---
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


---

# Configure Financial Services Know Your Customer

# Configure Financial Services Know Your Customer {#ariaid-title1}

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

Review the components that are installed with the Financial Services Know Your Customer (KYC) application. You can modify the
components as needed for your organization's business needs.

## Before you begin

Financial Services Know Your Customer is automatically installed when
you install certain Financial Services Operations applications. For more
information, see [Components installed with Financial Services Know Your Customer](https://www.servicenow.com/docs/iab0~i1ZBifffWBX_i_DFA "Several types of components are installed with activation of the Financial Services Know Your Customer (com.sn_bom_kyc) plugin, including tables and user roles.").

Role required: sn_bom_kyc.admin and admin

## Procedure

Review the installed components and modify them or add new ones as applicable.

| Task | Description |
| Configure service definitions | [Configure service definitions](https://www.servicenow.com/docs/~PKhWp6yNq3_lUAlQGuZ9w "Configure service definitions for the services in Financial Services Operations applications. You can review and modify the predefined service definitions installed with the application or add new ones.") to enable specific views for KYC service cases and tasks. |
| Configure record producers | [Create or modify record producers](https://www.servicenow.com/docs/AuQkG1uqhtHbAZvbnRHwjQ "Review the record producers that are installed with Financial Services Operations applications. You can modify the predefined record producers or add new ones to define how the request forms appear in the Banking Service catalog or Consumer Service portal, or both.") to define request forms. |
| Edit or create new flows | [Edit or create new flows](https://www.servicenow.com/docs/wazWKKyxmiiIRJMh_ao54Q "Review the flows that are available with Financial Services Operations applications to see if these flows meet your business needs. You might need to customize these flows or design new ones as needed.") using ServiceNow® Workflow Studio. |
|-|-|

{#fso-kyc-configure__choicetable_kyc_config}