Configure Individual Life Servicing

task brazil Updated Sep 10, 2026 3 min read configure-individual-life-servicing.md

Review the components that are installed with the Individual Life Servicing application and modify as needed for your organization's business needs.

Before you begin

Make sure that the Configure Individual Life Servicing application is installed. For more information, see Install Individual Life Servicing.

Role required: sn_ins_indiv_life.admin or admin

Procedure

Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.

For more information, see Import your financial data using import sets.
Review the installed components and modify them or add new ones as applicable.

Task	Description
Configure service definitions	Configure service definitions to enable unique flows and views for policy service case and task. You should configure service definitions for:- Individual Life Servicing Individual Life Underwriting
Configure record producers	Create or modify record producers to define request forms.
Create flows	Create flows using Workflow Studio.
Configure playbooks	Edit or create a new playbook using Playbooks.
Configure CRM Workspace	Configure CRM Workspace to enable requesters, contributors, and processors to interact with customers, and create and work on cases.
Modify interceptors and workspace record type selectors	Modify interceptors and workspace record type selectors to configure policy request types.
Configure user groups	Configure user groups for assignment of cases and tasks. You can also assign roles to groups and users.
Configure assignment rules	Configure assignment rules to identify cases that meet certain conditions and then route those cases to agents.
Configure Service Level Agreements (SLAs)	Configure the installed SLAs to configure SLA timings for policy service cases and tasks.
Configure Document Processor	Configure Document Processor for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions.

123 lines · 4.9 KB Wrap lines

---
title: Configure Individual Life Servicing
description: Review the components that are installed with the Individual Life Servicing application and modify as needed for your organization's business needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/configure-individual-life-servicing.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Individual Life Servicing, Life Insurance Servicing, Insurance applications, Financial Services Operations \(FSO\)]
---

# Configure Individual Life Servicing

Review the components that are installed with the Individual Life Servicing application and modify as needed for your organization's business needs.

## Before you begin

Make sure that the Configure Individual Life Servicing application is installed. For more information, see [Install Individual Life Servicing](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/install-individual-life-servicing.md).

Role required: sn\_ins\_indiv\_life.admin or admin

## Procedure

1.  Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.

    For more information, see [Import your financial data using import sets](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/import-financial-accounts-products-institutions.md).

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

<table><thead><tr><th align="left" id="d30274e129">

Task

</th><th align="left" id="d30274e132">

Description

</th></tr></thead><tbody><tr><td id="d30274e141">

**Configure service definitions**

</td><td>

[Configure service definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-service-definitions.md) to enable unique flows and views for policy service case and task. You should configure service definitions for:-   Individual Life Servicing
-   Individual Life Underwriting


</td></tr><tr><td id="d30274e172">

**Configure record producers**

</td><td>

[Create or modify record producers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/create-modify-record-producers-fso-apps.md) to define request forms.

</td></tr><tr><td id="d30274e191">

**Create flows**

</td><td>

[Create flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio.

</td></tr><tr><td id="d30274e214">

**Configure playbooks**

</td><td>

[Edit or create a new playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-playbooks-fso-apps.md) using Playbooks.

</td></tr><tr><td id="d30274e236">

**Configure CRM Workspace**

</td><td>

[Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-csm-workspace-fso-apps.md) to enable requesters, contributors, and processors to interact with customers, and create and work on cases.

</td></tr><tr><td id="d30274e263">

**Modify interceptors and workspace record type selectors**

</td><td>

[Modify interceptors and workspace record type selectors](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-request-types-fso.md) to configure policy request types.

</td></tr><tr><td id="d30274e282">

**Configure user groups**

</td><td>

[Configure user groups](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-groups-fso.md) for assignment of cases and tasks. You can also assign roles to groups and users.

</td></tr><tr><td id="d30274e301">

**Configure assignment rules**

</td><td>

[Configure assignment rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-assignment-rules-fso-applications.md) to identify cases that meet certain conditions and then route those cases to agents.

</td></tr><tr><td id="d30274e317">

**Configure Service Level Agreements \(SLAs\)**

</td><td>

[Configure the installed SLAs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-sla-definitions-fso-cases.md) to configure SLA timings for policy service cases and tasks.

</td></tr><tr><td id="d30274e337">

**Configure Document Processor**

</td><td>

[Configure Document Processor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configuring-fso-document-processor.md) for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions.

</td></tr></tbody>
</table>