---
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


---

# Now Assist for Financial Services Operations (FSO)

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

* Release version: Xanadu
* 
* Updated September 30, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Use the Now Assist for Financial Services Operations (FSO) application to summarize the case information for insurance claims and card disputes. You can enable your agents to understand the case context so that they can propose quicker resolutions to your
customers.

## Get started {#now-assist-for-financial-services-operations__section_uqd_fm5_lbc}

|-|-|-|
| [ExploreLearn more about Now Assist for FSO](https://servicenow-prod.fluidtopics.net/VMQXUfTOkXOTqnClE_ZsEA "With the Now Assist for Financial Services Operations (FSO) application, your agent can use generative AI to summarize the case details, understand the case context, and wrap up cases faster.") | [ConfigureConfigure the Now Assist for FSO application to get started](https://servicenow-prod.fluidtopics.net/XwEoZztedUodRkIXDwVFnQ "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.") | [UseUse generative AI capabilities offered by Now Assist for FSO](https://servicenow-prod.fluidtopics.net/6j0MiyGeybrZeBnx_m10sQ "If you have an agent role, you can summarize the case details with the Now Assist for Financial Services Operations (FSO) application.") |
[ ]

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## Federal exclusion notice {#now-assist-for-financial-services-operations__section_yvd_n43_qbc}

Important:  
* Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the [KB1584492](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1584492) article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.{#now-assist-for-financial-services-operations__na-in-country-notice}
* Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the [KB0743854](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0743854) article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.{#now-assist-for-financial-services-operations__na-restricted-envs-notice}
* Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.{#now-assist-for-financial-services-operations__na-standalone-language-notice}
* Some AI products and skills are not available in Regulated Markets. For more information, see [KB2593939: Regulated Markets AI Products/Skills Not Available](https://support.servicenow.com/kb?id=kb_article_view&sys_kb_id=e8d7cc82475aba90b7832920326d4362). Be sure to check for availability updates in future releases.
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## Troubleshoot and get help {#now-assist-for-financial-services-operations__section_ard_fm5_lbc}

* [ServiceNow Community on AI and Intelligence](https://www.servicenow.com/community/ai-intelligence-articles/tkb-p/ai-platform-kb)
* [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477)
* [Contact Customer Service and Support.](https://support.servicenow.com/now?draw=case)
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## AI limitations {#now-assist-for-financial-services-operations__id_jvg_1wv_lbc}

This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not
always produce accurate, complete, or appropriate information. Further, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to
test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes.
This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by [ServiceNow's AI Acceptable Use Policy](https://www.servicenow.com/ai-acceptable-use-policy.html), which may be updated by ServiceNow.{#now-assist-for-financial-services-operations__p_kv2_nfg_h1c}

## Data processing {#now-assist-for-financial-services-operations__id_ads_1wv_lbc}

This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our [CORE Compliance Portal](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067).{#now-assist-for-financial-services-operations__p_lv2_nfg_h1c}

## Data collection {#now-assist-for-financial-services-operations__section_fwn_gft_dcc}

ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect case information (for case summarization). Customers can opt out of future data collection at any time, as described in the [Now Assist Opt-Out page](https://www.servicenow.com/docs/access?context=opt-out-of-data-sharing-for-now-assist&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).{#now-assist-for-financial-services-operations__data-collection-p-end-2023-09}

For more information, see the [Now Assist documentation](https://www.servicenow.com/docs/access?context=platform-now-assist-landing&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).{#now-assist-for-financial-services-operations__data-collection-more-info-p-2023-09}