Now Assist for Financial Services Operations (FSO) release notes
Summarize
Summary of Now Assist for Financial Services Operations (FSO) release notes
The Now Assist for Financial Services Operations (FSO) application, introduced in the Xanadu release, integrates generative AI capabilities to improve agent productivity in Financial Services Operations. It enables agents to quickly access concise summaries of card disputes and insurance claims from case records, facilitating faster understanding and resolution.
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Key Features
- Case Summarization Skill: This AI-powered feature generates brief, focused summaries of card dispute and insurance claim cases, helping agents save time by highlighting essential details.
- Security with ACLs: From Xanadu Patch 10, Now Assist for FSO includes security controls via access control lists (ACLs) to restrict generative AI skill usage based on user roles and identities, with predefined ACLs available for case summarization.
- Now Assist Panel: Integrated within the Financial Services Workspace, the panel allows agents to access AI skills directly, enabling summarization of the currently viewed record or a specified case number.
- Now Assist Admin Console: Administrators can activate, configure, and manage skill availability and access roles through this console, controlling where and to whom the AI skills are accessible.
- UI Integration: The Now Assist icon is available in the Next Experience Unified Navigation, providing easy access to the Now Assist panel within the user interface.
Activation and Licensing
Now Assist for FSO must be installed via the ServiceNow Store upon request. It requires a Financial Services Operations Professional Plus or Enterprise Plus license to operate. Administrators should refer to the ServiceNow Store for installation requests and cumulative release notes.
Related Applications
- Now Assist: The broader ServiceNow generative AI platform designed to boost productivity through conversational and proactive AI experiences.
- Now Assist Skills: Modular AI capabilities like case summarization that can be tailored to specific workflows within ServiceNow.
The ServiceNow® Now Assist for Financial Services Operations (FSO) application brings generative AI to Financial Services Operations. By creating summaries of the card disputes and insurance claims from the case records, agents can quickly view the key details. Now Assist for FSO is a new application in the Xanadu release.
Now Assist for FSO highlights for the Xanadu release
Xanadu Patch 10
Implement security in Now Assist for FSO skills with access control lists (ACLs).
Enable agents to review card dispute and insurance claim cases more effectively by using the case summarization skill to generate an overview of key details.
See Now Assist for Financial Services Operations (FSO) for more information.
Now Assist for FSO features
- Xanadu Patch 10
- ACL security implementation
- Now Assist for FSO can be configured to enable security implementation to execute generative AI skills through ACLs and user identities. Some predefined ACLs are provided for case summarization.
- Early Availability
- Case summarization skill
- Designed to save time for your agents by allowing them to condense a record to a short summary (when configured). Now Assist for FSO includes the customized skills that can be configured to use for specific card dispute and insurance claim use cases.
- Now Assist panel
- Enable your agents to access Now Assist skills in a panel that is available in Financial Services Workspace. After configuration, agents can summarize the viewed record or a specific case number in Now Assist panel.
- Now Assist Admin console
- Use the Now Assist Admin console to activate and configure the capabilities and individual skills. For example, you can designate which roles have access to a skill, or whether the skill is available in Financial Services Workspace, the Now Assist panel, or both.
- Skill availability restricted by user role
- Specify the roles that can access the case summarization skill.
UI changes
- Now Assist icon in Next Experience Unified Navigation
- You can now use the Now Assist icon in the Next Experience UI Framework to open the Now Assist panel.
Activation information
Install Now Assist for FSO by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Additional requirements
The Now Assist for FSO application requires a Financial Services Operations Professional Plus or Enterprise Plus license.