Now Assist for Financial Services Operations (FSO) release notes
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- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- Release Notes and Upgrades
The ServiceNow® Now Assist for Financial Services Operations (FSO) application brings generative AI to Financial Services Operations. By creating summaries of the card disputes and insurance claims from the case records, agents can quickly view the key details. Now Assist for FSO is a new application in the Xanadu release.
Now Assist for FSO highlights for the Xanadu release
- Use the case summarization skill for card dispute cases and insurance claims.
- Parse complex information and highlight the key details so that your agents make informed decisions about the transaction records, merchant communications for disputes, and the incident details for insurance claims.
- Reduce the need for multiple handoffs in dispute and claim management for consistency and faster resolutions.
- Automate case summaries and reallocate the resources that were performing manual tasks to more critical areas, such as more complex case analysis.
See Now Assist for Financial Services Operations (FSO) for more information.
Now Assist for FSO features
- Case summarization skill
- Designed to save time for your agents by condensing a record to a short summary. Now Assist for FSO includes the customized skills that are specific to card dispute and insurance claim use cases.
- Now Assist panel
- Enable your agents to access Now Assist skills in a panel that is available in Financial Services Workspace. Now Assist is aware of context, so it can summarize the currently viewed record, or your agent can specify a case number.
- Now Assist Admin console
- Use the Now Assist Admin console to activate and configure the capabilities and individual skills. For example, you can designate which roles have access to a skill, or whether the skill is available in Financial Services Workspace, the Now Assist panel, or both.
- Skill availability restricted by user role
- Specify the roles that can access the case summarization skill.
UI changes
- Now Assist icon in Next Experience Unified Navigation
- You can now use the Now Assist icon in the Next Experience UI Framework to open the Now Assist panel.
Activation information
Install Now Assist for FSO by requesting it from the ServiceNow 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.
Additional requirements
The Now Assist for FSO application requires a Financial Services Operations Professional Plus or Enterprise Plus license.