---
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


---

# Explore

# Exploring Financial Services Payment Operations {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
You can use the ServiceNow®
Financial Services Payment Operations application to create and manage requests for payment inquiries, claims, and debit approvals for your financial institution.

Transform your financial institution's middle and back office payment operations through the following capabilities:

* [Managing payment inquiries](https://www.servicenow.com/docs/N9px135A907SZ0bE5IgnAg "The Financial Services Payment Operations application enables you to submit and manage payment inquiry requests from customers and third-party banks. The application supports personal and business claims and debits."): Create and manage Beneficiary Claim Non-Receipt (BCNR) and Payment in Error (PiE) inquiries, from customers or third-party banks.
* [Managing payment claims and debit approvals](https://www.servicenow.com/docs/snMzVzQgDMcOqs2wiylc5g "The payment claims capability of the Financial Services Payment Operations application enables you to submit and manage payment claims and debit approvals for your financial institution. The application supports both personal and business claims and debits."): Manage internal and external claims, and debit approval cases for refund authorization.

{#payment-operations-overview__ul_overview-links}

## Who uses Financial Services Payment Operations {#payment-operations-overview__section_acg_ldq_wlb}

The application is used by:

* Administrators, who configure the application. For the full list of installed roles and permissions, see [Components installed with Financial Services Payment Operations](https://www.servicenow.com/docs/4CTDmNc2sCL4nEfSvVbdFQ "Several types of components are installed with the installation of the Financial Services Payment Operations application, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.").
* Fulfillers, such as inquiry agents and claim agents in the middle and back office, who work cases from the Workspace. For details on workspace users, see [Using Financial Services Payment Operations](https://www.servicenow.com/docs/EESJgQnX425bm8a1F7vyCA "Learn how branch workers and agents use the Financial Services Payment Operations application to submit and manage payment inquiry requests, claims and debit approvals.").
* End users --- customers, branch workers, and call center agents --- who submit payment requests and check case status.
{#payment-operations-overview__ul_qhw_mdq_wlb}

## Payment dashboard {#payment-operations-overview__section_spl_wms_w4b}

Using actionable data visualizations in a preconfigured dashboard, you can improve your business processes and quantify the value of self-service. For more information, see [Payment Operations dashboard](https://www.servicenow.com/docs/wCN0PIgqz_5sYRCVW6ms1A "With the Financial Services Payment Operations dashboard, you can get an insight into how your team and business are performing for payment inquiries, claims, and debits.").
**Related concepts**   

* [Financial Services Payment Operations workflow example](https://www.servicenow.com/docs/UnDWE1pzWmHvAaf_m_lUEw "The workflows available with Financial Services Payment Operations connect people, departments, and institutions to quickly initiate, research, and resolve the payment errors and missing payments.")  
**Related reference**   

* [Components installed with Financial Services Payment Operations](https://www.servicenow.com/docs/4CTDmNc2sCL4nEfSvVbdFQ "Several types of components are installed with the installation of the Financial Services Payment Operations application, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.")