---
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


---

# Determine a card's Terms and Conditions and Disclosures for a customer

# Determine a card's Terms and Conditions and Disclosures for a customer {#ariaid-title1}

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

Determine a card's terms and conditions and disclosures and update the customer
agreement for a customer. This information is shared with the customer before you issue a
new credit card.

## Before you begin

Role required: sn_bom_credit_card.agent or sn_bom_credit_card.agent_connector  
Important:  
For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see [Roles and Personas](https://servicenow-prod.fluidtopics.net/_k8aAtmWw~gvbSaui5WAKQ "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.").

## About this task

This credit card task is automatically created for a new credit card case when the
document service task to [check the completeness of the customer's supporting documents](https://servicenow-prod.fluidtopics.net/9Hp5hzhssneCfVEySItqDA "Check that a customer's supporting documents are complete so that you can complete the credit card request.")
completes.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. Open the task from a credit card service case or from the Credit Card Task list.

   | Option | Steps |
   | From a credit card service case | 1. In the Lists tab, under Credit Card Service Cases, click Assigned to me. 2. In the list, click the case that you want to open. 3. In the case, click the Tasks tab and select the credit card task. {#determine-card-terms-conditions-disclosures__ol_e1q_3db_hmb} |
   | From the Credit Card Task list | 1. In the Lists tab, under Credit Card Task, click All. 2. In the list, click the task that you want to open. {#determine-card-terms-conditions-disclosures__ol_j25_jdb_hmb} |
   |-|-|

   {#determine-card-terms-conditions-disclosures__choicetable_lgv_1db_hmb}
4. In the State field, change the state of the task to Work in Progress.
5. Determine the card's Terms and Conditions and Disclosures and update the customer agreement for the customer.
6. **Optional:** In the Work notes field, enter any comments.
7. To close the task, in the State field, change the state of the task to Closed Complete.
8. Click Save.
{#determine-card-terms-conditions-disclosures__steps_thb_j3q_hmb}

## Result

A document task to file a customer agreement is automatically generated in the
Tasks tab of the associated case. The task is created in
the Open state and assigned to an assignment group or a document agent in the
document services department. The assignment group or user that the task is assigned
to is based on the assignment rule.

*[\>]: and then