{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15509,"path":"financial-services-operations/configure-ins-policy-ops.md","title":"Configure Personal Lines Servicing","bundle":null,"doc_type":null,"release":"australia","body":"\n# Configure Personal Lines Servicing\n\nReview the components that are installed with the Personal Lines Servicing application and modify as needed for your organization's business needs.\n\n## Before you begin\n\nMake sure that the Personal Lines Servicing application is installed. For more information, see [Install Personal Lines Servicing](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/install-ins-policy-ops.md).\n\nRole required: sn\\_ins\\_policy\\_b2c.admin or admin\n\n## Procedure\n\n1.  Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.\n\n    For more information, see [Import your financial data using import sets](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/import-financial-accounts-products-institutions.md).\n\n2.  Review the installed components and modify them or add new ones as applicable.\n\n<table id=\"choicetable_ajc_kk5_z4b\"><thead><tr><th align=\"left\" id=\"d135133e123\">\n\nTask\n\n</th><th align=\"left\" id=\"d135133e126\">\n\nDescription\n\n</th></tr></thead><tbody><tr><td id=\"d135133e135\">\n\n**Configure service definitions**\n\n</td><td>\n\n[Configure service definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-service-definitions.md) to enable unique flows and views for policy service case and task. You should configure service definitions for:-   Personal Lines Servicing\n-   Insurance Underwriting Operations\n\n\n</td></tr><tr><td id=\"d135133e168\">\n\n**Configure record producers**\n\n</td><td>\n\n[Create or modify record producers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/create-modify-record-producers-fso-apps.md) to define request forms.\n\n</td></tr><tr><td id=\"d135133e188\">\n\n**Create flows**\n\n</td><td>\n\n[Create flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio.\n\n</td></tr><tr><td id=\"d135133e210\">\n\n**Configure playbooks**\n\n</td><td>\n\n[Edit or create a new playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-playbooks-fso-apps.md) using Playbooks.\n\n</td></tr><tr><td id=\"d135133e232\">\n\n**Configure CRM Workspace**\n\n</td><td>\n\n[Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-csm-workspace-fso-apps.md) to enable requesters, contributors, and processors to interact with customers, and create and work on cases.\n\n</td></tr><tr><td id=\"d135133e259\">\n\n**Modify interceptors and workspace record type selectors**\n\n</td><td>\n\n[Modify interceptors and workspace record type selectors](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-request-types-fso.md) to configure policy request types.\n\n</td></tr><tr><td id=\"d135133e278\">\n\n**Configure user groups**\n\n</td><td>\n\n[Configure user groups](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-groups-fso.md) for assignment of cases and tasks. You can also assign roles to groups and users.\n\n</td></tr><tr><td id=\"d135133e297\">\n\n**Configure assignment rules**\n\n</td><td>\n\n[Configure assignment rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-assignment-rules-fso-applications.md) to identify cases that meet certain conditions and then route those cases to agents.\n\n</td></tr><tr><td id=\"d135133e314\">\n\n**Configure Service Level Agreements \\(SLAs\\)**\n\n</td><td>\n\n[Configure the installed SLAs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-sla-definitions-fso-cases.md) to configure SLA timings for policy service cases and tasks.\n\n</td></tr><tr><td id=\"d135133e333\">\n\n**Configure Document Processor**\n\n</td><td>\n\n[Configure Document Processor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/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.\n\n</td></tr></tbody>\n</table>\n**Parent Topic:**[Personal Lines Servicing](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-ins-personal-policy-ops-landing-page.md)\n\n"}}