---
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


---

# Assign a credit card service case

# Assign a credit card service case {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Assign a credit card service case to yourself or to another credit card agent to
start working on the case.

## Before you begin

Role required: sn_bom_credit_card.agent, sn_bom_credit_card.agent_connector, or sn_bom_credit_card.admin

## About this task

When a credit card service request is submitted, the credit card service case is automatically assigned to an assignment group or user in the credit card services department. The assignment is based on the configured assignment rules. If the case is assigned to an assignment group, any member from the group can triage the case themselves or assign it to another member of the group.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. In the Lists tab, under Credit Card Service Cases, click All.
4. In the list, click a case to open it.
5. Assign the case.
   * To assign the case to yourself, click Assign to me.
   * To assign the case to another agent, select an agent in the Assigned to field.
   {#assign-credit-card-case__choices_vzn_zks_hmb}

## Result

The case is assigned to a credit card agent. If the agent also belongs to an agent
assignment group, the group's name appears in the Assignment group field.

*[\>]: and then