---
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


---

# Create a treasury service case

# Create a treasury service case {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Begin the treasury service application process by creating a treasury case on behalf
of your customer.

## Before you begin

Role required: sn_bom_treasury.contributor or sn_bom_treasury.agent_connector  
Note:  
The applicable universal contributor role can also be assigned to create a case. For more information, see [User roles and FSO Business rules](https://www.servicenow.com/docs/GfYgzq0WnoNsNV2JDeWHRg "This section defines the various roles within Financial Services Operations Core and explains the business rules that guide the system’s actions.").  
Important:  
For the agent connector or contributor role to work, they must be combined with one of the roles in CSM industry data model or Contributor users. For more information, see [Roles and Personas](https://www.servicenow.com/docs/MTIqpkRRyB1b1FlKdColFw "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.").

## About this task

A treasury agent can also create a treasury service case by navigating to
Treasury Service Cases in the list view of the workspace
and clicking New.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. Create a treasury case from the treasury case list or an interaction record.

   | Option | Steps |
   | Treasury case from the treasury case list | 1. In the Lists tab, under Treasury Service Cases, click All. 2. Click New. {#create-fso-treasury-service-case__ol_zs2_gjh_gmb} |
   | Treasury case from an interaction record | 1. In the Lists tab, under Interactions, click My Interactions. 2. Open the required interaction record for the customer. 3. Click Create Case. {#create-fso-treasury-service-case__ol_m21_xnh_gmb} For information on how to create an interaction, see [Create an interaction](https://www.servicenow.com/docs/access?context=create-interactions&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US). |
   |-|-|

   {#create-fso-treasury-service-case__choicetable_z4t_j3h_gmb}
4. In the Create a new case dialog box, select the treasury service that you want to create a case for.
   * Onboard RDC service.
   * Onboard Wire service.
   {#create-fso-treasury-service-case__choices_zqs_1n2_wnb}
5. Click Create.
6. On the form, fill in the required fields and any other related information that you've gathered from the customer.
7. Click Save.

## Result

* A treasury service case is created in the New state and the workflow is triggered.
* The case is assigned to an assignment group or an agent in the treasury service based on the defined assignment rules.
{#create-fso-treasury-service-case__ul_g3b_vmp_sqb}

## What to do next

Collect all the required customer information and submit the application.

1. In the Playbook tab, fill the data in the Initiate stage.
2. Submit the application to back-office agents for fulfilment.
{#create-fso-treasury-service-case__ol_fw2_l1z_qqb}

*[\>]: and then