Create a CLO case

task australia Updated Sep 10, 2026 1 min read create-case.md

Raw file servicenow.com

Begin the Customer Lifecycle Operations application process by creating a CLO case for review.

Before you begin

Role required:

For a business client: sn_bom_clo_b2b.manager or sn_bom_clo_b2b.relationship_manager
For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.relationship_manager

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
In the upper right-hand corner, click New.
From the Create a new case menu that appears in the middle of the screen, select a service.
Click Create.
In the upper right-hand corner of the screen, click Save.
In the list, select which case you want to work on.

If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
Select the Playbook tab.
Fill in any applicable fields, then click Create Account.

Result

A Customer Lifecycle Operations case is created and assigned to an available agent.

What to do next

Continue to Add contacts.

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---
title: Create a CLO case
description: Begin the Customer Lifecycle Operations application process by creating a CLO case for review.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/create-case.html
release: australia
product: Financial Services Customer Lifecycle Operations
classification: financial-services-customer-lifecycle-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Customer Lifecycle Operations, Common applications, Financial Services Operations \(FSO\)]
---

# Create a CLO case

Begin the Customer Lifecycle Operations application process by creating a CLO case for review.

## Before you begin

Role required:

- For a business client: sn\_bom\_clo\_b2b.manager or sn\_bom\_clo\_b2b.relationship\_manager
- For a personal client: sn\_bom\_clo\_b2c.manager or sn\_bom\_clo\_b2c.relationship\_manager

## 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. In the upper right-hand corner, click **New**.

4. From the Create a new case menu that appears in the middle of the screen, select a service.

5. Click **Create**.

6. In the upper right-hand corner of the screen, click **Save**.

7. In the list, select which case you want to work on.

If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting **Assign to me**.

8. Select the **Playbook** tab.

9. Fill in any applicable fields, then click **Create Account**.

## Result

A Customer Lifecycle Operations case is created and assigned to an available agent.

## What to do next

Continue to [Add contacts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/create-contact.md).