Work on a document task to verify documents for a deposit case

task brazil Updated Sep 10, 2026 1 min read work-document-task-deposit-ops.md

Work on a document task to verify inbound documents that are needed for a deposit service case.

Before you begin

Role required:

For a business deposit service case: sn_bom_document.b2b_agent
For a personal deposit service case: sn_bom_document.b2c_agent

About this task

The Document Management Service determines which documents are required in a workflow. If any documents must be collected from the customer, a task is automatically generated for a document agent. The task is assigned to the document service team or a document agent based on the assignment rules.

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 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.
In the Inbound Documents tab, choose a document.
Once the document has been reviewed, click Verify.
In the Work notes field, enter any comments.
Click Close.

Result

The document task moves to the Closed Complete state.
In the parent deposit case, the Verify documents stage in the case playbook shows as complete and the case moves to the next stage.

Parent Topic:Using Financial Services Deposit Operations

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---
title: Work on a document task to verify documents for a deposit case
description: Work on a document task to verify inbound documents that are needed for a deposit service case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/financial-services-deposit-operations/work-document-task-deposit-ops.html
release: brazil
product: Financial Services Deposit Operations
classification: financial-services-deposit-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Deposit Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Work on a document task to verify documents for a deposit case

Work on a document task to verify inbound documents that are needed for a deposit service case.

## Before you begin

Role required:

- For a business deposit service case: sn\_bom\_document.b2b\_agent
- For a personal deposit service case: sn\_bom\_document.b2c\_agent

## About this task

## 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 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. In the **Inbound Documents** tab, choose a document.

6. Once the document has been reviewed, click **Verify**.

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

8. Click **Close**.

## Result

- The document task moves to the Closed Complete state.
- In the parent deposit case, the Verify documents stage in the case playbook shows as complete and the case moves to the next stage.

**Parent Topic:**[Using Financial Services Deposit Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-deposit-operations/using-deposit-ops.md)