---
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 treasury service case

# Work on a treasury 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 treasury case to collect applicant information, ensure that any outstanding
tasks are completed, and fulfill the treasury product request.

## Before you begin

Role required: sn_bom_treasury.agent or
sn_bom_treasury.agent_connector  
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

When a customer requires a treasury product, a treasury contributor, such as a relationship manager, initiates a case and updates its details, triggering the workflow. Throughout the workflow, treasury and document agents complete their assigned tasks and update the status of the case.  
Note:  
Depending on the treasury service request type, a workflow might have additional or fewer tasks.

Use the case playbook that provides the activities and tasks required to research and
fulfill the request.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. In the Lists tab, under Treasury Service Cases, open the case list.
   * For your assigned cases, click Assigned to me.
   * For all treasury cases, click All.
   {#work-treasury-service-case__choices_xbp_ycm_gmb}
4. In the list, select the case to work on.  
   To work on a case that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. Select the Playbook tab.  
   The case playbook guides agents through the steps that are involved in resolving a case.
6. Use the activities and tasks under the following playbook stages to fulfill the request and resolve the case:
   * Initiate to collect the customer information and submit application for activating a treasury service.
   * Due diligence to perform due diligence.  
     Note:  
     This stage is available only for the RDC service workflow.
   * Agreement documents to prepare agreement documents and share with the customer.
   * Fulfillment to activate the requested treasury service, send service activation email to customer, initiate customer training, and close the case.

   {#work-treasury-service-case__choices_uzb_5yz_rqb}  
   Any tasks generated during playbook activities appear in the Tasks tab of the case.

## Result

* The treasury case automatically updates to show Closed Complete.
* The customer receives a treasury service activation email.
{#work-treasury-service-case__ul_scn_l11_sqb}

*[\>]: and then