Configure Financial Services Know Your Customer

task australia Updated Sep 10, 2026 1 min read fso-kyc-configure.md

Review the components that are installed with the Financial Services Know Your Customer (KYC) application. You can modify the components as needed for your organization's business needs.

Before you begin

Financial Services Know Your Customer is automatically installed when you install certain Financial Services Operations applications. For more information, see Components installed with Financial Services Know Your Customer.

Role required: sn_bom_kyc.admin and admin

Procedure

Review the installed components and modify them or add new ones as applicable.

Task	Description
Configure service definitions	Configure service definitions to enable specific views for KYC service cases and tasks.
Configure record producers	Create or modify record producers to define request forms.
Edit or create new flows	Edit or create new flows using ServiceNow® Workflow Studio.

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---
title: Configure Financial Services Know Your Customer
description: Review the components that are installed with the Financial Services Know Your Customer \(KYC\) application. You can modify the components as needed for your organization's business needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-know-your-customer-kyc/fso-kyc-configure.html
release: australia
product: Financial Services Know Your Customer \(KYC\)
classification: financial-services-know-your-customer-kyc
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Know Your Customer, Common applications, Financial Services Operations \(FSO\)]
---

# Configure Financial Services Know Your Customer

Review the components that are installed with the Financial Services Know Your Customer \(KYC\) application. You can modify the components as needed for your organization's business needs.

## Before you begin

Financial Services Know Your Customer is automatically installed when you install certain Financial Services Operations applications. For more information, see [Components installed with Financial Services Know Your Customer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-know-your-customer-kyc/fso-kyc-installed-with.md).

Role required: sn\_bom\_kyc.admin and admin

## Procedure

1.  Review the installed components and modify them or add new ones as applicable.

    |Task|Description|
    |----|-----------|
    |**Configure service definitions**|[Configure service definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-service-definitions.md) to enable specific views for KYC service cases and tasks.|
    |**Configure record producers**|[Create or modify record producers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/create-modify-record-producers-fso-apps.md) to define request forms.|
    |**Edit or create new flows**|[Edit or create new flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using ServiceNow® Workflow Studio.|