{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15826,"path":"financial-services-operations/financial-services-loan-operations/configure-loan-operations.md","title":"Configure Financial Services Loan Operations","bundle":null,"doc_type":null,"release":"australia","body":"\n# Configure Financial Services Loan Operations\n\nReview the components that are installed with the Financial Services Loan Operations application and modify as needed for your organization's business needs.\n\n## Before you begin\n\nMake sure that the Financial Services Loan Operations application is installed. For more information, see [Install Financial Services Business Loan Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-loan-operations/install-fso-business-loan-ops.md) and [Install Financial Services Personal Loan Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-loan-operations/install-fso-personal-loan-ops.md).\n\nRole required: sn\\_bom\\_loan\\_b2b.admin, sn\\_bom\\_loan.b2c\\_admin, and 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    |Task|Description|\n    |----|-----------|\n    |**Configure service definitions**|[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 loan service cases and tasks.|\n    |**Configure record producers**|[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    |**Edit or create new flows**|[Edit or create new flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio.|\n    |**Modify interceptors and workspace record type selectors**|[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 loan request types.|\n    |**Configure playbook**|[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    |**Configure workspace**|[Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-csm-workspace-fso-apps.md) to enable agents to interact with customers and create and work on cases.|\n    |**Configure Service Level Agreements \\(SLAs\\)**|[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 loan service cases and tasks.|\n    |**Configure user groups**|[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    |**Configure assignment rules**|[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    |**Configure Document Processor**|[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\n"}}