Create a contact for a case

---
title: Create a contact for a case
description: Add important contacts to a client's application. This activity creates a child case that manages the contact creation process.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/create-contact.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 contact for a case

Add important contacts to a client's application. This activity creates a child case that manages the contact creation process.

## Before you begin

Role required: sn\_bom\_clo\_b2b.manager, sn\_bom\_clo\_b2b.relationship\_manager, or sn\_bom\_clo\_b2b.contact\_lifecycle\_agent

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Select a Customer Lifecycle Operations case to work on.

3.  In the playbook, click **Add Contacts**, then click **Add New**.

    A new child case appears in the row beneath the parent case tab.

4.  In the upper right-hand corner of the screen, Click **Save**.

    Under the **Playbook** tab for the child case, you see three stages:

    -   Initiate
    -   Document Verification
    -   Due diligence
5.  Once you have completed the Initiate stage, click **Submit**.

6.  Repeat as necessary to create cases for all required company personnel.


## Result

A new contact case is created and linked to the parent case. The assigned document and KYC agents will complete the remaining two stages.

## What to do next

Return to the parent case and continue the Customer Lifecycle Operations workflow.