---
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


---

# Verify client documentation

# Verify client documentation {#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 document task to manage and track required documents for a Customer Lifecycle Operations service case.

## Before you begin

Role required:

* For a business client: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.account_lifecycle_agent, or sn_bom_clo_b2b.contact_lifecycle_agent
* For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.agent
{#verify-client-docs__ul_rh4_y13_dqb}

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace and select a document task.
2. On the Inbound Documents tab, choose a document.
3. Once the document has been reviewed, click Verify.
4. Click Close to complete the stage.  
   In the parent CLO case, the related document verification stage shows as complete.

## Result

The Document Verification stage shows as complete, and the case automatically advances to the Due Diligence stage.

## What to do next

Continue to the [Due Diligence](https://servicenow-prod.fluidtopics.net/hmp4NBYdenRL6OvOzlHDPQ "Complete due diligence tasks to evaluate the eligibility of new account applications. Multiple agents can complete separate tasks concurrently.") stage.

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