Verify client documentation

---
title: Verify client documentation
description: Work on a document task to manage and track required documents for a Customer Lifecycle Operations service case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/verify-client-docs.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 \(FSO\)]
---

# Verify client documentation

Work on a document task to manage and track required documents for a Customer Lifecycle Operations service case.

## Before you begin

Role required:

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

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace** and select a document task.

2.  On the **Inbound Documents** tab, choose a document.

3.  Once the document has been reviewed, click **Verify**.

4.  Click **Close** to complete the stage.

    In the parent CLO case, the related document verification stage shows as complete.


## Result

The Document Verification stage shows as complete, and the case automatically advances to the Due Diligence stage.

## What to do next

Continue to the [Due Diligence](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/perform-due-diligence.md) stage.