---
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 Financial Services Card Operations

# Configure Financial Services Card Operations {#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 Financial Services Card Operations application and modify as needed for your
organization's business needs.

## Before you begin

Make sure that the Financial Services Card Operations application is
installed.

Role required: sn_bom_credit_card.admin and 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 card service cases and tasks. |
   | 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. |
   | Edit or create new flows | [Edit or create new 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. |
   | 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 payment request types. |
   | 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 card service cases and tasks. |
   | 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 properties | [Configure properties](https://www.servicenow.com/docs/5PHOPSW_UUfA9o7UycB7BQ "Customize the properties that are available with the Financial Services Card Operations application.") for card operations. |
   |-|-|

   {#set-up-card-operations__choicetable_oxq_pm5_z4b}