---
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


---

# Using Financial Services Deposit Operations

# Using Financial Services Deposit Operations {#ariaid-title1}

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

Learn how branch workers and agents use the Financial Services Deposit Operations application to
initiate, research, and
resolve the deposit service cases.

## Workspace {#using-deposit-ops__section_k2k_3v1_wnb}

Contributors and back-office agents use personalized Workspace to work on all aspects of deposit cases. Workspace enables agents to do the following:

* Monitor workload and performance
* Focus on high-priority items
* Easily navigate across tasks

{#using-deposit-ops__ul_d1w_sb2_wnb}For more information, see [Workspaces](https://www.servicenow.com/docs/xjVZAq0AhxUn~ZZElTQkgQ "The Financial Services Operations (FSO) workspace provides a single location for agents to process cases and tasks. Agents can use it to respond to all task types, view the full context of an issue, and get relevant recommendations to resolve issues.").  
{#using-deposit-ops__table_qy1_452_wrb__entry__2}

| User | Description |
|-|-|
| Deposit contributor | Creates and tracks deposit service cases for accounts managed by them. |
| Deposit agent | Works on deposit service cases and deposit tasks. |
| Deposit agent connector | Creates and works on deposit cases and tasks to fulfill requests for accounts managed by them. |
| Document agent | Works on document tasks for deposit service cases. |
| Deposit admin | Configures the deposit workspace as per business requirements. For more information, see [Configure CSM Configurable Workspace](https://www.servicenow.com/docs/woVbLjK2a40uljsGI4CHEg "Review the CSM Configurable Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed."). |
[Table 1. Workspace users for Deposit Operations]

{#using-deposit-ops__table_qy1_452_wrb}

## Automated workflows {#using-deposit-ops__section_mcf_zv1_wnb}

Predefined workflows for deposit cases are available with Financial Services Business Deposit Operations and Financial Services Personal Deposit Operations applications.

When a customer requests a deposit service, a deposit contributor initiates a case and
updates its details, triggering the workflow. The flow triggers various tasks from the
case and the assignment rules route these tasks to the appropriate back-office agents
such as deposit and document agent. The agents work on these tasks to fulfill the
deposit service request.

For more information, see [Financial Services Deposit Operations workflows](https://www.servicenow.com/docs/7J6xEcWgLpg5vmxhHvDIbA "The Financial Services Deposit Operations application installs automated workflows for origination, servicing, and closure of deposit accounts. These workflows enable routing of cases and tasks to different teams, including the deposit and document agents.").

## Case playbook {#using-deposit-ops__section_prd_d2l_1qb}

Using the case playbook, deposit contributor and agents review and work on their cases
and tasks. The playbook provides end-to-end life cycle for the tasks performed during
the case handling process, from the time a case is logged to the final resolution and
communication to the customer.

## Dashboard {#using-deposit-ops__section_fnd_xw1_wnb}

Performance Analytics give business owners an insight into how the team and business is
performing. A dashboard with pre-configured reports and customizable views is available
with the application.
* **[Financial Services Deposit Operations workflows](https://www.servicenow.com/docs/7J6xEcWgLpg5vmxhHvDIbA)**   
  The Financial Services Deposit Operations application installs automated workflows for origination, servicing, and closure of deposit accounts. These workflows enable routing of cases and tasks to different teams, including the deposit and document agents.
* **[Submitting a deposit service request](https://www.servicenow.com/docs/fGLf3Tq7z8cp2uyp2Tkwaw)**   
  Bank workers can begin the deposit workflow by submitting a deposit service request received from customers (consumer or business contact). Customers (consumer or contact) can also directly submit a request from the service catalog.
* **[Submit a deposit service case for fulfillment](https://www.servicenow.com/docs/6~ZMkPzwaB2tDMAp3GoEig)**   
  Collect all required information and documents from the customer and submit the deposit service case to back-office agents for fulfillment.
* **[Work on a deposit service case](https://www.servicenow.com/docs/01l10eVNDZiBE9M46aSmcg)**   
  Work on a deposit case to collect applicant information, ensure that any outstanding tasks are completed, and fulfill the deposit product request.
* **[Work on a document task to verify documents for a deposit case](https://www.servicenow.com/docs/E6f7Mzr_LbsbVaHoeJFOwA)**   
  Work on a document task to verify inbound documents that are needed for a deposit service case.
* **[Work on a deposit task for fulfillment](https://www.servicenow.com/docs/H_PQanvVRKLF_wr~SCoXsg)**   
  Work on a deposit task to perform a fulfillment activity for the parent deposit service case.