Work on a complaint task for a complaint case
Work on a complaint task to perform a legal review or to provide business unit inputs for the associated complaint service case.
Before you begin
Role required: sn_bom_compl.agent or sn_bom_compl.agent_connector
Important: For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.
About this task
- When a complaint case is identified as having a legal impact, the workflow automatically generates a complaint legal fulfillment task.
- When a complaint agent clicks Request business input in the Review and response stage of a complaint case, the workflow automatically generates a complaint task for a business unit input.
If assignment rules are configured, the task is automatically assigned to an 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).
-
In the Lists tab, under Complaint service tasks, open the task list.
- For your assigned tasks, click Assigned to me.
- For all complaint service tasks, click All.
-
In the list, select which case you want to work on.
If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting Assign to me.
-
Enter the requested information in Closure comments field
-
In the Work notes field, enter any comments.
-
Click Close to close the task.
Result
The complaint task moves to the Closed Complete state.
---
title: Work on a complaint task for a complaint case
description: Work on a complaint task to perform a legal review or to provide business unit inputs for the associated complaint service case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/financial-services-complaint-management/work-fso-complaint-task.html
release: brazil
product: Financial Services Complaint Management
classification: financial-services-complaint-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Complaint Management, Common applications, Financial Services Operations \(FSO\)]
---
# Work on a complaint task for a complaint case
Work on a complaint task to perform a legal review or to provide business unit inputs for the associated complaint service case.
## Before you begin
Role required: sn\_bom\_compl.agent or sn\_bom\_compl.agent\_connector
**Important:** For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see [Roles and Personas](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/fso-combine-csm-industry-roles.md).
## About this task
- When a complaint case is identified as having a legal impact, the workflow automatically generates a complaint legal fulfillment task.
- When a complaint agent clicks **Request business input** in the Review and response stage of a complaint case, the workflow automatically generates a complaint task for a business unit input.
If assignment rules are configured, the task is automatically assigned to an agent.
## Procedure
1. Navigate to **All** > **Financial Services Operations** > **Workspace**.
2. Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).
3. In the **Lists** tab, under **Complaint service tasks**, open the task list.
- For your assigned tasks, click **Assigned to me**.
- For all complaint service tasks, click **All**.
4. In the list, select which case you want to work on.
If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting **Assign to me**.
5. Enter the requested information in **Closure comments** field
6. In the **Work notes** field, enter any comments.
7. Click **Close** to close the task.
## Result
The complaint task moves to the Closed Complete state.
| title | Work on a complaint task for a complaint case |
| description | Work on a complaint task to perform a legal review or to provide business unit inputs for the associated complaint service case. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/financial-services-operations/financial-services-complaint-management/work-fso-complaint-task.html |
| release | brazil |
| product | Financial Services Complaint Management |
| classification | financial-services-complaint-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | UseComplaint ManagementCommon applicationsFinancial Services Operations \(FSO\) |