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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Create a contact for a case

# Create a contact for a case {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add important contacts to a client's application. This activity creates a child case that manages the contact creation process.

## Before you begin

Role required: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.relationship_manager, or sn_bom_clo_b2b.contact_lifecycle_agent

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select a Customer Lifecycle Operations case to work on.
3. In the playbook, click Add Contacts, then click Add New.  
   A new child case appears in the row beneath the parent case tab.
4. In the upper right-hand corner of the screen, Click Save.  
   Under the Playbook tab for the child case, you see three stages:
   * Initiate
   * Document Verification
   * Due diligence
   {#create-contact__ul_u13_jlx_3qb}
5. Once you have completed the Initiate stage, click Submit.
6. Repeat as necessary to create cases for all required company personnel.

## Result

A new contact case is created and linked to the parent case. The assigned document and KYC agents will complete the remaining two stages.

## What to do next

Return to the parent case and continue the Customer Lifecycle Operations workflow.

*[\>]: and then