Configure case summarization in Now Assist for Financial Services Operations (FSO)

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • If you have the admin role, you can configure the Now Assist for Financial Services Operations (FSO) application so that your agents can use case summarization skills in Financial Services Workspace and Core UI.

    Before you begin

    Role required: admin

    About this task

    Use the Now Assist Admin console to configure Now Assist for FSO. This console contains what you need to install the plugins and configure the generative AI skills. For additional information, see Overview tab in Now Assist Admin.

    The following table lists the case summarization skills that you can access from the Now Assist Admin console.
    Table 1. FSO features and skills in the Now Assist Admin console
    Area Skills
    Banking Dispute case summarization
    Insurance Claim case summarization
    Note:

    Now LLM Service is currently the only provider for this Now Assist application's skills.

    Procedure

    1. Install the Now Assist for Financial Services Operations (FSO) plugin (sn_fso_gen_ai).
    2. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
    3. Select the Customer > FSO workflow group.
    4. On the tile for your skill, select Activate skill.
    5. Review the inputs for the selected skill.

      The input table fields are read-only.

      For information about the inputs for each skill, see Skill inputs for Now Assist for Financial Services Operations (FSO).

    6. After you review the inputs for the selected skill, select Save and continue to go to the next step.
      You can return to a previous step by using the Back button.
    7. Select where you would like to display the skill.
      • In-product: When selected, the Now Assist skills are displayed on forms and workspaces.

        For the skills that appear in-product, select the down arrow to define the roles that can use the skill.

      • Now Assist panel: When selected, the Now Assist skills are available in the Now Assist panel. If you don't see this option, you must activate the Now Assist panel. For more information, see Activate the Now Assist panel standard chat.

        For the skills that appear in the Now Assist panel, select the down arrow to define the roles that can use the skill.

    8. After you configure the display for the selected skill, select Save and continue to go to the next step.
    9. Review your choices and select Activate to complete the configuration.

    Result

    A message appears confirming the summarization skill has been successfully activated. Select Return to Banking to return to the Banking skills screen.

    What to do next

    You can choose which service provider to use for this skill in the Now Assist Admin console.