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    • Financial Services Operations
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    Home Paris Financial Services Operations Financial Services Operations

    Financial Services Operations

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    Financial Services Operations

    ServiceNow® Financial Services Operations (FSO) enables financial services institutions (FSIs) to securely automate core operational processes through pre-built digital applications and workflows. FSO connects operations across all departments—front, middle, and back-office—for financial institutions with one platform.

    Financial Services Operations (FSO) includes the following applications:
    Financial Services Payment Operations
    The ServiceNow® Financial Services Payment Operations application enables you to create and manage cases and tasks for payment requests, including payment inquiries and investigations.
    Financial Services Card Operations
    The ServiceNow® Financial Services Card Operations application enables you to create and manage cases and tasks for credit card requests, including requests for new cards, increasing or decreasing credit limits, and blocking or unblocking credit cards.
    Financial Services Loan Operations
    The ServiceNow® Financial Services Loan Operations enables you to manage service requests and system-generated exceptions for all types of loans for consumers and business customers.

    Request apps on the Store

    Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    • Financial Services Operations data model

      The Financial Services Operations (FSO) data model provides a framework that enables financial institutions to create flexible data structures that meet their business needs.

    • Configuring Financial Services Operations applications

      Set up your Financial Services Operations application by importing financial services data and reviewing and configuring the components installed with the application. You can configure record producers, Flow Designer flows, assignment groups and rules, and service level agreement definitions for Financial Services Operations applications. These settings enable creating and managing requests and tasks for banking operations.

    • Financial Services Payment Operations

      With ServiceNow® Financial Services Payment Operations, streamline, automate, and future-proof the payment operations in the front, middle, and back office of your financial institution.

    • Financial Services Card Operations

      With Financial Services Card Operations Financial Services Payment Operations, streamline, digitize, and automate the card operations from the front to back office in your financial institution, so that credit card applications can be quickly processed.

    • Financial Services Loan Operations

      ServiceNow® Financial Services Loan Operations is a purpose-built solution in Financial Services Operations that supports personal and business loans. It enables a streamlined, collaborative process to quickly resolve customer-initiated requests and system-generated exceptions around loan servicing, thus transforming the financial institutions' middle and back-office loan operations.

    • Financial Services Document Management

      ServiceNow® Financial Services Document Management provides a centralized ability to manage and track all documents (inbound and outbound) that are used in workflows across Financial Services Operations applications.

    • Financial Services Operations reference

      Reference topics provide additional information about Financial Services Operations.

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    Release version
    Choose your release version

      Financial Services Operations

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Financial Services Operations

      ServiceNow® Financial Services Operations (FSO) enables financial services institutions (FSIs) to securely automate core operational processes through pre-built digital applications and workflows. FSO connects operations across all departments—front, middle, and back-office—for financial institutions with one platform.

      Financial Services Operations (FSO) includes the following applications:
      Financial Services Payment Operations
      The ServiceNow® Financial Services Payment Operations application enables you to create and manage cases and tasks for payment requests, including payment inquiries and investigations.
      Financial Services Card Operations
      The ServiceNow® Financial Services Card Operations application enables you to create and manage cases and tasks for credit card requests, including requests for new cards, increasing or decreasing credit limits, and blocking or unblocking credit cards.
      Financial Services Loan Operations
      The ServiceNow® Financial Services Loan Operations enables you to manage service requests and system-generated exceptions for all types of loans for consumers and business customers.

      Request apps on the Store

      Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

      • Financial Services Operations data model

        The Financial Services Operations (FSO) data model provides a framework that enables financial institutions to create flexible data structures that meet their business needs.

      • Configuring Financial Services Operations applications

        Set up your Financial Services Operations application by importing financial services data and reviewing and configuring the components installed with the application. You can configure record producers, Flow Designer flows, assignment groups and rules, and service level agreement definitions for Financial Services Operations applications. These settings enable creating and managing requests and tasks for banking operations.

      • Financial Services Payment Operations

        With ServiceNow® Financial Services Payment Operations, streamline, automate, and future-proof the payment operations in the front, middle, and back office of your financial institution.

      • Financial Services Card Operations

        With Financial Services Card Operations Financial Services Payment Operations, streamline, digitize, and automate the card operations from the front to back office in your financial institution, so that credit card applications can be quickly processed.

      • Financial Services Loan Operations

        ServiceNow® Financial Services Loan Operations is a purpose-built solution in Financial Services Operations that supports personal and business loans. It enables a streamlined, collaborative process to quickly resolve customer-initiated requests and system-generated exceptions around loan servicing, thus transforming the financial institutions' middle and back-office loan operations.

      • Financial Services Document Management

        ServiceNow® Financial Services Document Management provides a centralized ability to manage and track all documents (inbound and outbound) that are used in workflows across Financial Services Operations applications.

      • Financial Services Operations reference

        Reference topics provide additional information about Financial Services Operations.

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