---
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


---

# Work on a loan task for a loan service case

# Work on a loan task for a loan service case {#ariaid-title1}

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

Work on a loan task to review and authorize a loan service request, update a loan
account, or to disburse a loan when a loan service request is fulfilled.

## Before you begin

Role required:

* For a business loan service task: sn_bom_loan_b2b.agent or sn_bom_loan_b2b.agent_connector
* For a personal loan service task: sn_bom_loan.b2c_agent or sn_bom_loan.agent_connector
{#work-loan-task__ul_hhp_gmk_jmb}  
Important:  
For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see [Roles and Personas](https://www.servicenow.com/docs/eyWhfFydxvuGiasXwK_fjg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.").

## About this task

For the following loan workflows, agents can also use the case playbook that guides them through the steps that are needed to resolve the case.

* Loan Forgiveness workflow for business loan operations
* Loan Deferment workflow for personal loan operations
{#work-loan-task__ul_fxp_gw1_xrb}

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. In the Lists tab, under Loan Tasks, open the task list.
   * For your assigned tasks, click Assigned to me.
   * For all credit assessment tasks, click All.
   {#work-loan-task__choices_xbp_ycm_gmb}
4. In the list, select the task that you want to work on.  
   To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Finish the work that is required to complete the loan task in your core banking system.  
   Note:  
   When using a loan task to authorize a loan request, click Request Info if you need any required information to complete the review.
6. **Optional:** In the Work notes field, enter any comments.
7. Close the loan task.

   | Loan task | Action |
   | For authorizing a loan service request | Click Approve to approve or Reject to reject the request. |
   | For updating a loan account | Click Close. |
   | For disbursing a loan | Click Close. |
   |-|-|

   {#work-loan-task__choicetable_snb_kwp_vnb}

## Result

* The loan task moves to the Closed Complete state and the associated loan case moves to the next stage.
* If the loan task is for authorizing a loan service request, a new task that is based on the workflow is automatically generated in the Tasks tab of the associated case. The new task is assigned to an assignment group or agent based on the assignment rules.
* If the loan task is for updating a loan account or disbursing a loan, the associated loan case moves to the Closed Complete stage.
{#work-loan-task__ul_bcm_cxp_vnb}

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