--- 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 --- # Financial Services Remote Tables # Financial Services Remote Tables {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Integrate your core systems using the ServiceNow Financial Services Remote Tables. This feature streamlines development by eliminating the need to recreate the ServiceNow data model for integrations. ## About Financial Services Remote Tables {#financialservices-remote-tables__section_wz1_4hs_z5b} Financial institutions manage a large volume of account and transaction data through external core applications. To address the challenge of synchronizing this data within the Financial Services Operations application, the Financial Services Remote Tables application has been introduced. This solution enables real-time record lookup into external financial applications without the need to store the data permanently. Remote tables are a ServiceNow AI Platform functionality that has been integrated with the Financial Services Operations banking applications. For more details on working with remote tables, see [Remote tables](https://www.servicenow.com/docs/access?context=remote-tables&version=yokohama&pubname=yokohama-servicenow-platform&ft:locale=en-US). ## Key features {#financialservices-remote-tables__section_tpg_v1m_xbc} * Incorporate Financial Services Remote Tables into the Financial Services Operations data model, featuring financial account and transaction tables. * Enable on-demand synchronization of lookup records with ServiceNow tables to maintain data accuracy and timeliness. {#financialservices-remote-tables__ul_yzh_wvn_ybc} ## Integration architecture {#financialservices-remote-tables__section_yg1_k54_ybc} Using Financial Services Remote Tables, you can retrieve data from external sources or another instance through REST or SOAP services. To retrieve data from external sources or another instance, you must create and associate a script definition with a remote table. For more information on script definitions and an example of using a REST API call to look up financial transaction details, see [Lookup remote information in the system of record](https://www.servicenow.com/docs/GRwHuU5bT7hkGthrh8e9~A "This use case illustrates how to use a REST API call to lookup financial transaction details for a customer’s mortgage account on a remote banking system (system of record).") ## Setting up FSO Lookup client action {#financialservices-remote-tables__section_ew4_xly_ybc} The Lookup UXF Client action, included in the Financial Services Remote Tables plugin, is essential for setting up the FSO Lookup Client action. This action integrates the Action Payload Definition and is used within a field decorator as a UXF Client action. It is available as part of the Remote table lookup application but requires integration with a field decorator or a declarative action. For more information on how to set up the field decorators in Configurable Workspace, seeSet up field decorators. The remote tables integration use case includes a step that walks through setting up the FSO Lookup client action. For more information, see [Setting up a remote table integration](https://www.servicenow.com/docs/op1gVsjygxHR_fEEOFuJcQ "This use case illustrates how an agent at a financial institution can access individual consumer, bank account, and transactional data that resides in a third-party external system. This integration methodology can apply across industries, such as integrating to a policy administration system in insurance."). ## Developer resources {#financialservices-remote-tables__section_qsp_wtg_ncc} To learn more about remote data options for remote tables, choosing an integration approach, or following a remote table integration walkthrough use case, refer to the following topics for more information: * [Remote Data Options for Remote Tables](https://www.servicenow.com/docs/gmMA8VOuSZ0ewalHhGpZnw "Understand the different approaches of implementing remote tables, and the advantages and disadvantages of each.") * [Choosing an Integration Approach](https://www.servicenow.com/docs/hV8I~HmKRUvwGiCVt37UXg "You have several options to integrate your data with your platform. Review the Integration Guidance decision matrix to determine which is the best approach for your needs.") * [Setting up a remote table integration](https://www.servicenow.com/docs/op1gVsjygxHR_fEEOFuJcQ "This use case illustrates how an agent at a financial institution can access individual consumer, bank account, and transactional data that resides in a third-party external system. This integration methodology can apply across industries, such as integrating to a policy administration system in insurance.") {#financialservices-remote-tables__ul_nnv_15g_ncc} * **[FSO Look Up Client action](https://www.servicenow.com/docs/fw8wDG3JeVO9O16I7nUqXQ)** Look up a record from any table based on defined conditions. * **[Components installed with Financial Services Remote Tables](https://www.servicenow.com/docs/_ItqZq3tvyYmLCaCnZMraQ)** Several types of components are installed with the installation of the Financial Services Remote Tables application, including tables and user roles. **Related reference** * [FSO Look Up Client action](https://www.servicenow.com/docs/fw8wDG3JeVO9O16I7nUqXQ "Look up a record from any table based on defined conditions.") **Related topics** * * [Create a form action button](https://www.servicenow.com/docs/access?context=create-a-new-form-action&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US) * [Create a UXF client action for forms](https://www.servicenow.com/docs/access?context=create-a-new-uxf-client-action-for-forms&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US)