---
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


---

# Know Your Customer

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

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

The ServiceNow®
Financial Services Know Your Customer application works with other Financial Services Operations applications to verify an applicant's identity and evaluate
their eligibility.
This application is automatically installed when you install any of the following Financial Services Operations applications.

* Financial Services Card Operations
* Financial Services Loan Operations
* Financial Services Customer Lifecycle Operations
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|-|-|
| [Explore ![]() Learn about the capabilities of Financial Services Know Your Customer.](2ApZ~U8XAtSvTcnWou7LRw "Use Financial Services Know Your Customer to verify applicant identity and minimize risk to your organization.") | [Configure ![]() Set up Financial Services Know Your Customer.](UQEPhPZ6xNOaHUrDPWrdhw "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.") |
| [Use ![]() Create, manage, and complete KYC tasks to evaluate applicant information.](0P_~4uSzRzDfaQBQizk8nA "Complete due diligence tasks to evaluate the eligibility of new account applications. Multiple agents can complete separate tasks concurrently.") | [Reference ![]() Get details about components, such as roles and tables.](GwtuviKVRXV~90TK2mMB4g "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.") |
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