Skill inputs for Now Assist for Financial Services Operations (FSO)

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Review the inputs for each skill to see how a skill is used.

    Overview of skill inputs

    You can review the inputs for the available skills in Now Assist for FSO. These settings describe how a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate a case summary.

    Insurance claim summarization skill

    The insurance claim summarization skill includes the inputs that identify the table and fields that are used to generate a case summary.

    The data source contains the tables and fields that the skill relies on.

    The following table lists the inputs for the insurance claim summarization skill.
    Table 1. Inputs for the insurance claim summarization skill
    Input Description
    Input table
    • Claim Base [sn_bom_claim_base]
    • Claim Participant->Case
    • Claim Incident->Case
    • Participant Role->Case
    Input fields

    Claim Base

    • Incident description
    • Incident location
    • Incident date
    • Nature of loss
    • Stage
    • Assigned to
    • Insurance policy
    • Total claim amount

    Claim Participant->Case

    • Name
    • Type

    Claim Incident->Case

    • Involved entity
    • Description

    Participant Role->Case

    • Role
    • Claim participant
    • Claim incident

    Banking dispute summarization skill

    The banking dispute summarization skill includes the inputs that identify the table and fields that are used to generate a case summary.

    The data source contains the tables and fields that the skill relies on.

    The following table lists the inputs for the banking dispute summarization skill.
    Table 2. Inputs for the banking dispute summarization skill
    Input Description
    Input table
    • Card Disputes Service Case [sn_bom_credit_card_disputes_service]
    • Card Disputes Transaction->Parent
    • Card Disputes Task->Parent
    Input fields

    Card Disputes Service Case

    • Short description
    • Created
    • Assigned to
    • Stage
    • Dispute amount
    • Card network
    • Category
    • Reason code
    • Consumer
    • Account
    • Service
    • Product

    Card Disputes Transaction->Parent

    • Outcome
    • Financial transaction
    • Merchant name
    • Chargeback eligibility
    • Activity status
    • Payment status

    Card Disputes Task->Parent

    • Pursue chargeback
    • Dispute service
    • State
    • Created
    • Merchant response