Evaluate the product eligibility for a customer

task australia Updated Sep 10, 2026 1 min read evaluate-product-eligibility.md

Evaluate the eligibility of the requested product for the customer.

Before you begin

Role required: sn_bom_credit_card.agent or sn_bom_credit_card.agent_connector

Important: For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.

About this task

A credit card task to evaluate the product eligibility is automatically created in the credit card service case for a new card request.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
Open the task from a credit card service case or from the Credit Card Task list.

Option	Steps
From a credit card service case	In the Lists tab, under Credit Card Service Cases, click Assigned to me. In the list, click the case that you want to open. In the case, click the Tasks tab and select the credit card task.
From the Credit Card Task list	In the Lists tab, under Credit Card Task, click All. In the list, click the task that you want to open.

4. In the **State** field, change the state of the task to **Work in Progress**.

Evaluate the eligibility of the requested product for the customer.
In the Work notes field, enter any comments that are related to your findings.
To close the task, in the State field, change the state of the task to Closed Complete.
Click Save.

Result

The stage of the associated credit card service case changes from Product Eligibility to Credit Risk Assessment.
A credit assessment task to retrieve a credit assessment and evaluate the risk for the customer is automatically generated in the Tasks tab of the associated case. The task is created in the Open state and assigned to an assignment group or a credit agent in the credit assessment department. The assignment group or user to whom the task is assigned is based on the assignment rule.

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---
title: Evaluate the product eligibility for a customer
description: Evaluate the eligibility of the requested product for the customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-card-operations/evaluate-product-eligibility.html
release: australia
product: Financial Services Card Operations
classification: financial-services-card-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Setting up a new credit card account, Use, Card Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Evaluate the product eligibility for a customer

Evaluate the eligibility of the requested product for the customer.

## Before you begin

Role required: sn\_bom\_credit\_card.agent or sn\_bom\_credit\_card.agent\_connector

**Important:** For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see [Roles and Personas](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-combine-csm-industry-roles.md).

## About this task

A credit card task to evaluate the product eligibility is automatically created in the credit card service case for a new card request.

## Procedure

1.  Navigate to **All** &gt; **Financial Services Operations** &gt; **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  Open the task from a credit card service case or from the Credit Card Task list.

<table id="choicetable_lgv_1db_hmb"><thead><tr><th align="left" id="d79648e120">

Option

</th><th align="left" id="d79648e123">

Steps

</th></tr></thead><tbody><tr><td id="d79648e129">

**From a credit card service case**

</td><td>

1.  In the **Lists** tab, under **Credit Card Service Cases**, click **Assigned to me**.
2.  In the list, click the case that you want to open.
3.  In the case, click the **Tasks** tab and select the credit card task.


</td></tr><tr><td id="d79648e162">

**From the Credit Card Task list**

</td><td>

1.  In the **Lists** tab, under **Credit Card Task**, click **All**.
2.  In the list, click the task that you want to open.


</td></tr></tbody>
</table>4.  In the **State** field, change the state of the task to **Work in Progress**.

5.  Evaluate the eligibility of the requested product for the customer.

6.  In the **Work notes** field, enter any comments that are related to your findings.

7.  To close the task, in the **State** field, change the state of the task to **Closed Complete**.

8.  Click **Save**.


## Result

-   The stage of the associated credit card service case changes from Product Eligibility to Credit Risk Assessment.
-   A credit assessment task to retrieve a credit assessment and evaluate the risk for the customer is automatically generated in the **Tasks** tab of the associated case. The task is created in the Open state and assigned to an assignment group or a credit agent in the credit assessment department. The assignment group or user to whom the task is assigned is based on the assignment rule.