---
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


---

# Assign a payment inquiry case

# Assign a payment inquiry case {#ariaid-title1}

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

Assign a payment inquiry case to yourself or to another inquiry agent so that you or
another agent can start investigating the case.

## Before you begin

Role required: sn_bom_payment.inquiry_agent, sn_bom_payment.inquiry_agent_connector,
or sn_bom_payment.admin

## About this task

When a payment inquiry request is submitted, the inquiry case is automatically
assigned to an assignment group or user in the payment inquiry department. The
assignment is based on the configured assignment rules. If the case is assigned to
an assignment group, any member from the group can triage the case themselves or
assign the case to another member of the group.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon]()).
3. In the Lists tab, under Payment Inquiry Cases, click All.
4. In the list, click a case to open it.
5. Assign the case.
   * To assign the case to yourself, click Assign to me.
   * To assign the case to another agent, select an agent in the Assigned to field.
   {#assign-payment-inquiry-case__choices_vzn_zks_hmb}

## Result

The case is assigned to an inquiry agent. If the agent also belongs to an agent
assignment group, the group's name appears in the Assignment group field.

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