Playbooks for Financial Services Operations applications

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

# Playbooks for Financial Services Operations applications

Several playbooks are installed with Financial Services Operations applications that you can use to run your digitized business process.

By using [Process Automation Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/build-workflows/process-automation-designer.md), you can review and configure these predefined playbooks for your own business needs.

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

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

Application

</th><th>

Playbook

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

Financial Services Card Operations

</td><td>

Dispute card transactions

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

Financial Services Complaint Management

</td><td>

Complaint service

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

Financial Services Business Lifecycle

</td><td>

-   Account Onboarding
-   Contact Onboarding

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

Financial Services Client Lifecycle

</td><td>

Customer Onboarding

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

Financial Services Business Deposit Operations

</td><td>

-   Add standing order
-   Modify standing order
-   Cancel standing orders
-   Failed standing order
-   Originate deposit account
-   Close deposit account
-   Manage financial relationship

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

Financial Services Personal Deposit Operations

</td><td>

-   Add standing order
-   Modify standing order
-   Cancel standing orders
-   Failed standing order
-   Deposit account origination
-   Close deposit account
-   Add relationship
-   Modify financial account relationship
-   Remove financial account relationship

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

Commercial Lines Claims

</td><td>

-   Commercial auto claim
-   Commercial auto adjuster

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

Commercial Lines Servicing and Commercial Lines Underwriting

</td><td>

-   Change coverage
-   Underwriter review for coverage changes

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

Individual Life Servicing and Individual Life Underwriting

</td><td>

-   Add/Change beneficiary for individual
-   Increase coverage
-   Decrease coverage
-   Convert term to perm
-   Cancel Policy
-   Underwriter review for increase coverage

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

Group Life Servicing and Group Life Underwriting

</td><td>

-   Group life Change member info
-   Group Life underwriter

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

Financial Services Business Loan Operations

</td><td>

Loan Forgiveness

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

Financial Services Personal Loan Operations

</td><td>

Loan Deferment

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

Financial Services Treasury Operations

</td><td>

-   RDC Service
-   Wire Transfer Service

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

Individual Life Claims

</td><td>

Individual death claim

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

Insurance claims

</td><td>

First notice of loss

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