---
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


---

# Work on a complaint task for a complaint case

# Work on a complaint task for a complaint case {#ariaid-title1}

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

Work on a complaint task to perform a legal review or to provide business unit inputs
for the associated complaint service case.

## Before you begin

Role required: sn_bom_compl.agent or sn_bom_compl.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

* When a complaint case is identified as having a legal impact, the workflow automatically generates a complaint legal fulfillment task.
* When a complaint agent clicks Request business input in the Review and response stage of a complaint case, the workflow automatically generates a complaint task for a business unit input.

{#work-fso-complaint-task__ul_bmr_5dy_cqb}

If assignment rules are configured, the task is automatically assigned to an
agent.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. In the Lists tab, under Complaint service tasks, open the task list.
   * For your assigned tasks, click Assigned to me.
   * For all complaint service tasks, click All.
   {#work-fso-complaint-task__choices_xbp_ycm_gmb}
4. In the list, select the task that you want to work on.  
   To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Enter the requested information in Closure comments field
6. **Optional:** In the Work notes field, enter any comments.
7. Click Close to close the task.

## Result

The complaint task moves to the Closed Complete state.

*[\>]: and then