You can use case types and service definitions to define the processes and data needed to resolve customer issues in Financial Services Operations (FSO). The topics in this section provide an overview and discuss choosing which implementation to use in various situations.
Configure element definitions to identify the configuration item that has to be assessed in a business impact analysis and recovered in a business continuity plan.
Review the components that are installed with the Financial Services Payment Operations application and modify as needed for your organization's business needs.
Conversational Interfaces reference topics provide shared technical descriptions of features that apply to Virtual Agent and Agent Chat, such as the Interactions table.
You can create a major incident candidate in multiple ways. After a major incident candidate is created, the major incident manager evaluates the candidate and decides whether the candidate should be promoted to a major incident.
Action items or writeback actions are user-initiated actions that send data changes to the ServiceNow instance. While offline, writeback actions are queued and automatically synced back, once connectivity is restored.
Event Management tracks individual events to manage external systems. These events are notifications from monitoring tools indicating occurrences of interest, like log messages, warnings, or errors.
When work is required, create a work order to provide information for the Field Service agents to fulfill the request. Create work order tasks to break down the tasks required to complete the work order.
Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.
As an approver, review the details of a submitted quote and approve the request when it meets your organization's requirements.
Using an agent or building an integration?
The same documentation is available through the public REST API.
GET /api/docs/search?q=GlideRecord&limit=20
GET /api/docs/document?path=…
GET /api/docs/:id?revision=…
Search returns document paths, IDs, snippets, and an index revision. Read by path for a stable reference; numeric IDs should be used with the returned revision. Document bodies are Markdown.