Configure Group Life Servicing

Review the components that are installed with the Group Life Servicing application and modify as needed for your organization’s business needs.

Before you begin

Make sure that the Group Life Servicing application is installed. For more information, see Install Group Life Servicing.

Role required: sn_ins_group_life.admin or admin

Procedure

1. Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.

   For more information, see Import your financial data using import sets.

2. Review the installed components and modify them or add new ones as applicable.

Task Description **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 policy service case and task. You should configure service definitions for:- Group Life and Disability Servicing - Group Life and Disability Underwriting **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. **Create flows** [Create flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio. **Configure playbooks** [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. **Configure CRM Workspace** [Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-csm-workspace-fso-apps.md) to enable requesters, contributors, and processors to interact with customers, and create and work on cases. **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 policy request types. **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. **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. **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 policy service cases and tasks. **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.