{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15851,"path":"financial-services-operations/financial-services-loan-operations/work-credit-task.md","title":"Work on a credit task for a loan service case","bundle":null,"doc_type":null,"release":"australia","body":"\n# Work on a credit task for a loan service case\n\nWork on a credit task to review or authorize the credit for a loan customer. You can approve or reject the request based on your findings. A credit task is also used to update the covenant when you are working on a covenant breach.\n\n## Before you begin\n\nRole required:\n\n-   For a personal loan service task: sn\\_bom\\_credit\\_asmt.b2c\\_agent or sn\\_bom\\_credit\\_asmt.b2b\\_agent\\_connector\n-   For a business loan service task: sn\\_bom\\_credit\\_asmt.b2b\\_agent or sn\\_bom\\_credit\\_asmt.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\nIf a credit assessment is required for a loan service request, the workflow automatically generates a credit task for a credit agent. The task is assigned to the credit operations team or a credit agent based on the assignment rules.\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.  In the **Lists** tab, under **Credit Tasks**, open the task list.\n\n    -   For your assigned tasks, click **Assigned to me**.\n    -   For all credit assessment tasks, click **All**.\n4.  In the list, select the task that you want to work on.\n\n    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 task in your core banking system.\n\n6.  In the **Work notes** field, enter any comments that are related to your findings.\n\n7.  Click **Approve** to approve or **Reject** to reject the request.\n\n    **Note:** To enable a credit task to update a covenant, click **Close**.\n\n\n## Result\n\n-   The credit task moves to the Closed Complete state.\n-   A new task that is based on the workflow is automatically generated in the **Tasks** tab of the associated case. The new task is assigned to an assignment group or agent based on the assignment rule.\n\n"}}