Configure Financial Services Know Your Customer

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Review the components that are installed with the Financial Services Know Your Customer (KYC) application. You can modify the components as needed for your organization's business needs.

    Before you begin

    Financial Services Know Your Customer is automatically installed when you install certain Financial Services Operations applications. For more information, see Components installed with Financial Services Know Your Customer.

    Role required: sn_bom_kyc.admin and admin

    Procedure

    Review the installed components and modify them or add new ones as applicable.
    TaskDescription
    Configure service definitions Configure service definitions to enable specific views for KYC service cases and tasks.
    Configure record producers Create or modify record producers to define request forms.
    Edit or create new flows Edit or create new flows using ServiceNow® Workflow Studio.