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.
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 CSM Configurable Workspace | Configure CSM Configurable 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. |