---
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


---

# Integrating with Field Service Management

# Integrating with Field Service Management {#ariaid-title1}

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

Integrating Financial Services Operations with Field Service Management
enables you to create and view all work orders and appointments related to your case, depending
on your business needs.

Field Service Management users can view account and contact information on work orders
and work order tasks in the Field Service Management application.

## Product use rights included with this application {#integration-with-fsm__section_dgk_3vc_35b}

If you have purchased a subscription for both the  Financial Services Operations
(FSO)  application and the Field Service Management (FSM) application, FSO agents can create and view all work
orders and appointments related to their FSO cases, while FSM field agents can view relevant
FSO data from Work Orders. External users with the snc_external and other relevant FSO and
CSM roles can view all case-related work orders and appointments related to their accounts.

## Configuring integration with Field Service Management {#integration-with-fsm__section_rdv_sfj_35b}

The recommended implementation of Financial Services Operations application
integration with Field Service Management is to complete these initial
configuration steps.

* Activate the Customer Service with Field Service Management plugin (com.snc.csm_fsm_integration)
* Add UI actions to FSO case type tables where needed. Depending on your desired experience, you can also add actions to relevant playbooks.
* Add the Work orders related list to FSO case type tables for all relevant views, such as a workspace.
* If FSM field agents need to access core FSO data model objects, such as Insurance Policies, add the sold_product reference field to the work order \[wm_order\] table.
* Assign FSO viewer roles to FSM field agents for both the sold_product extension tables and FSO case type tables.  
  Note:  
  Financial Services Operations applications have read-only roles, such as sn_bom.auto_ins_policy_viewer and sn_bom.b2b_credit_card_account_viewer, for all objects.

{#integration-with-fsm__ul_gfs_hvc_35b}

To learn more, see [Integration with Industry
products](https://www.servicenow.com/docs/access?context=industry-products-integration&version=yokohama&pubname=yokohama-field-service-management&ft:locale=en-US).