{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15820,"path":"financial-services-operations/financial-services-deposit-operations/work-fso-deposit-task.md","title":"Work on a deposit task for fulfillment","bundle":null,"doc_type":null,"release":"australia","body":"\n# Work on a deposit task for fulfillment\n\nWork on a deposit task to perform a fulfillment activity for the parent deposit service case.\n\n## Before you begin\n\nRole required:\n\n- For a business deposit service task: sn\\_bom\\_deposit\\_b2b.agent or sn\\_bom\\_deposit\\_b2b.agent\\_connector\n- For a personal deposit service task: sn\\_bom\\_deposit\\_b2c.agent or sn\\_bom\\_deposit\\_b2c.agent\\_connector\n\n**Important:** For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see [Roles and Personas](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-combine-csm-industry-roles.md).\n\n## About this task\n\nA deposit workflow automatically generates deposit tasks for the following activities in a deposit case:\n\n- Verify operating instructions for a standing order\n- Authorize a deposit request\n- Update a deposit account to fulfill and close the deposit request\n- Create and activate account for account origination\n- Send account opening kit to the customer for account origination\n- Delink an account from other financial accounts during account closure\n\n**Note:** Depending on the deposit service type, the number of activities and deposit tasks may differ in a playbook.\n\nTasks in the playbook activities are also available in the **Tasks** tab of the case.\n\nIf assignment rules are configured, the task is automatically assigned to a deposit agent. The deposit agent can use the case playbook or the task form to work on a deposit task.\n\n## Procedure\n\n1. Navigate to **All** > **Financial Services Operations** > **Workspace**.\n\n2. Select the lists icon \\(\\[Omitted image \"inline-data-vis-96px-list.png\"\\] Alt text: lists icon\\).\n\n3. Open the task from the case playbook or the deposit task list.\n\n\n
\n\nOption\n\n\n\nSteps\n\n
\n\n**From the case playbook**\n\n\n\n1. In the **Lists** tab, under **Deposit service cases**, open the case list.\n2. Select the case that contains the deposit task.\n3. Select the **Playbook** tab.\n4. Under the playbook stages, select the task activity to work on.\n\n\n
\n\n**From the Deposit task list**\n\n\n\n1. In the **Lists** tab, under **Deposit tasks**, open the task list.\n - For your assigned tasks, click **Assigned to me**.\n - For all deposit tasks, click **All**.\n2. In the list, select the task that you want to work on.\n\n\n
4. To work on a task that is not assigned to you yet, assign it to yourself by clicking **Assign to me**.\n\n5. Finish the work that is required to complete the deposit task in your core banking system.\n\n6. In the **Work notes** field, enter any comments.\n\n7. Close the deposit task.\n\n\n
\n\nDeposit task\n\n\n\nAction\n\n
\n\n**To verify operating instructions for a standing order**\n\n\n\nClick **Approve** to approve or **Reject** to reject the request.\n\n
\n\n**To authorize a deposit request**\n\n\n\nClick **Approve** to approve or **Reject** to reject the request.**Note:** You can't authorize a deposit task if its parent deposit case is assigned to you.\n\n
\n\n**- To update a deposit account to fulfill and close the request\n- To create and activate account for account origination\n- To send account opening kit to the customer\n- To delink an account from other financial accounts during account closure\n**\n\n\n\n- In case playbook, click **Mark complete** to close the task.\n- In task form, click **Close** to close the task.\n\n\n
\n## Result\n\nThe deposit task moves to the Closed Complete state.\n\n**Parent Topic:**[Using Financial Services Deposit Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-deposit-operations/using-deposit-ops.md)\n\n"}}