---
sourceDocument: Yokohama Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/financial-services-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Playbooks for Financial Services Operations applications

# Playbooks for Financial Services Operations applications {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Several playbooks are installed with Financial Services Operations applications
that you can use to run your digitized business process.
By using [Process Automation
Designer](https://www.servicenow.com/docs/access?context=process-automation-designer&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US), you can review and configure
these predefined playbooks for your own business needs.  
The following table lists the predefined playbooks that are available with Financial Services Operations applications.{#playbooks-fso-apps__table_d11_l32_jmb__entry__2}

| Application | Playbook |
|-|-|
| Financial Services Card Operations | Dispute card transactions |
| Financial Services Complaint Management | Complaint service |
| Financial Services Business Lifecycle | * Account Onboarding * Contact Onboarding {#playbooks-fso-apps__ul_dp5_wdr_1qb} |
| Financial Services Client Lifecycle | Customer Onboarding |
| Financial Services Business Deposit Operations | * Add standing order * Modify standing order * Cancel standing orders * Failed standing order * Originate deposit account * Close deposit account * Manage financial relationship {#playbooks-fso-apps__ul_rr2_ts5_3sb} |
| Financial Services Personal Deposit Operations | * Add standing order * Modify standing order * Cancel standing orders * Failed standing order * Deposit account origination * Close deposit account * Add relationship * Modify financial account relationship * Remove financial account relationship {#playbooks-fso-apps__ul_lmt_ts5_3sb} |
| Commercial Lines Claims | * Commercial auto claim * Commercial auto adjuster {#playbooks-fso-apps__ul_qyc_3v5_15b} |
| Commercial Lines Servicing and Commercial Lines Underwriting | * Change coverage * Underwriter review for coverage changes {#playbooks-fso-apps__ul_psp_v5z_5sb} |
| Individual Life Servicing and Individual Life Underwriting | * Add/Change beneficiary for individual * Increase coverage * Decrease coverage * Convert term to perm * Cancel Policy * Underwriter review for increase coverage |
| Group Life Servicing and Group Life Underwriting | * Group life Change member info * Group Life underwriter |
| Financial Services Business Loan Operations | Loan Forgiveness |
| Financial Services Personal Loan Operations | Loan Deferment |
| Financial Services Treasury Operations | * RDC Service * Wire Transfer Service {#playbooks-fso-apps__ul_hvn_pdr_1qb} |
| Individual Life Claims | Individual death claim |
| Insurance claims | First notice of loss |
[Table 1. Predefined playbooks available with Financial Services Operations applications]

{#playbooks-fso-apps__table_d11_l32_jmb}