---
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 Treasury Operations

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

## Before you begin

Make sure that the Financial Services Treasury Operations application is
installed. For more information, see [Install Financial Services Treasury Operations](https://www.servicenow.com/docs/nchLXIO2hmJ4yAITHADmGQ "You can install the Financial Services Treasury Operations application (sn_bom_treasury) 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_bom_treasury.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.  
   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 treasury service cases and tasks. You can add new case types and configure service definitions for each type. |
   | Edit or create flows | [Edit or 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 playbook | [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 agents to interact with customers and create and work on cases. |
   | 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 treasury 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 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-fso-treasury-ops__choicetable_ajc_kk5_z4b}