Configure Financial Services Treasury Operations

task brazil Updated Sep 10, 2026 2 min read configure-fso-treasury-ops.md

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

Before you begin

Make sure that the Financial Services Treasury Operations application is installed. For more information, see Install Financial Services Treasury Operations.

Role required: sn_bom_treasury.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.

Modify them or add new ones as applicable.

Task	Description
Configure service definitions	Configure service definitions to enable unique flows and views for treasury service cases and tasks. You can add new case types and configure service definitions for each type.
Edit or create flows	Edit or create flows using Workflow Studio.
Configure playbook	Edit or create a new playbook using Playbooks.
Configure CRM 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 treasury 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 Treasury Operations
description: Review the components that are installed with the Financial Services Treasury 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-treasury-operations/configure-fso-treasury-ops.html
release: brazil
product: Financial Services Treasury Operations
classification: financial-services-treasury-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Treasury Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Configure Financial Services Treasury Operations

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

## Before you begin

Make sure that the Financial Services Treasury Operations application is installed. For more information, see [Install Financial Services Treasury Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-treasury-operations/install-fso-treasury-operations.md).

Role required: sn\_bom\_treasury.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.

    Modify them or add new ones as applicable.

<table id="choicetable_ajc_kk5_z4b"><thead><tr><th align="left" id="d113732e127">

Task

</th><th align="left" id="d113732e130">

Description

</th></tr></thead><tbody><tr><td id="d113732e136">

**Configure service definitions**

</td><td>

[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 treasury service cases and tasks. You can add new case types and configure service definitions for each type.

</td></tr><tr><td id="d113732e158">

**Edit or create flows**

</td><td>

[Edit or create flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio.

</td></tr><tr><td id="d113732e180">

**Configure playbook**

</td><td>

[Edit or create a new playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/configure-playbooks-fso-apps.md) using Playbooks.

</td></tr><tr><td id="d113732e202">

**Configure CRM Workspace**

</td><td>

[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.

</td></tr><tr><td id="d113732e230">

**Configure Service Level Agreements \(SLAs\)**

</td><td>

[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 treasury service cases and tasks.

</td></tr><tr><td id="d113732e249">

**Configure user groups**

</td><td>

[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.

</td></tr><tr><td id="d113732e268">

**Configure assignment rules**

</td><td>

[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.

</td></tr><tr><td id="d113732e284">

**Configure Document Processor**

</td><td>

[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.

</td></tr></tbody>
</table>