Follow these high-level steps to install and configure ServiceNow Financial Services Operations (FSO).

First refer to Configuring Financial Services Operations & additionally leverage Customer Service Management (CSM) Product Checklist to configure CSM components.

After configuring FSO and CSM, choose the FSO Applications you wish to install based on what you are implementing. Below is a non-exhaustive list of FSO applications, please refer to our Documentation Site for a full list.

Banking Applications

• Install Financial Services Card Operations

• Configure Financial Services Card Operations

• Install Dispute Rules Content Pack for Visa

• Configure Dispute Rules Content Pack for Visa

• Install Financial Services Business Loan Operations

• Install Financial Services Personal Loan Operations

• Configure Financial Services Loan Operations

• Install Financial Services Business Deposit Operations

• Configure Financial Services Deposit Operations

• Install Financial Services Payment Operations

• Configure Financial Services Payment Operations

• Install Financial Services Treasury Operations

• Configure Financial Services Treasury Operations

• Install Intelligent Servicing for Fraud

• Configure Intelligent Servicing for Fraud

• Install Client Lifecycle Operations

• Configure Client Lifecycle Operations

• Install Dispute Rules Content Pack for Mastercard

• Configure Dispute Rules Content Pack for Mastercard

Insurance Applications

• Install Personal Lines Servicing

• Configure Personal Lines Servicing

• Install Commercial Lines Servicing

• Configure Commercial Lines Servicing

• Install Individual Life Servicing

• Configure Individual Life Servicing

• Install Group Life Servicing

• Configure Group Life Servicing

• Install Commercial Lines Claims

• Configure Commercial Lines Claims

• Install Personal Lines Claims

• Configure Personal Lines Claims

• Install Individual Life Claims

• Configure Individual Life Claims