---
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


---

# Integrate with Financial Services Document Processor

# Financial Services Document Processor {#ariaid-title1}

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

ServiceNow®
Financial Services Document Processor enables other Financial Services Operations applications to collect and verify documents that are used in
workflows across these applications. You can submit documents for verification​, and request
deferment​ or exception.

This application is automatically installed when you install any Financial Services Operations application or Financial Services Operations Core.

An admin can use Document Templates to create HTML and PDF document templates, which can be
used to generate standard letters or documents. The templates can be used to automate and
simplify the process the filling out, signing, and reviewing documents online. For more
information, see [Document Templates](https://www.servicenow.com/docs/access?context=document-templates-overview&version=xanadu&pubname=xanadu-employee-service-management&ft:locale=en-US).

Admins can also integrate documents with 3rd party e-signature providers like DocuSign and
Adobe Sign. For more information, see [Document Template integration with Docusign](https://www.servicenow.com/docs/access?context=docusign-doc&version=xanadu&pubname=xanadu-employee-service-management&ft:locale=en-US) or [Document Template integration with AdobeSign](https://www.servicenow.com/docs/access?context=adobe-sign-doc&version=xanadu&pubname=xanadu-employee-service-management&ft:locale=en-US).

## Features {#fso-document-processor__section_azl_gkr_y5b}

* [Financial Services Operations Integration
  with Document Intelligence](https://servicenow-prod.fluidtopics.net/bGQJX7_aFhHUrdKhRO72cw "Integration with Document Intelligence enables machine learning (ML) to assist in quickly automating document processing and accurately extracting information from documents to the ServiceNow AI Platform.")
* [Configuring Financial Services Document
  Processor](https://servicenow-prod.fluidtopics.net/NDpPpybmcNFemUWGQ~Mu0w "An admin can configure and manage the metadata of documents, such as categories, types, list definitions, and list item definitions. These configurations determine the documents required in Financial Services Operations applications workflows for document verification tasks.")
{#fso-document-processor__ul_gbr_pkr_y5b}