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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Configure CSM Configurable Workspace

# Configure CSM Configurable Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Ensure that the scope is selected for the application that you are configuring for. For more information, see [Application picker](https://www.servicenow.com/docs/access?context=c_ApplicationPicker&version=yokohama&pubname=yokohama-application-development&ft:locale=en-US).  
Role required: Based on the application that you are configuring, you need the following roles:

* For Financial Services Complaint Management: sn_bom_compl.admin and admin
* For Financial Services Business Lifecycle: sn_bom_clo_b2b.admin and admin
* For Financial Services Client Lifecycle: sn_bom_clo_b2c.admin and admin
* For Financial Services Business Deposit Operations: sn_bom_deposit_b2b.admin and admin
* For Financial Services Personal Deposit Operations: sn_bom_deposit_b2c.admin and admin
* For Financial Services Business Loan Operations: sn_bom_loan_b2b.admin and admin
* For Financial Services Personal Loan Operations: sn_bom_loan.b2c_admin and admin
* For Financial Services Treasury Operations: sn_bom_treasury.admin and admin
* Individual Life Claims: sn_ins_claim_indl.admin and admin
* Insurance claims: sn_ins_gen_claim.admin and admin
{#configure-csm-workspace-fso-apps__ul_hhp_gmk_jmb}

## Procedure

Configure the CSM Configurable Workspace as per your requirements.  
For more information on what you can configure, see [Set up CSM Configurable
Workspace](https://www.servicenow.com/docs/access?context=csm-config-workspace-set-up&version=yokohama&pubname=yokohama-customer-service-management&ft:locale=en-US).