{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15854,"path":"financial-services-operations/financial-services-loan-operations/work-loan-task.md","title":"Work on a loan task for a loan service case","bundle":null,"doc_type":null,"release":"australia","body":"\n# Work on a loan task for a loan service case\n\nWork on a loan task to review and authorize a loan service request, update a loan account, or to disburse a loan when a loan service request is fulfilled.\n\n## Before you begin\n\nRole required:\n\n-   For a business loan service task: sn\\_bom\\_loan\\_b2b.agent or sn\\_bom\\_loan\\_b2b.agent\\_connector\n-   For a personal loan service task: sn\\_bom\\_loan.b2c\\_agent or sn\\_bom\\_loan.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\nFor the following loan workflows, agents can also use the case playbook that guides them through the steps that are needed to resolve the case.\n\n-   Loan Forgiveness workflow for business loan operations\n-   Loan Deferment workflow for personal loan operations\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 **Loan 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 loan task in your core banking system.\n\n    **Note:** When using a loan task to authorize a loan request, click **Request Info** if you need any required information to complete the review.\n\n6.  In the **Work notes** field, enter any comments.\n\n7.  Close the loan task.\n\n    |Loan task|Action|\n    |---------|------|\n    |**For authorizing a loan service request**|Click **Approve** to approve or **Reject** to reject the request.|\n    |**For updating a loan account**|Click **Close**.|\n    |**For disbursing a loan**|Click **Close**.|\n\n\n## Result\n\n-   The loan task moves to the Closed Complete state and the associated loan case moves to the next stage.\n-   If the loan task is for authorizing a loan service request, 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 rules.\n-   If the loan task is for updating a loan account or disbursing a loan, the associated loan case moves to the Closed Complete stage.\n\n"}}