Check the completeness of the supporting documents for a customer

task brazil Updated Sep 10, 2026 1 min read check-completeness-supporting-documents.md

Check that a customer's supporting documents are complete so that you can complete the credit card request.

Before you begin

Role required: sn_bom_document.agent

About this task

This document service task is automatically created for a new credit card case when the task to retrieve credit assessment and evaluate risk for the customer completes.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
In the Lists tab, under Document Service, open the task list.
- For your assigned tasks, click Assigned to me.
- For all document tasks, click All.
In the list, select the task that you want to work on.

To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
In the State field, change the state of the task to Work in Progress.
Verify that all supporting documents that the customer has submitted are complete.
In the Work notes field, enter any comments.
Click Close.

Result

The document service task moves to the Closed – Complete state.
A credit card task to determine the card's terms and conditions and disclosures and update the customer agreement is automatically generated in the Tasks tab of the associated case. The task is created in the Open state and assigned to an assignment group or a credit card agent in the credit card services department. The assignment group or user that the task is assigned to is based on the assignment rule.

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---
title: Check the completeness of the supporting documents for a customer
description: Check that a customer's supporting documents are complete so that you can complete the credit card request.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/financial-services-card-operations/check-completeness-supporting-documents.html
release: brazil
product: Financial Services Card Operations
classification: financial-services-card-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Setting up a new credit card account, Use, Card Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Check the completeness of the supporting documents for a customer

Check that a customer's supporting documents are complete so that you can complete the credit card request.

## Before you begin

Role required: sn\_bom\_document.agent

## About this task

This document service task is automatically created for a new credit card case when the task to [retrieve credit assessment and evaluate risk for the customer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-card-operations/retrieve-credit-assessment-evaluate-risk.md) completes.

## 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. In the **Lists** tab, under **Document Service**, open the task list.

- For your assigned tasks, click **Assigned to me**.
- For all document tasks, click **All**.
4. In the list, select the task that you want to work on.

To work on a task that is not assigned to you yet, assign it to yourself by clicking **Assign to me**.

5. In the **State** field, change the state of the task to **Work in Progress**.

6. Verify that all supporting documents that the customer has submitted are complete.

7. In the **Work notes** field, enter any comments.

8. Click **Close**.

## Result

- The document service task moves to the Closed – Complete state.
- A credit card task to determine the card's terms and conditions and disclosures and update the customer agreement is automatically generated in the **Tasks** tab of the associated case. The task is created in the Open state and assigned to an assignment group or a credit card agent in the credit card services department. The assignment group or user that the task is assigned to is based on the assignment rule.