--- 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 --- # Setting up Intelligent Servicing for Fraud # Setting up Intelligent Servicing for Fraud {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read You can set up your implementation for the Intelligent Servicing for Fraud application by installing the application, importing financial services data, and reviewing and configuring the components that are installed with the application. The following table provides an overview of the configuration tasks that are required for Intelligent Servicing for Fraud. {#configuring-intelligent-servicing-for-fraud__table_ksw_gpr_4nb__entry__2} | Task | Description | |-|-| | Install Intelligent Servicing for Fraud. | Install the Intelligent Servicing for Fraud application to work on fraud cases. For detailed instructions on how to install the application, see [Install Intelligent Servicing for Fraud](https://servicenow-prod.fluidtopics.net/qZmX0SbNy_HpjdOic00hAw "You can install the Intelligent Servicing for Fraud application (sn_bom_fraud) if you have the admin role. The application includes the demo data and installs that are related to ServiceNow Store applications and plugins if they aren’t already installed."). | | Assign roles for Intelligent Servicing for Fraud users. | Assign roles to control the actions that are available for each user. For detailed instructions on how to assign roles, see [Assign roles for Intelligent Servicing for Fraud users](https://servicenow-prod.fluidtopics.net/9HXy4jejH5_RhT~8xWU3Kg "Assign roles to control access to features, capabilities, and data in the Intelligent Servicing for Fraud application."). | | Configure service definitions. | Configure service definitions by navigating to Fraud OperationsAdministrationService Definitions.. For detailed instructions on how to configure service definitions, see [Configure service definitions](https://servicenow-prod.fluidtopics.net/~PKhWp6yNq3_lUAlQGuZ9w "Configure service definitions for the services in Financial Services Operations applications. You can review and modify the predefined service definitions installed with the application or add new ones."). | | Configure a playbook. | Configure the playbook by navigating to AllProcess AutomationProcess Automation Designer.. For detailed instructions on how to edit or create flows, see [Edit or create a new playbook](https://servicenow-prod.fluidtopics.net/7QItEMR2nYjfGru7ixAqkg "Review the playbooks that are available with Financial Services Operations applications to check they align to your business processes. You may need to customize them or design new ones as needed. You can still use the playbook activity definitions.​"). | | Configure CSM Configurable Workspace. | Configure CSM Configurable Workspace to enable agents to interact with customers and to create and work on cases. For detailed instructions on how to configure CSM Configurable Workspace, see[Configure CSM Configurable Workspace.](https://servicenow-prod.fluidtopics.net/woVbLjK2a40uljsGI4CHEg "Review the CSM Configurable Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.") | | Edit or create flows. | Edit or create flows by navigating to AllProcess AutomationFlow Designer.. For detailed instructions on how to edit or create flows, see [Configure flows](https://servicenow-prod.fluidtopics.net/wazWKKyxmiiIRJMh_ao54Q "Review the flows that are available with Financial Services Operations applications to see if these flows meet your business needs. You might need to customize these flows or design new ones as needed.") | | Configure service level agreements (SLAs). | Configure an SLA by navigating to AllService Level ManagementSLASLA Definitions. For detailed instructions on how to configure an SLA, see [Configure the Service Level Agreements (SLAs)](https://servicenow-prod.fluidtopics.net/9t0R5Q51wNs3GbgUNQI6wg "Review the service level agreement (SLA) definitions that are installed with Financial Services Operations applications. You can update existing SLAs or add new SLAs to configure start, pause, and stop conditions on any case attributes."). | | Configure user groups. | Configure the following user groups for case and task assignments. You can also assign roles to groups and users. {#configuring-intelligent-servicing-for-fraud__simpletable_g4k_xvb_dwb__entry__2} | Name | Roles | |-|-| | Fraud operations analyst | sn_bom_fraud.agent | | Fraud operations investigator | sn_bom_fraud.agent | | Fraud operations manager | sn_bom_fraud.manager and sn_process_optimization_analyst | [Table 2.] {#configuring-intelligent-servicing-for-fraud__simpletable_g4k_xvb_dwb} For detailed instructions on how to configure user groups, see [Configure user groups](https://servicenow-prod.fluidtopics.net/EOx83xRy0C1b3QbqOfP7tw "Configure user groups for Financial Services Operations applications for assignment of cases and tasks. You can assign roles to groups to provide access to all group members or assign roles to individual users."). | | Configure assignment rules to route tasks to agents, based on their skill sets. | Configure the following assignment rule to identify cases that meet certain conditions and then route those cases to agents. {#configuring-intelligent-servicing-for-fraud__simpletable_hfp_rvb_dwb__entry__2} | Name | Table | |-|-| | Fraud case | sn_bom_fraud_case | [Table 3.] {#configuring-intelligent-servicing-for-fraud__simpletable_hfp_rvb_dwb} For detailed instructions on how to configure assignment rules, see [Configure assignment rules](https://servicenow-prod.fluidtopics.net/QOaTkUJm9Bh71abHllBxXw "Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either modify predefined assignment rules or create new ones.") | [Table 1. Intelligent Servicing for Fraud configuration tasks] {#configuring-intelligent-servicing-for-fraud__table_ksw_gpr_4nb} *[\>]: and then