---
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


---

# Designer flows for Financial Services Operations applications

# Designer flows for Financial Services Operations applications {#ariaid-title1}

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

Several flows are installed with Financial Services Operations applications
that you can use to automate requests.
By using [Workflow Studio](https://www.servicenow.com/docs/access?context=workflow-studio&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US), you can review and configure these predefined flows for your own business needs.  
The following table lists the predefined flows that are available with Financial Services Operations applications.{#flow-designer-flows-fso-apps__table_d11_l32_jmb__entry__2}

| Application | Flow |
|-|-|
| Insurance Claims Core | * Claim work notes - updates for payment * Claim work notes - updates for reserve {#flow-designer-flows-fso-apps__ul_oqm_wjx_tvb} |
| Individual Life Claims | * Create or update claim participant for related claims * Related claim closed complete * Create related death claim * Update participant role for related claims * Create participant role for related claims {#flow-designer-flows-fso-apps__ul_nfh_p2b_xcc} |
| Insurance claims | * Claim adjuster task closed * Gen Claim Work Notes - Copy on Settlement * Generate Policy Snapshot for Claim Case {#flow-designer-flows-fso-apps__ul_rth_r2b_xcc} |
| Commercial Lines Claims | Claim work notes - updates for settlement |
| Personal Lines Claims | Claim work notes - updates for settlement |
| Financial Services Payment Operations | * Beneficiary Claim Non-Receipt -- Inquiry task * Claim Flow -- External Refund * Claim Follow-up * Update Inquiry case via Reply * Update Debit Approval via Reply {#flow-designer-flows-fso-apps__ul_h1q_4l2_jmb} |
| Financial Services Card Operations | * New Credit Card * Increase Credit Limit * Decrease Credit Limit * Close Credit Card * Block Credit Card * Unblock Credit Card {#flow-designer-flows-fso-apps__ul_wjg_vl2_jmb} |
| Financial Services Complaint Management | Complaint Service Flow |
| Financial Services Business Deposit Operations | * Create Deposit Service Case * Deposit Instructions List * Deposit Operation Business -- PB Activity * Update Deposit Case {#flow-designer-flows-fso-apps__ul_ztb_1j5_3sb}These flows are available as subflows. |
| Financial Services Personal Deposit Operations | * Create Deposit Service Case * Deposit Operation Personal -- PB Activity * Document List Automation Plan * Update Deposit Case {#flow-designer-flows-fso-apps__ul_n44_1j5_3sb}These flows are available as subflows. |
| Financial Services Loan Operations | * Loan Deferment * Loan Forgiveness * Loan Missed Installment Repayment * Loan Restructure * Loan Write Off * Partial Prepayment {#flow-designer-flows-fso-apps__ul_fhg_yqr_qqb} |
| Financial Services Treasury Operations | * Treasury service case form * Treasury Service List Automation Plan {#flow-designer-flows-fso-apps__ul_blp_4qr_qqb}These flows are available as subflows. |
| Insurance Special Investigations | Claim work notes - updates for SIU task |
[Table 1. Predefined flows available with Financial Services Operations applications]

{#flow-designer-flows-fso-apps__table_d11_l32_jmb}