---
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


---

# Using Commercial Lines Servicing

# Using Commercial Lines Servicing {#ariaid-title1}

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

Learn how the following roles use Commercial Lines Servicing to update
policies, change coverages, review and approve underwriting, and send documents for personal
policies.

With Commercial Lines Servicing, requesters and contributors can submit requests,
and processors can work on cases, for the following personal policy case types.

## Commercial case types {#using-financial-services-commercial-lines-servicing__section_ygz_pyx_rsb}

Business owners policy is the commercial case type available.

## Workspace {#using-financial-services-commercial-lines-servicing__section_k2k_3v1_wnb}

Requesters, contributors, and processors use personalized Workspace to work on all aspects of insurance policy cases. Workspace enables these roles to do the following:

* Monitor workload and performance
* Focus on high-priority items
* Easily navigate across tasks

{#using-financial-services-commercial-lines-servicing__ul_d1w_sb2_wnb}For more information, see [Workspaces](https://www.servicenow.com/docs/XLXz8tewpUP1xirmmhtZ7A "The Financial Services Operations (FSO) workspace provides a single location for agents to process cases and tasks. Agents can use it to respond to all task types, view the full context of an issue, and get relevant recommendations to resolve issues.").  
{#using-financial-services-commercial-lines-servicing__table_qy1_452_wrb__entry__2}

| User | Description |
|-|-|
| Policy admin | Configures the insurance policy workspace as per business requirements. For more information, see [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."). |
| Underwriting admin | Configures the insurance underwriting workspace as per business requirements. For more information, see [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."). |
| Processor Workspace ||
| Policy processor | Works on policy cases and tasks to fulfill requests for accounts managed by them. |
| Contributor Workspace ||
| Policy contributor | Submits policy service requests. |
| Underwriter Workspace ||
| Underwriter | Views the status of and works on underwriting tasks. |
[Table 1. Workspace users for Commercial Lines Servicing]

{#using-financial-services-commercial-lines-servicing__table_qy1_452_wrb}