{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15904,"path":"financial-services-operations/financial-services-treasury-operations/using-treasury-ops.md","title":"Using Financial Services Treasury Operations","bundle":null,"doc_type":null,"release":"australia","body":"\n# Using Financial Services Treasury Operations\n\nLearn how contributors and agents use the Financial Services Treasury Operations application to initiate, research, and resolve the treasury cases.\n\n## Workspace\n\nContributors and back-office agents use personalized Workspace to work on all aspects of treasury cases. Workspace enables agents to do the following:\n\n-   Monitor workload and performance\n-   Focus on high-priority items\n-   Easily navigate across tasks\n\nFor more information, see [Workspaces](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-workspace.md).\n\n<table id=\"table_qy1_452_wrb\"><thead><tr><th>\n\nUser\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nTreasury contributor\n\n</td><td>\n\nCreates and tracks treasury service cases for accounts managed by them.\n\n</td></tr><tr><td>\n\nTreasury agent\n\n</td><td>\n\nWorks on treasury service cases and treasury tasks.\n\n</td></tr><tr><td>\n\nTreasury agent connector\n\n</td><td>\n\nCreates and works on treasury cases and tasks to fulfil requests for accounts managed by them.\n\n</td></tr><tr><td>\n\nDocument agent\n\n</td><td>\n\nWorks on document tasks for treasury service cases.\n\n</td></tr><tr><td>\n\nTreasury admin\n\n</td><td>\n\nConfigures the treasury workspace as per business requirements. For more information, see [Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-csm-workspace-fso-apps.md).\n\n</td></tr></tbody>\n</table>## Automated workflows\n\nPredefined workflows for treasury cases are available with the application.\n\nWhen a customer requires a treasury product, a treasury contributor initiates a case and updates its details, triggering the workflow. The flow triggers various tasks from the case and the assignment rules route these tasks to the appropriate back-office agents such as treasury and document agent. The agents work on these tasks to fulfill the treasury product request.\n\nFor more information, see [Financial Services Treasury Operations workflows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/fso-treasury-ops-workflow.md).\n\n## Case playbook\n\nUsing the case playbook, treasury contributor and agents review and work on their cases and tasks. The playbook provides end-to-end life cycle for the tasks performed during the case handling process, from the time a case is logged to the final resolution and communication to the customer.\n\n## Dashboard\n\nPerformance Analytics give business owners an insight into how the team and business is performing. A dashboard with pre-configured reports and customizable views is available with the application.\n\nFor more information, see [Treasury Operations dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-treasury-ops-dashboard.md).\n\n-   **[Financial Services Treasury Operations workflows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/fso-treasury-ops-workflow.md)**  \nThe Financial Services Treasury Operations application installs automated workflows that can be configured for any treasury service. These workflows create cases and route tasks to the treasury and document agents.\n-   **[Create a treasury service case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/create-fso-treasury-service-case.md)**  \nBegin the treasury service application process by creating a treasury case on behalf of your customer.\n-   **[Submit a treasury service case for fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/submit-treasury-service-application.md)**  \nCollect all required information about the customer and submit the case to back-office agents for fulfillment.\n-   **[Work on a treasury service case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/work-treasury-service-case.md)**  \nWork on a treasury case to collect applicant information, ensure that any outstanding tasks are completed, and fulfill the treasury product request.\n-   **[Work on a document task to generate agreement documents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/work-document-task-treasury-ops.md)**  \nWork on a document task to generate customer agreement documents that are required to activate the treasury product.\n-   **[Work on a treasury task for due diligence or fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/work-fso-treasury-task.md)**  \nWork on a treasury task to perform due diligence or fulfillment activities for the parent treasury service case.\n\n**Parent Topic:**[Financial Services Treasury Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/fso-treasury-ops-landing-page.md)\n\n"}}