---
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


---

# Configuring Now Assist for Financial Services Operations (FSO)

# Configuring Now Assist for Financial Services Operations (FSO) {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

If you have the admin role, you can configure the Now Assist for Financial Services Operations (FSO) application so that your agents can use the generative AI skills in Financial Services Workspace and Core UI.

## Before you begin

Role required: admin

## About this task

Use the Now Assist Admin console to configure Now Assist for FSO. This console contains everything that you need to install the plugins and configure the generative AI skills. For additional information, see [Now Assist Admin console](https://www.servicenow.com/docs/access?context=configuring-now-assist&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).  
The following table lists the features and skills that you can access from the Now Assist Admin console.{#configure-now-assist-for-fso__table_akf_42k_mbc__entry__2}

| Area | Skills |
|-|-|
| Banking | Dispute case summarization |
| Insurance | Claim case summarization |
[Table 1. FSO features and skills in the Now Assist Admin console]

{#configure-now-assist-for-fso__table_akf_42k_mbc}  
Note:  
Now LLM Service is currently the only provider for this Now Assist application's skills.

## Procedure

1. Install the Now Assist for Financial Services Operations (FSO) plugin (sn_fso_gen_ai).  
   * For information about the plugin dependencies and plugin activation order, see [Application information](https://servicenow-prod.fluidtopics.net/ItFMcdn8aCrYXcJZy5C1lQ#supporting-information-for-now-assist-for-financial-services-operations-fso__section_ng1_bdj_mbc).
   * For information about the installation process, see [Install Now Assist plugins](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).
   {#configure-now-assist-for-fso__ul_kb5_2nk_mbc}
2. Navigate to AllNow Assist AdminFeatures to access the Now Assist Features tab of the Now Assist Admin console.
3. Select the Customer workflow group.
4. In the Select product drop-down list, select FSO.  
5. On the feature card that is associated with the skill you would like to activate, select View details.
6. In the All available skills section, select Activate skill.
7. Review the inputs for the selected skill.  
   The input table fields are read-only.

   For information about the inputs for each skill, see [Skill inputs for Now Assist for Financial Services Operations (FSO)](https://servicenow-prod.fluidtopics.net/uUsrVCareASMTN64bXDpyA "Review the inputs for each skill to see how a skill is used.").
8. After you review the inputs for the selected skill, select Save and continue to go to the next step.  
   You can return to a previous step by using the Back button.
9. Select where you would like to display the skill.  
   * In-product: When selected, the Now Assist skills are displayed on forms and workspaces.

     For the skills that appear in-product, select the down arrow to identify the roles that can use the skill.
   * Now Assist panel: When selected, Now Assist skills are available in the Now Assist panel. If you don't see this option, you must activate the Now Assist panel. For more information, see [Turn on the Now Assist panel](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).

     For the skills that appear in the Now Assist panel, select the down arrow to identify the roles that can use the skill.
   {#configure-now-assist-for-fso__ul_d5x_mpk_mbc}
10. After you configure the display for the selected skill, select Save and continue to go to the next step.
11. Review your choices and select Activate to complete the configuration.  
    Your skill is configured.

## What to do next

Configure security for your configured Now Assist for FSO skills. See [Configuring security](https://servicenow-prod.fluidtopics.net/N9rIAv3FnRAPFMPGqaZ0BQ "You can enable security implementation on Now Assist for FSO skills through access control lists (ACLs) and user identities. These ACLs determine which users have permissions to discover and invoke these features.") for more information.

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