Configure Financial Services Loan Operations

task brazil Updated Sep 10, 2026 3 min read configure-loan-operations.md

Review the components that are installed with the Financial Services Loan Operations application and modify as needed for your organization's business needs.

Before you begin

Make sure that the Financial Services Loan Operations application is installed. For more information, see Install Financial Services Business Loan Operations and Install Financial Services Personal Loan Operations.

Role required: sn_bom_loan_b2b.admin, sn_bom_loan.b2c_admin, and 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 loan service cases and tasks.
Configure record producers	Create or modify record producers to define request forms.
Edit or create new flows	Edit or create new flows using Workflow Studio.
Modify interceptors and workspace record type selectors	Modify interceptors and workspace record type selectors to configure loan request types.
Configure playbook	Edit or create a new playbook using Playbooks.
Configure workspace	Configure CRM Workspace to enable agents to interact with customers and create and work on cases.
Configure Service Level Agreements (SLAs)	Configure the installed SLAs to configure SLA timings for loan service cases and tasks.
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 Document Processor	Configure Document Processor for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions.

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---
title: Configure Financial Services Loan Operations
description: Review the components that are installed with the Financial Services Loan Operations 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/financial-services-loan-operations/configure-loan-operations.html
release: brazil
product: Financial Services Loan Operations
classification: financial-services-loan-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Loan Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Configure Financial Services Loan Operations

Review the components that are installed with the Financial Services Loan Operations application and modify as needed for your organization's business needs.

## Before you begin

Make sure that the Financial Services Loan Operations application is installed. For more information, see [Install Financial Services Business Loan Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-loan-operations/install-fso-business-loan-ops.md) and [Install Financial Services Personal Loan Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-loan-operations/install-fso-personal-loan-ops.md).

Role required: sn\_bom\_loan\_b2b.admin, sn\_bom\_loan.b2c\_admin, and 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.

    |Task|Description|
    |----|-----------|
    |**Configure service definitions**|[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 loan service cases and tasks.|
    |**Configure record producers**|[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.|
    |**Edit or create new flows**|[Edit or create new flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio.|
    |**Modify interceptors and workspace record type selectors**|[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 loan request types.|
    |**Configure playbook**|[Edit or create a new playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-playbooks-fso-apps.md) using Playbooks.|
    |**Configure workspace**|[Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-csm-workspace-fso-apps.md) to enable agents to interact with customers and create and work on cases.|
    |**Configure Service Level Agreements \(SLAs\)**|[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 loan service cases and tasks.|
    |**Configure user groups**|[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.|
    |**Configure assignment rules**|[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.|
    |**Configure Document Processor**|[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.|