--- 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 Personal Lines Servicing # Configure Personal Lines Servicing {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Review the components that are installed with the Personal Lines Servicing application and modify as needed for your organization's business needs. ## Before you begin Make sure that the Personal Lines Servicing application is installed. For more information, see [Install Personal Lines Servicing](https://www.servicenow.com/docs/jR7TYKaMR5MmTYNGshubUg "You can install the Personal Lines Servicing (sn_ins_policy_b2c) application if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed."). Role required: sn_ins_policy_b2c.admin or admin ## Procedure 1. Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables. For more information, see [Import your financial data using import sets](https://www.servicenow.com/docs/MejYOX2FNx1Jr3Be28swvQ "Import your financial accounts, financial products, financial institutions, and financial transactions into ServiceNow Financial Services Operations Core tables. You need this foundation data to make the Financial Services Operations applications work."). 2. 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/bWH4wM3WWazJCQu56cyFYg "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 unique flows and views for policy service case and task. You should configure service definitions for: * Personal Lines Servicing * Insurance Underwriting Operations {#configure-ins-policy-ops__ul_oqj_j3m_bpb} | | Configure record producers | [Create or modify record producers](https://www.servicenow.com/docs/I56PuOtAfPAqQFt~Dl7C2Q "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. | | Create flows | [Create flows](https://www.servicenow.com/docs/HF5Fx_WWXYR6CDWU0gm7_A "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 Workflow Studio. | | Configure playbooks | [Edit or create a new playbook](https://www.servicenow.com/docs/sNcAMbAsLkQEi54~B9xxSQ "Review the playbooks that are available with Financial Services Operations applications to check they align to your business processes. You may need to customize them or design new ones as needed. You can still use the playbook activity definitions.​") using Playbooks. | | Configure CSM Configurable Workspace | [Configure CSM Configurable Workspace](https://www.servicenow.com/docs/9W7YKiKkyiAtw7Bzr38Gmw "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.") to enable requesters, contributors, and processors to interact with customers, and create and work on cases. | | Modify interceptors and workspace record type selectors | [Modify interceptors and workspace record type selectors](https://www.servicenow.com/docs/1CDx0jfkPGbYwxXHWrWL1A "You can review the available request types and configure the ones that you need so that your agents can create cases for these request types from both the Platform and Workspace UI.") to configure policy request types. | | Configure user groups | [Configure user groups](https://www.servicenow.com/docs/mSIaVjPvTlLWhjmE0j4Jlw "Configure user groups for Financial Services Operations applications for assignment of cases and tasks. You can assign roles to groups to provide access to all group members or assign roles to individual users.") for assignment of cases and tasks. You can also assign roles to groups and users. | | Configure assignment rules | [Configure assignment rules](https://www.servicenow.com/docs/aD5zxcgMUvVXZsga5BQnjQ "Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either modify predefined assignment rules or create new ones.") to identify cases that meet certain conditions and then route those cases to agents. | | Configure Service Level Agreements (SLAs) | [Configure the installed SLAs](https://www.servicenow.com/docs/RKeWImA635dALsZGLe6tLQ "Review the service level agreement (SLA) definitions that are installed with Financial Services Operations applications. You can update existing SLAs or add new SLAs to configure start, pause, and stop conditions on any case attributes.") to configure SLA timings for policy service cases and tasks. | | Configure Document Processor | [Configure Document Processor](https://www.servicenow.com/docs/MuC1QxYzbYeQNY386ld2gw "An admin can configure and manage the metadata of documents, such as categories, types, list definitions, and list item definitions. These configurations determine the documents required in Financial Services Operations applications workflows for document verification tasks.") for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions. | |-|-| {#configure-ins-policy-ops__choicetable_ajc_kk5_z4b}