{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15895,"path":"financial-services-operations/financial-services-treasury-operations/configure-fso-treasury-ops.md","title":"Configure Financial Services Treasury Operations","bundle":null,"doc_type":null,"release":"australia","body":"\n# Configure Financial Services Treasury Operations\n\nReview the components that are installed with the Financial Services Treasury Operations application and modify as needed for your organization's business needs.\n\n## Before you begin\n\nMake sure that the Financial Services Treasury Operations application is installed. For more information, see [Install Financial Services Treasury Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/install-fso-treasury-operations.md).\n\nRole required: sn\\_bom\\_treasury.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.\n\n    Modify them or add new ones as applicable.\n\n<table id=\"choicetable_ajc_kk5_z4b\"><thead><tr><th align=\"left\" id=\"d111713e127\">\n\nTask\n\n</th><th align=\"left\" id=\"d111713e130\">\n\nDescription\n\n</th></tr></thead><tbody><tr><td id=\"d111713e136\">\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 treasury service cases and tasks. You can add new case types and configure service definitions for each type.\n\n</td></tr><tr><td id=\"d111713e158\">\n\n**Edit or create flows**\n\n</td><td>\n\n[Edit or 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=\"d111713e180\">\n\n**Configure playbook**\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=\"d111713e202\">\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 agents to interact with customers and create and work on cases.\n\n</td></tr><tr><td id=\"d111713e230\">\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 treasury service cases and tasks.\n\n</td></tr><tr><td id=\"d111713e249\">\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=\"d111713e268\">\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=\"d111713e284\">\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"}}