---
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 deposit service case

# Work on a deposit service 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 deposit case to collect applicant information, ensure that any outstanding
tasks are completed, and fulfill the deposit product request.

## Before you begin

Role required:

* For a business deposit service case: sn_bom_deposit_b2b.agent or sn_bom_deposit_b2b.agent_connector
* For a personal deposit service case: sn_bom_deposit_b2c.agent or sn_bom_deposit_b2c.agent_connector
{#work-deposit-service-case__ul_hhp_gmk_jmb}  
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 customer requires a deposit service, a deposit contributor, such as a
relationship manager, initiates a case and updates its details, triggering the
workflow. Throughout the workflow, deposit and document agents complete their
assigned tasks and update the status of the case.

Use the case playbook that provides the activities and tasks required to research and
fulfill the request.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. In the Lists tab, under Deposit service cases, open the case list.
   * For your assigned cases, click Assigned to me.
   * For all deposit cases, click All.
   {#work-deposit-service-case__choices_xbp_ycm_gmb}
4. In the list, select the case to work on.  
   To work on a case that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Select the Playbook tab.  
   The case playbook guides agents through the steps that are involved in resolving a case.
6. Use the activities and tasks under the playbook stages to fulfill the request and resolve the case.  
   Note:  
   Depending on the deposit service request type, a playbook might have additional or fewer activities and tasks.
   Any tasks generated during playbook activities appear in the Tasks tab of the case.

## Result

The deposit case automatically updates to show Closed Complete.

*[\>]: and then