Perform Due Diligence

task australia Updated Sep 10, 2026 1 min read perform-due-diligence.md

Complete due diligence tasks to evaluate the eligibility of new account applications. Multiple agents can complete separate tasks concurrently.

Before you begin

Role required:

This stage requires multiple agents to complete. KYC, Credit, Tax, and Legal agents work asynchronously to complete all tasks within this stage.

For a business client: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.account_lifecycle_agent, sn_bom_clo_b2b.contact_lifecycle_agent, sn_bom_kyc.b2b_account_agent, or sn_bom_kyc.b2b_contact_agent
For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.agent, sn_bom_kyc.b2c_account_agent, or sn_bom_kyc.b2c_contact_agent

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
On the Lists, tab, select a case.
On the Details tab, click Assign to me to claim the task if it is not already assigned to an agent.
Fill in any applicable fields, then click Close to complete the task.

Result

Once all agents have completed their assigned tasks, the Due Diligence stage shows as complete and the case automatically advances to the Fulfillment stage.

What to do next

Continue to the Fulfillment stage.

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---
title: Perform Due Diligence
description: Complete due diligence tasks to evaluate the eligibility of new account applications. Multiple agents can complete separate tasks concurrently.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/perform-due-diligence.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 \(FSO\)]
---

# Perform Due Diligence

Complete due diligence tasks to evaluate the eligibility of new account applications. Multiple agents can complete separate tasks concurrently.

## Before you begin

Role required:

This stage requires multiple agents to complete. KYC, Credit, Tax, and Legal agents work asynchronously to complete all tasks within this stage.

- For a business client: sn\_bom\_clo\_b2b.manager, sn\_bom\_clo\_b2b.account\_lifecycle\_agent, sn\_bom\_clo\_b2b.contact\_lifecycle\_agent, sn\_bom\_kyc.b2b\_account\_agent, or sn\_bom\_kyc.b2b\_contact\_agent
- For a personal client: sn\_bom\_clo\_b2c.manager or sn\_bom\_clo\_b2c.agent, sn\_bom\_kyc.b2c\_account\_agent, or sn\_bom\_kyc.b2c\_contact\_agent

## 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. On the **Lists**, tab, select a case.

4. On the **Details** tab, click **Assign to me** to claim the task if it is not already assigned to an agent.

5. Fill in any applicable fields, then click **Close** to complete the task.

## Result

Once all agents have completed their assigned tasks, the Due Diligence stage shows as complete and the case automatically advances to the Fulfillment stage.

## What to do next

Continue to the [Fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/activate-account.md) stage.