Manage the card vault

Australia Financial Services Operations

Release
australia
ft:locale
en-US
ft:publication_title
Australia Financial Services Operations
ft:clusterId
finso
bundleId
finso
workflow
Customer and Industry
  • Financial Services Operations (FSO)
  • Explore
  • Workspaces
  • User management
  • User roles and FSO Business rules
  • Roles and PersonasFSO roles and personas
  • Data Models
  • Financial Services Operations Core
  • Understanding FSO Core relationships
  • Banking tables
  • Insurance tables
  • Card Disputes
  • Dispute decision tables
  • Payment Card
  • Tables
  • Roles
  • Insurance Claims Core
  • Tables
  • Roles and properties
  • Approval Engine for Reserves and Payments
  • Remote Tables
  • FSO Look Up Client action
  • Components installed
  • Customer Central for FSO
  • Access Customer Central
  • Configure
  • Financial data
  • Branch operations
  • Service definitions
  • Record producers
  • Record producers available in FSO
  • Request types
  • Modify a request type for the Platform UI
  • Flows
  • Designer flows available in FSO
  • Playbooks
  • Playbooks available in FSO
  • CSM Configurable Workspace
  • Assignment rules
  • SLA definitions
  • Groups
  • Integrate
  • Spokes
  • Socure
  • Explore
  • Set up
  • Activate FSO Integration with Socure
  • Activate the Socure spoke from Integration Hub
  • Configuring Financial Services KYC
  • Configure
  • Components installed
  • Jack Henry jXchange
  • Explore
  • Set up
  • Configure
  • Components installed
  • Visa
  • Explore
  • Configure
  • Install Financial Services Operations Integration with Visa
  • Set up Visa Spoke
  • Configure the Visa Queue Scheduler Flow
  • Set up FSO Integration with Visa
  • Reference
  • Components installed
  • Integration with Visa subflows
  • Properties installed
  • Mastercard
  • Explore
  • Configure
  • Install FSO Integration with Mastercard
  • Activate Mastercard Spoke
  • Set up FSO Integration with Mastercard
  • Reference
  • Components installed
  • Integration with Mastercard subflows
  • Mastercard document requirements
  • FRISS
  • Explore
  • Configure
  • Set up
  • Components installed
  • Guidewire
  • Explore
  • Set up
  • Configure
  • Integration with Guidewire subflows
  • Field Service Management
  • Document Intelligence
  • Enable Document Intelligence for FSO
  • Sync types and categories from Document Processor
  • Document Processor
  • Explore
  • Configure
  • Define a document category
  • Associate document types to a document category
  • Create a document list definition
  • Create document list items for a document list definition
  • Use
  • Document Processor workflows
  • Submit a document for verification
  • Work on a document verification task
  • Reference
  • Components installed
  • Domain separation
  • Service Exchange
  • Verifi
  • Explore
  • Configure
  • Configure the REST End Point
  • Configure the Authentication Profile
  • Storing credentials
  • Use
  • Reference
  • JWT Authentication
  • API Subflows and Endpoints
  • Banking applications
  • Agentic Contact Center for Banking
  • Explore
  • Customer 360 page
  • Interaction page
  • Configure
  • Install
  • AI indexing
  • Use
  • View customer accounts and transactions
  • View customer cases
  • Work on an interaction
  • Reference
  • Components installed with Agentic Contact Center for Banking
  • Dispute Management
  • Configure
  • Configure intake questionnaire
  • Use
  • Workflow
  • Intake
  • Create a case with portal intake
  • View dispute status in portal
  • Create a case with Virtual Agent intake
  • Create a case with workspace intake
  • Create a case with service catalog
  • Review
  • Processing
  • Dispute agent workspace
  • Dispute manager workspace
  • Use pre-configured email templates
  • Implement 4-eyes policy
  • Resolving disputes with Visa
  • Pre-arbitration and arbitration overview
  • Allocation workflow
  • Collaboration workflow
  • Processing a Visa dispute
  • Investigate
  • Report fraud
  • Block and reissue a new card
  • Issue provisional credit
  • Determine recovery
  • Issue immediate final credit
  • Review alerts
  • Investigate Visa transactions
  • Initiate chargeback
  • Collaboration workflow
  • Initiate chargeback and fill response
  • Associate transaction
  • Review and initiate pre-arbitration
  • Review and create a case filing
  • Review and appeal
  • Review the case filing appeal
  • Convert provisional credit
  • Reverse provisional credit
  • Allocation workflow
  • Initiate chargeback and fill merchant response
  • Review and respond
  • Review and appeal
  • Review the case filing appeal
  • Resolving disputes with Mastercard
  • Processing a Mastercard dispute
  • About Financial adjustments
  • Investigate
  • Report fraud
  • Block and reissue a new card
  • Issue provisional credit
  • Decide chargeback, write off, or denial
  • Alert merchant
  • Investigate the dispute
  • Chargeback
  • Initiate chargeback
  • Review and respond
  • Review chargeback response
  • Review pre-arbitration response
  • Review arbitration response
  • Reverse provisional credit
  • Provide final credit
  • Convert provisional credit
  • Resolving ACH disputes
  • Processing an ACH dispute
  • Evaluate merchant analysis
  • Provide provisional credit
  • Evaluate Nacha operating guidelines
  • Review ACH dispute return recommendation
  • Dispute communication initiation
  • Verify customer supporting documents
  • Verify ODFI supporting documents
  • File ACH return
  • Settle payment with customer
  • Reverse provisional credit
  • Resolving disputes without network integration
  • Investigation
  • Detect friendly fraud
  • Manage communication
  • Report fraud
  • Block and reissue a new card
  • Issue provisional credit
  • Determine recovery
  • Investigate transactions
  • Issue immediate final credit
  • Review alerts
  • Initiating a chargeback
  • Report fraud
  • Initiate chargeback and recover funds
  • Review representment
  • Provide final credit
  • Convert provisional credit
  • Reverse provisional credit
  • Return funds to merchant
  • Closure
  • Card Data Security
  • Explore
  • Configure
  • Install
  • Set up OAuth for Card Data Security
  • Create a JKS file
  • Create an X.509 Certificate
  • Set up a JWT key
  • Set up a JWT Provider
  • Set up an OAuth Provider
  • Set up the Connection & Credential records
  • Set up an OAuth Credential
  • Set up the OAuth Vault API REST message
  • Set up a Token Signer
  • Set up tokenized HTTP connection & credential aliases
  • Set up tokenized REST message
  • Card Data Security container
  • Administer
  • Manage the card vault
  • Manage Tokenizer Resource Configurations
  • Create a tokenizer resource
  • Creating new connections
  • Use
  • Reveal a PAN
  • Manage attachments in Card Data Security
  • Reference
  • Components installed with Card Data Security
  • Domain separation and Card Data Security
  • Dispute Rules Content Pack for Visa
  • Explore
  • Install
  • Configure
  • Use
  • Reference
  • Components installed
  • Domain separation
  • Dispute Rules Content Pack for Mastercard
  • Explore
  • Install
  • Configure
  • Use
  • Reference
  • Components installed
  • Domain separation
  • Dispute Rules Content Pack for Nacha
  • Exploring Dispute Rules Content Pack for Nacha
  • Install
  • Using Dispute Rules Content Pack for Nacha
  • Dispute Rules Content Pack for Nacha reference
  • Components installed with Dispute Rules Content Pack for Nacha
  • Domain separation and Dispute Rules Content Pack for Nacha
  • Dispute Content Pack for US Regulations
  • Explore
  • Install
  • Configure
  • Use
  • Reference
  • Components installed
  • Domain separation
  • Reference
  • Manage the Archive Dispute Service Cases rule
  • Unsupported features in Dispute Management
  • WSUD Troubleshooting
  • Signature activity and WSUD task issues
  • WSUD signing email not sent to customer
  • Unable to sign or submit the WSUD document
  • Upload Document button appears instead of Sign Document button in the WSUD document verification task
  • Card Operations
  • Explore
  • Install
  • Configure
  • Use
  • Assign a card service case
  • Setting up a new credit card account
  • Evaluate the product eligibility
  • Retrieve credit assessment
  • Check the supporting documents
  • Determine the card's terms and conditions
  • File a customer agreement
  • Set up a credit card account
  • Increasing the credit limit
  • Increase the credit limit for a customer
  • Reset the credit limit for a customer
  • Decrease the credit limit
  • Blocking a credit card
  • Block a credit card for a customer
  • Unblock a credit card
  • Close a credit card account
  • Reference
  • Components installed
  • Properties installed
  • Deposit Operations
  • Explore
  • Install
  • Business Deposit Operations
  • Personal Deposit Operations
  • Configure
  • Use
  • Deposit Operations workflows
  • Managing standing orders
  • Managing failed standing orders
  • Managing financial account relationships
  • Originate deposit account
  • Closing deposit account
  • Submitting a deposit service request
  • Create case as a contributor or agent connector
  • Submit a deposit service case for fulfillment
  • Work on a deposit service case
  • Work on a document task to verify documents
  • Work on a deposit task for fulfillment
  • Reference
  • Components installed with Business Operations
  • Components installed with Personal Operations
  • Loan Operations
  • Explore
  • Install
  • Business Loan Operations
  • Personal Loan Operations
  • Configure
  • Use
  • Loan Operations workflows
  • Partial Prepayment
  • Loan Forgiveness
  • Loan Deferment
  • Loan Write off
  • Missed Installment Repayment
  • Covenant Breach
  • Loan Restructure Proposal
  • Loan Drawdown
  • Loan Rollover
  • Submitting a loan service request
  • Submit request as a contributor or agent connector
  • Submit request as a requester
  • Create a credit service case for a covenant breach
  • Work on a loan service case
  • Work on a document task to verify documents
  • Work on a credit task for a loan service case
  • Work on a loan task for a loan service case
  • Analytics
  • Reference
  • Components installed with Business Operations
  • Components installed with Personal Operations
  • Domain separation
  • Payment Operations
  • Explore
  • Install
  • Configure
  • Use
  • Payment Operations workflow
  • Managing payment inquiries
  • Create an inquiry case for an external inquiry
  • Submit an internal inquiry request
  • Assign an inquiry case
  • Investigate an inquiry case
  • Work on an inquiry task
  • Create a claim for an inquiry case
  • Propose a solution for an inquiry case
  • Close an inquiry case
  • Managing payment claims and debit approvals
  • Create a case for an external claim
  • Submit a request for an internal claim
  • Assign a payment claim
  • Work on a claim with an external refund
  • Work on a claim task for an external refund
  • Work on a claim with an internal refund
  • Create a debit approval case for an internal refund
  • Work on a debit approval case to complete a refund
  • Close a claim case
  • Reference
  • Components installed
  • Properties installed
  • Field descriptions for an inquiry case
  • Field descriptions for a claim case
  • Domain separation
  • Treasury Operations
  • Explore
  • Install
  • Configure
  • Use
  • Treasury Operations workflows
  • Create a treasury service case
  • Submit a treasury service case for fulfillment
  • Work on a treasury service case
  • Work on a document task for agreement documents
  • Work on a task for due diligence or fulfillment
  • Analytics
  • Reference
  • Components installed
  • Intelligent Servicing for Fraud
  • Explore
  • Install
  • Configure
  • Assign user roles
  • Use
  • Submit a fraud case request
  • Work on a fraud case for card fraud by alert
  • Work on a fraud case for card fraud
  • Workspace for fraud agent
  • Workspace for fraud manager
  • Analytics
  • Reference
  • Insurance applications
  • Agentic Contact Center for Insurance
  • Exploring Agentic Contact Center for Insurance
  • Customer 360 page
  • Interaction page
  • Configuring Agentic Contact Center for Insurance
  • Install
  • AI indexing
  • Using Agentic Contact Center for Insurance
  • View insurance cases
  • View a customer profile
  • View policies and coverages
  • Work on an interaction
  • Reference
  • Components Installed with Agentic Contact Center for Insurance
  • Property and Casualty Insurance Servicing
  • Personal Lines Servicing
  • Explore
  • Install
  • Configure
  • Use
  • Managing change coverage requests
  • Submit a policy service request
  • Work on a policy service case
  • Work on an insurance underwriting task
  • Work on a document task to verify policy docs
  • Analytics
  • Reference
  • Components installed with Personal Servicing
  • Components installed with Personal Underwriting
  • Commercial Lines Servicing
  • Explore
  • Install
  • Configure
  • Use
  • Managing change coverage requests
  • Submit a policy service request
  • Work on a policy service case
  • Work on an insurance underwriting task
  • Work on a document task to verify policy docs
  • Analytics
  • Reference
  • Components installed with Commercial Servicing
  • Components installed with Commercial Underwriting
  • Life Insurance Servicing
  • Individual Life Servicing
  • Explore
  • Install
  • Configure
  • Use
  • Managing increase coverage requests
  • Create an individual life service case
  • Work on an individual life service case
  • Work on an individual life underwriting task
  • Analytics
  • Reference
  • Components installed with Life Servicing
  • Components installed with Life Underwriting
  • Group Life Servicing
  • Explore
  • Configure
  • Install Group Life Servicing
  • Configure Group Life Servicing
  • Use
  • Manage change membership requests
  • Create a group life service case
  • Work on a group life policy service case
  • Work on a group life insurance underwriting task
  • Analytics
  • Reference
  • Components installed with Group Life Servicing
  • Components installed with Group Life Underwriting
  • Exploring insurance claims applications
  • Commercial Lines Claims
  • Explore
  • Install
  • Configure
  • Enable Claim workspace, Fraud score, and Claim summary pages
  • Use
  • Commercial Lines Claims workflows
  • Create a commercial claim case
  • Process a commercial claim
  • Adjuster tasks
  • Work on commercial claim adjuster tasks
  • Generate and view a claim's fraud score
  • Configure the fraud score ranges with UI Builder
  • Evaluate a commercial claim for fraud
  • Approve a reserve or payment amount
  • Add an ad-hoc task
  • View ad-hoc and system generated tasks for a claim
  • Discuss a claim
  • View a claim's summary
  • Use Agent assist to view associated claims
  • Reference
  • Personal Lines Claims
  • Explore
  • Configure
  • Install Personal Lines Claims
  • Configure Personal Lines Claims
  • Enable Claim workspace, Fraud score, and Claim summary pages
  • Components installed with Personal Lines Claims
  • Use
  • Personal Lines Claims workflows
  • Create a personal claim case
  • Process a personal claim
  • Adjuster tasks
  • Work on personal claim adjuster tasks
  • Generate and view a claim's fraud score
  • Configure the fraud score ranges with UI Builder
  • Evaluate a personal claim for fraud
  • Approve a reserve or payment amount
  • Add an ad-hoc task
  • View ad-hoc and system generated tasks for a claim
  • Discuss a claim
  • Use Agent assist to view associated claims
  • Individual Life Claims
  • Explore
  • Configure
  • Install Individual Life Claims
  • Configure Individual Life Claims
  • Enable the claim workspace
  • Encrypt sensitive data
  • Use
  • Individual Life Claims workflows
  • Create an Individual Life Claims case
  • Adjuster activities
  • Manage an Individual Life Claims case
  • Approve a reserve or payment amount
  • Create an ad-hoc task on a claim
  • View ad-hoc and system generated tasks for a claim
  • Claim Task form fields
  • Associate a discussion with a claim record
  • Use Agent assist to view associated claims
  • Reference
  • Components installed with Individual Life Claims
  • Domain separation and Individual Life Claims
  • Insurance claims
  • Explore
  • Configure
  • Install Insurance claims
  • Setting up the customer data for Insurance claims
  • Setting up the policy data for Insurance claims
  • Insurance product models
  • Create an insurance product model
  • Coverage specification
  • Create a coverage specification
  • Link coverage types and options to a coverage specification
  • Setting up an insurance policy for Insurance claims
  • Insurance policies in Insurance claims
  • Create an insurance policy table
  • Create a role to access insurance policy tables
  • Create an access control list for an insurance policy table
  • Grant roles with access to an insurance policy table
  • Create an insurance policy
  • Apply coverages to an insurance policy
  • Add a policy participant to an insurance policy
  • Add a related list to an insurance product model
  • Policy snapshots in Insurance claims
  • Creating a service definition for Insurance claims
  • Create a service definition category for Insurance claims
  • Create a service definition for Insurance claims
  • Link the product model and claim case service definition
  • Add a document list definition to a service definition
  • Claim incidents
  • Create a Claim Incident table
  • Create roles for a claim incident table
  • Create an access control list for a claim incident table
  • Grant roles with access to claim incident tables
  • Claim Incident Configuration table
  • Automating claims processes using decision tables
  • Use claim automation decision tables
  • Setting up Insurance claims workspaces and dashboards
  • Manage the Archive Claim Case rule
  • Use
  • Insurance claims landing pages and workspaces
  • Initiate an Insurance claims case
  • Process an Insurance claims case
  • Work on Insurance claims adjuster tasks
  • Approve a reserve or payment amount for a claim case
  • Add an ad-hoc task for an Insurance claims case
  • Discuss an Insurance claims claim
  • View the associated Insurance claims cases with Agent assist
  • Reference
  • Components installed with Insurance claims
  • Domain separation and Insurance claims
  • Common applications
  • Complaint Management
  • Explore
  • Data model
  • Install
  • Configure
  • Response templates
  • Regulation categories and subcategories
  • Use
  • Workflow example
  • Work on a complaint case
  • Complaint case field descriptions
  • Work on a complaint task
  • Work on a quality control task
  • Analytics
  • Reference
  • Components installed
  • Customer Lifecycle Operations
  • Explore
  • Install
  • Business Lifecycle
  • Client Lifecycle
  • Configure
  • Use
  • Workflows
  • Onboarding workflows
  • Address change workflow
  • Name change of customer workflow
  • Update KYC workflow
  • Notice of death workflow
  • Create a case
  • Create a contact
  • Submit an application
  • Verify client documentation
  • Perform Due Diligence
  • Activate an account
  • Analytics
  • Reference
  • Components installed with Business Lifecycle
  • Components installed with Client Lifecycle
  • Know Your Customer
  • Explore
  • Configure
  • Reference
  • Credit Operations
  • Components installed
  • Developer resources
  • Using case types and service definitions in FSO
  • Case Types in FSO
  • Extending FSO Case Types
  • Creating FSO Case Types
  • Service Definitions in FSO
  • Remote Data Options for Remote Tables
  • Choosing an Integration Approach
  • Working with ServiceNow REST APIs
  • Integration use cases
  • Lookup remote information in the system of record
  • Agent submitting a case
  • External systems submitting a case request
  • Update remote information in the system of record
  • Setting up a remote table integration
  • FSO table definitions
  • Platform Analytics
  • Activate Platform Analytics for FSO
  • Business Deposit Operations dashboard
  • Business Loan Operations
  • Business Lifecycle Operations
  • Complaint Management
  • Commercial Lines Claims
  • Commercial Lines Servicing
  • Client Lifecycle
  • Dispute Management
  • Group Life Servicing
  • Individual Life Servicing
  • Payment Operations
  • Personal Deposit Operations
  • Personal Lines Claims
  • Personal Lines Servicing
  • Personal Loan Operations
  • Treasury Operations
  • Process Mining for FSO
  • Now Assist for FSO
  • Explore
  • Configure
  • Configure AI skills
  • Case summarization
  • Disputes intake via Virtual Agent
  • Customize the Virtual Agent topic
  • Banking customer profile summarization
  • Banking customer interaction context summary
  • Insurance customer profile summarization
  • Insurance interaction context summary
  • Configure agentic workflows
  • Configure AI agents
  • Skill inputs for Now Assist for FSO
  • Use generative AI
  • Summarize a dispute or claims case
  • Summarize banking customer profile
  • Summarize banking customer context
  • Summarize an insurance customer profile
  • Summarize an insurance customer interaction
  • Request generative AI in Now Assist panel
  • Submit a dispute case with Disputes intake via Virtual Agent
  • Resume a dispute case as an agent
  • Resume a dispute case as a customer
  • Review interactions with Disputes intake via Virtual Agent
  • Use agentic AI
  • Agentic workflows in FSO
  • Help resolve friendly fraud disputes agentic workflow
  • Resolve friendly fraud using agentic AI
  • AI agents in FSO
  • ACH dispute AI agents overview
  • Resolve ACH disputes with AI agents
  • Merchant analysis with AI agent
  • Nacha operating guidelines with AI agent
  • Review ACH dispute return recommendation
  • Dispute communication AI agent
  • Agentic Contact Center for Banking AI agents overview
  • Request support in Banking Interaction page
  • Generate customer insights in Banking Customer 360
  • Agentic Contact Center for Insurance AI agents overview
  • Request support in Insurance Interaction page
  • Generate customer insights in Insurance Customer 360
  • Reference
  • Supporting information for Now Assist for FSO
  • Form Data Collector for Disputes intake via Virtual Agent
  • Domain separation and Now Assist for FSO

Manage the schema and connections in the tokenizer service

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • You can modify the schema and connection properties in our tokenizer service. Manage the vault columns and properties, and customize the data sent and received from the Third-Party System, such as additional routes and field values.

    For more details, refer to Initial setup for Vault schema, Connections and Service Account for Card data security (KB2830577).

    Back to home page