Submit an application

task brazil Updated Sep 10, 2026 1 min read submit-application.md

Raw file servicenow.com

Collect all required applicant information and submit an application for a new account.

Before you begin

Role required:

For a business client: sn_bom_clo_b2b.manager or sn_bom_clo_b2b.relationship_manager
For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.relationship_manager

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
On the Details tab, click Playbook and select Account information.
Under Account Information, complete any applicable fields and click Create Account.
Select Add Contacts and complete the associated child cases.

For more information on creating a contact, see Create a contact for a case.
Select Collect Account Documents.
Collect the account documentation, including all required fields, and click Submit Document.
Select Collect Contact Documents (business clients) or Collect Customer Documents (personal clients).
Collect the client documentation, including any required fields, and click Submit Document.
Select Submit Application.
Enter any comments in the Submission comment field, then click Submit to complete the application.

Result

The account application is submitted, and the case automatically advances to the Document Verification stage.

What to do next

Continue to the Document Verification stage.

61 lines · 2.5 KB Wrap lines

---
title: Submit an application
description: Collect all required applicant information and submit an application for a new account.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/financial-services-customer-lifecycle-operations/submit-application.html
release: brazil
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 \(FSO\)]
---

# Submit an application

Collect all required applicant information and submit an application for a new account.

## Before you begin

Role required:

-   For a business client: sn\_bom\_clo\_b2b.manager or sn\_bom\_clo\_b2b.relationship\_manager
-   For a personal client: sn\_bom\_clo\_b2c.manager or sn\_bom\_clo\_b2c.relationship\_manager

## 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.  On the **Details** tab, click **Playbook** and select **Account information**.

4.  Under **Account Information**, complete any applicable fields and click **Create Account**.

5.  Select **Add Contacts** and complete the associated child cases.

    For more information on creating a contact, see [Create a contact for a case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-customer-lifecycle-operations/create-contact.md).

6.  Select **Collect Account Documents**.

7.  Collect the account documentation, including all required fields, and click **Submit Document**.

8.  Select **Collect Contact Documents** \(business clients\) or **Collect Customer Documents** \(personal clients\).

9.  Collect the client documentation, including any required fields, and click **Submit Document**.

10. Select **Submit Application**.

11. Enter any comments in the **Submission comment** field, then click **Submit** to complete the application.


## Result

The account application is submitted, and the case automatically advances to the Document Verification stage.

## What to do next

Continue to the [Document Verification](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-customer-lifecycle-operations/verify-client-docs.md) stage.