---
sourceDocument: Brazil Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/financial-services-operations

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Setting up a new credit card account

# Setting up a new credit card account {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
As a credit card agent, you can work on a credit card case to validate the customer
information and set up a new credit card account for the customer.  
When a customer requests a new credit card, a credit card service case is created and the New Credit Card flow is triggered. This flow triggers the following tasks from the credit card service case. A new task is created when an agent closes the previous task.

1. [Evaluate the product eligibility for a customer](https://www.servicenow.com/docs/MyGZJtbTQa0tWTpjUdjFLQ "Evaluate the eligibility of the requested product for the customer.").
2. [Retrieve a credit assessment and evaluate the risks for a customer](https://www.servicenow.com/docs/LQZvx9KDWuq3PwG~WMcUqw "Retrieve a credit assessment and evaluate the risks for a customer. You can approve or reject the credit card request based on your findings.").  
   Note:  
   If the credit assessment agent rejects the credit request, the stage of the associated credit card service case changes to Closed -- Rejected. The case is automatically closed and the flow doesn't trigger steps 3--6.
3. [Check the completeness of the supporting documents for a customer](https://www.servicenow.com/docs/L84vnvfhm8nBM2RRe3gtbg "Check that a customer's supporting documents are complete so that you can complete the credit card request.").
4. [Determine a card's Terms and Conditions and Disclosures for a customer](https://www.servicenow.com/docs/IZJv8jpj9OflNnQ24WjZow "Determine a card's terms and conditions and disclosures and update the customer agreement for a customer. This information is shared with the customer before you issue a new credit card.").
5. [File a customer agreement for a customer](https://www.servicenow.com/docs/oYTdJxJcdg5ueULaMFEiCA "File the customer agreement that is prepared for a customer so that you can to set up a new credit card account.").
6. [Set up a credit card account for a customer and close the case](https://www.servicenow.com/docs/rOcDJ7uL0GRecdIEZzuLuQ "Set up a new credit card account for a customer after customer verification is done and the required documents are prepared.").
{#working-new-credit-card-service-case__ol_mtm_xbd_vmb}

For more information on the flows that are installed with the Financial Services Card Operations application, see [Designer flows for Financial Services Operations applications](https://www.servicenow.com/docs/lENYV9aai_h2XKAWl8jfJw "Several flows are installed with Financial Services Operations applications that you can use to automate requests.").