---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/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


---

# AI indexing

# Configure AI indexing for Agentic Contact Center for Banking {#ariaid-title1}

* Release version: Australia
* 
* Updated March 18, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure AI indexing to enable intelligent search capabilities across financial accounts, cases, and customer interactions in Agentic Contact Center for Banking.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllAI SearchAI Search IndexIndexed Sources.
2. Activate the following indexed sources if they aren't already active:  
   * Financial Accounts
   * Financial Services Base
   * Interaction
   {#configure-ai-indexing-fso-contact-center__ul_rgj_gt3_q3c}
   1. Select the record for the indexed source.
   2. Select the Active check box if it isn't already selected.
   {#configure-ai-indexing-fso-contact-center__substeps_rdp_kx3_q3c}
3. For each indexed source, select Index All Tables, then select OK.
4. Navigate to AllAI SearchSearch ExperienceSearch Profiles.
5. For each of the following search profiles, open the record and select Publish:  
   * Financial Accounts Search Profile
   * Financial Services Base Search Profile
   * FSO Interaction Search Profile
   {#configure-ai-indexing-fso-contact-center__ul_dxm_tcj_q3c}
{#configure-ai-indexing-fso-contact-center__steps_dvn_rgj_q3c}

## Result

AI indexing is configured for Agentic Contact Center for Banking.
**Related topics**   

* [Indexed Source form](https://www.servicenow.com/docs/access?context=indexed-source-form-ais&version=australia&pubname=australia-platform-administration&ft:locale=en-US)
* [Perform a full table index or reindex for a single AI Search indexed source](https://www.servicenow.com/docs/access?context=index-single-source-ais&version=australia&pubname=australia-platform-administration&ft:locale=en-US)
* [Publish an AI Search search profile](https://www.servicenow.com/docs/access?context=publish-search-profile-ais&version=australia&pubname=australia-platform-administration&ft:locale=en-US)

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