Prepare Your Insurance Data Model Prepare Your Insurance Data Model is an five-part series. This Overview introduces the model and shows how its six building blocks fit together. The article is broken into multiple sections for the purpose of readab...
Prepare Your Insurance Data Model: Work Objective This article is part of the Prepare Your Insurance Data Model series. It covers the Work that services a customer’s policy: Service Definitions, Case Types, the tables behind them, and how the insura...
Prepare Your Insurance Data Model: Policy | Coverage | Risk Objective This article is part of the Prepare Your Insurance Data Model series. It covers the policy and what it protects: the Policy, the Coverage that applies under it, and the Risk being...
Prepare Your Insurance Data Model: Product / Offering This is Part 3 of the Prepare Your Insurance Data Model series. It explains how a carrier defines what it can sell, service, and support before any customer has a policy, and why these reusable p...
Prepare Your Insurance Data Model: People This is Part 2 of the Prepare Your Insurance Data Model series. It explains who takes part in an insurance relationship, from policyholders and producers to carrier employees and vendors, and how FSO represe...
Objective This article provides more information on Task Plan Templates which are one of the most impactful features for streamlining case management in ServiceNow. As discussed in the video below, these templates allow process owners to predefine se...
Visa Disputes Management: Enhancement Overview Objective This article provides a consolidated, release by release overview of enhancements delivered to Visa disputes management within Financial Services Operations (FSO), covering the Yokohama releas...
Objective Understand the value of Banking Service Management with Financial Services Operations and how the FSO data model helps banks clearly identify who they serve (customers, households, bankers), what financial products or services require suppo...
Modify In Place vs. Clone: FSO Best Practice Guide for Implementation Partners Objective As Financial Services Operations (FSO) implementations grow more sophisticated, one question comes up consistently: when should you modify an out-of-the-box (...
Mastercard Disputes Management: Enhancement Overview Objective This article provides a consolidated, release by release overview of enhancements delivered to Mastercard disputes management within Financial Services Operations (FSO), covering the Feb...
Getting Started with FSO Self Service Objective This article introduces financial services teams to FSO Self Service, the customer facing capabilities within Financial Services Operations for banking, wealth, and insurance. FSO Self Service lets cust...
Implementation and Setup Essentials Objective This article covers the foundational principles and setup essentials for a healthy Financial Services Operations (FSO) implementation. It is written for implementers, solution consultants, partners, and...
As part of the Zurich release for FSO case management, we’re introducing a powerful enhancement that simplifies case intake for both consumers and agents: record producer launch directly from the FSO service selector. 里 What’s the Feature? If a ...
Objective This guide introduces the Agentic Contact Center for Insurance in Financial Services Operations (FSO) and explains how it brings AI into the insurance service representative workspace. It is written for implementers, solution consultants, ...
Objective Turn every customer interaction into opportunity to build loyalty, improve efficiency, and drive growth with AI powered service experiences that connect front, middle and back office on single platform. This guide introduces the Agentic ...
From First Contact to Resolution: How FSO Orchestrates Work In this article, we will provide an introduction and overview to the foundational building blocks that power the orchestration of work for your customers in Financial Services Operations:...
Getting Started with Insurance Servicing in FSO Objective This article orients you on the FSO framework for Insurance Servicing. After reading it, you will understand how the FSO data foundation represents who insurance carriers serve (policyholders...
Objective This article introduces an approach FSO Disputes customers can use to stand up a dedicated ServiceNow instance that acts as a mock card network, letting teams exercise the full chargeback lifecycle without depending on live network transac...
Getting Started with FSO Disputes Objective This article provides a practical introduction to getting started with Disputes in Financial Services Operations (FSO). It outlines what the disputes process looks like in a banking context, how FSO suppor...
Disputes Card Data Security and PCI Compliance Objective The Card Data Security application [sn_data_sec] protects FSO Disputes from PCI DSS scope exposure by tokenizing sensitive payment card data before it reaches the ServiceNow instance. This art...
ServiceNow
