_account_service | | Financial Services Business Lifecycle | Contact Lifecycle Service | sn_bom_clo_b2b_contact_service | | Financial Services Business Lifecycle | Account Lifecycle Service Task | sn_bom_clo_b2b_account_task | | Financial Services Business Lifecycle | Contact Lifecycle Service Task | sn_bom_clo_b2b_contact_task | | Financial Services Client Lifecycle | Customer Lifecycle Service | sn_bom_clo_b2c_service | | Financial Services Client Lifecycle | Customer Lifecycle Task | sn_bom_clo_b2c_task | | Financial Services Treasury Operations | RDC Service | sn_bom_treasury_rdc_service | | Financial Services Treasury Operations | Wire Service | sn_bom_treasury_wire_service | | Financial Services Treasury Operations | Treasury Task | sn_bom_treasury_task | | Individual Life Claims | Individual life claim service | sn_ins_claim_indl_death_case | | Individual Life Claims | Individual life claim task | sn_ins_claim_indl_death_task | | Individual Life Claims | Related death policy claim service | sn_ins_claim_indl_rel_death_case | | Insurance claims | Travel claim case | sn_ins_gen_claim_case | | Insurance claims | Travel claim baggage adjuster task | sn_ins_gen_claim_adj_task | | Insurance claims | Travel claim trip adjuster task | sn_ins_gen_claim_adj_task | [Table 1. Assignment rules installed with Financial Services Operations applications] {#configure-assignment-rules-fso-applications__table_ocw_ygt_3mb} For advanced assignment rules, you can also use the ServiceNow Advanced Work Assignment (AWA) feature to automatically assign work items to agents, based on their availability, capacity, and optionally, skills. For more information, see [Advanced Work Assignment](https://www.servicenow.com/docs/access?context=awa-overview&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US). ## Procedure 1. Navigate to AllRouting and AssignmentAssignment Rule. 2. Create an assignment rule or modify an existing rule. * To create a rule, click New. * To review an existing rule, filter the list to show the rules for the application tables and then open a rule. {#configure-assignment-rules-fso-applications__choices_nwj_sdm_3mb} 3. On the form, fill in the fields. For information about the Assignment Rule form fields, see [Create an assignment rule](https://www.servicenow.com/docs/access?context=t_AssignmentModuleRule&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US). 4. Click Submit or Update. *[\>]: and then