---
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


---

# Create a CLO case

# Create a CLO case {#ariaid-title1}

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

Begin the Customer Lifecycle Operations application process by creating a CLO case for review.

## Before you begin

Role required:

* For a business client: sn_bom_clo_b2b.manager or sn_bom_clo_b2b.relationship_manager
* For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.relationship_manager
{#create-case__ul_wwt_sn2_dqb}

## Procedure

1. Navigate to AllFinancial services operationsWorkspace.
2. Click the lists icon (![Lists icon.]()).
3. In the upper right-hand corner, click New.
4. From the Create a new case menu that appears in the middle of the screen, select a service.
5. Click Create.
6. In the upper right-hand corner of the screen, click Save.
7. If you are the agent that will be handling the case, select Assign to me.  
   If not, select the agent who will handle the case.
8. Click the Playbook tab.
9. Fill in any applicable fields, then click Create Account.

## Result

A Customer Lifecycle Operations case is created and assigned to an available agent.

## What to do next

Continue to [Add contacts](https://servicenow-prod.fluidtopics.net/h6W7R3aj6ZZegD8ycVjzwg "Add important contacts to a client's application. This activity creates a child case that manages the contact creation process.").

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