Designer flows for Financial Services Operations applications

---
title: Designer flows for Financial Services Operations applications
description: Several flows are installed with Financial Services Operations applications that you can use to automate requests.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/flow-designer-flows-fso-apps.html
release: brazil
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Flows, Configure, Financial Services Operations \(FSO\)]
---

# Designer flows for Financial Services Operations applications

Several flows are installed with Financial Services Operations applications that you can use to automate requests.

By using [Workflow Studio](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/build-workflows/workflow-studio.md), you can review and configure these predefined flows for your own business needs.

The following table lists the predefined flows that are available with Financial Services Operations applications.

<table id="table_d11_l32_jmb"><thead><tr><th>

Application

</th><th>

Flow

</th></tr></thead><tbody><tr><td>

Insurance Claims Core

</td><td>

-   Claim work notes - updates for payment
-   Claim work notes - updates for reserve

</td></tr><tr><td>

Individual Life Claims

</td><td>

-   Create or update claim participant for related claims
-   Related claim closed complete
-   Create related death claim
-   Update participant role for related claims
-   Create participant role for related claims

</td></tr><tr><td>

Insurance claims

</td><td>

-   Claim adjuster task closed
-   Gen Claim Work Notes - Copy on Settlement
-   Generate Policy Snapshot for Claim Case

</td></tr><tr><td>

Commercial Lines Claims

</td><td>

Claim work notes - updates for settlement

</td></tr><tr><td>

Personal Lines Claims

</td><td>

Claim work notes - updates for settlement

</td></tr><tr><td>

Financial Services Payment Operations

</td><td>

-   Beneficiary Claim Non-Receipt – Inquiry task
-   Claim Flow – External Refund
-   Claim Follow-up
-   Update Inquiry case via Reply
-   Update Debit Approval via Reply

</td></tr><tr><td>

Financial Services Card Operations

</td><td>

-   New Credit Card
-   Increase Credit Limit
-   Decrease Credit Limit
-   Close Credit Card
-   Block Credit Card
-   Unblock Credit Card

</td></tr><tr><td>

Financial Services Complaint Management

</td><td>

Complaint Service Flow

</td></tr><tr><td>

Financial Services Business Deposit Operations

</td><td>

-   Create Deposit Service Case
-   Deposit Instructions List
-   Deposit Operation Business – PB Activity
-   Update Deposit Case

These flows are available as subflows.

</td></tr><tr><td>

Financial Services Personal Deposit Operations

</td><td>

-   Create Deposit Service Case
-   Deposit Operation Personal – PB Activity
-   Document List Automation Plan
-   Update Deposit Case

These flows are available as subflows.

</td></tr><tr><td>

Financial Services Loan Operations

</td><td>

-   Loan Deferment
-   Loan Forgiveness
-   Loan Missed Installment Repayment
-   Loan Restructure
-   Loan Write Off
-   Partial Prepayment

</td></tr><tr><td>

Financial Services Treasury Operations

</td><td>

-   Treasury service case form
-   Treasury Service List Automation Plan

These flows are available as subflows.

</td></tr><tr><td>

Insurance Special Investigations

</td><td>

Claim work notes - updates for SIU task

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