---
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


---

# Supporting information for ServiceNow Otto for FSO

# Supporting information for ServiceNow Otto for Financial Services Operations (FSO) {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Get a quick overview of the important information that is related to the ServiceNow Otto for Financial Services Operations (FSO) application.

## Supported user interfaces {#supporting-information-for-now-assist-for-financial-services-operations-fso__section_uj5_zcj_mbc}

AI skills in FSO are supported in the following user interfaces.
{#supporting-information-for-now-assist-for-financial-services-operations-fso__table_n13_4fj_mbc__entry__2}

| Interface | Skill |
|-|-|
| Financial Services Workspace | * Case summarization * Disputes intake via Virtual Agent {#supporting-information-for-now-assist-for-financial-services-operations-fso__ul_k4p_qgx_qdc} |
| Core UI | Case summarization |
| Customer 360 page and Interaction page in Agentic Contact Center for Banking | * Customer profile summarization * Customer interaction context summary {#supporting-information-for-now-assist-for-financial-services-operations-fso__ul_mmc_kf5_m3c} |
| Customer 360 and Interaction page in Agentic Contact Center for Insurance | * Insurance customer profile summarization * Insurance interaction context summary {#supporting-information-for-now-assist-for-financial-services-operations-fso__ul_ltb_smg_kjc} |
| Portal | Disputes intake via Virtual Agent |
[Table 1. Supported interfaces]

{#supporting-information-for-now-assist-for-financial-services-operations-fso__table_n13_4fj_mbc}

## Financial Services Operations AI agent collection {#supporting-information-for-now-assist-for-financial-services-operations-fso__section_fso_ai_agents}

The FSO AI agent collection (`sn_fso_ai_agents`) provides a shared library of AI agents for Financial Services Operations. The agents understand user-defined goals, formulate strategic plans, help human agents resolve cases, and autonomously execute tasks.

For a list of AI agents included in the collection, see [AI capabilities in Financial Services Operations](https://www.servicenow.com/docs/RPXfcm~QBPh~gU_m19bKAQ "AI capabilities available in Financial Services Operations, organized by area and application. Use this reference to identify which AI skills, agentic workflows, and AI agents support banking and insurance operations.").

## Query Orchestrator {#supporting-information-for-now-assist-for-financial-services-operations-fso__section_query_orchestrator}

Query Orchestrator (`sn_qry_orchstr`) provides a shared, reusable orchestration layer for AI agents across Financial Services Operations business domains. The Query Orchestrator breaks down complex questions into smaller, targeted sub-queries; routes each sub-query to the most appropriate data source; and aggregates the results
into a single structured response for the AI agent to use.

Query Orchestrator provides the following capabilities:

Query decomposition
:   Analyzes complex questions and breaks it into sub-queries that can each be answered independently.

Intent classification
:   Identifies each sub-query intent to determine how it should be handled and which data source is most appropriate.

Source routing
:   Maps each sub-query to the most appropriate data source based on the classified intent. Examples include Knowledge Base search for article lookups, or Knowledge Graph for entity and relationship data.

Parallel execution
:   Dispatches sub-queries to their assigned sources concurrently to minimize overall response latency.

Response aggregation
:   Collects results from all sources and merges them into a single structured payload for the AI agent.

Structured output
:   Returns results in a consistent, schema-defined format that the AI agent uses to generate a comprehensive answer in the ServiceNow Otto panel.
**Related concepts**   

* [Enable AI capabilities in Financial Services Operations](https://www.servicenow.com/docs/xyfoBfnC~Ufg9XmZp5Knmg "Plan and configure your implementation of AI skills and agents in Financial Services Operations.")  
**Related reference**   

* [AI capabilities in Financial Services Operations](https://www.servicenow.com/docs/RPXfcm~QBPh~gU_m19bKAQ "AI capabilities available in Financial Services Operations, organized by area and application. Use this reference to identify which AI skills, agentic workflows, and AI agents support banking and insurance operations.")