---
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


---

# Request generative AI capabilities in Financial Services Operations with Now Assist panel

# Request generative AI capabilities in Financial Services Operations with Now Assist panel {#ariaid-title1}

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

Request the contextual generative AI capabilities, such as a case summary, in the Financial Services Operations (FSO) application by using the conversational interface in the Now Assist panel.

## Before you begin

Make sure that Next Experience is enabled in the instance. For more information, see [Next Experience UI](https://www.servicenow.com/docs/access?context=next-experience-landing-page&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US).

Role required: sn_bom_credit_card.dispute_agent, sn_bom_credit_card.dispute_manager, sn_bom_credit_card.dispute_viewer, sn_bom_credit_card.contributor, sn_bom.b2c_agent, sn_bom.b2b_agent, sn_bom.adjuster,
sn_bom.fnol_representative  
Note:  
These roles are the default list of roles that are defined for this task. Administrators can modify the list of roles in the Now Assist Admin console.

## About this task

You can use the Now Assist panel in Financial Services Workspace to request a case summary.

For more information about the Now Assist panel, see [Now Assist panel](https://www.servicenow.com/docs/access?context=now-assist-panel-overview&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US). For information about activating the Now Assist panel, 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).

## Procedure

1. Navigate to WorkspacesFinancial Services Workspace.
2. Log in to an instance where the Now Assist for FSO application is installed.
3. Request the generative AI capabilities in FSO for a case by selecting the Now Assist icon ![Now assist icon.]().  
   Figure 1. Now Assist Panel
4. After you request the generative AI capabilities, you can summarize a case.

   | Option | Description |
   | Summarize a case | 1. Open the case. 2. From the header menu, select the Now Assist icon ![Now assist icon.](). 3. In the Now Assist panel, select Summarize a record. {#request-generative-ai-capabilities-in-fso__ol_twn_bmr_mbc} |
   |-|-|

   {#request-generative-ai-capabilities-in-fso__choicetable_zrx_zlr_mbc}

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