---
title: Configure Group Life Servicing
description: Review the components that are installed with the Group Life Servicing application and modify as needed for your organization's business needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/configure-group-life-servicing.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Configure, Group Life Servicing, Life Insurance Servicing, Insurance applications, Financial Services Operations \(FSO\)]
---

# Configure Group Life Servicing

Review the components that are installed with the Group Life Servicing application and modify as needed for your organization's business needs.

## Before you begin

Make sure that the Group Life Servicing application is installed. For more information, see [Install Group Life Servicing](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/install-group-life-servicing.md).

Role required: sn\_ins\_group\_life.admin or admin

## Procedure

1.  Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.

    For more information, see [Import your financial data using import sets](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/import-financial-accounts-products-institutions.md).

2.  Review the installed components and modify them or add new ones as applicable.

<table><thead><tr><th align="left" id="d36362e103">

Task

</th><th align="left" id="d36362e106">

Description

</th></tr></thead><tbody><tr><td id="d36362e115">

**Configure service definitions**

</td><td>

[Configure service definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-service-definitions.md) to enable unique flows and views for policy service case and task. You should configure service definitions for:-   Group Life and Disability Servicing
-   Group Life and Disability Underwriting


</td></tr><tr><td id="d36362e147">

**Configure record producers**

</td><td>

[Create or modify record producers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/create-modify-record-producers-fso-apps.md) to define request forms.

</td></tr><tr><td id="d36362e167">

**Create flows**

</td><td>

[Create flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio.

</td></tr><tr><td id="d36362e189">

**Configure playbooks**

</td><td>

[Edit or create a new playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-playbooks-fso-apps.md) using Playbooks.

</td></tr><tr><td id="d36362e211">

**Configure CRM Workspace**

</td><td>

[Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-csm-workspace-fso-apps.md) to enable requesters, contributors, and processors to interact with customers, and create and work on cases.

</td></tr><tr><td id="d36362e238">

**Modify interceptors and workspace record type selectors**

</td><td>

[Modify interceptors and workspace record type selectors](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-request-types-fso.md) to configure policy request types.

</td></tr><tr><td id="d36362e257">

**Configure user groups**

</td><td>

[Configure user groups](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-groups-fso.md) for assignment of cases and tasks. You can also assign roles to groups and users.

</td></tr><tr><td id="d36362e276">

**Configure assignment rules**

</td><td>

[Configure assignment rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-assignment-rules-fso-applications.md) to identify cases that meet certain conditions and then route those cases to agents.

</td></tr><tr><td id="d36362e293">

**Configure Service Level Agreements \(SLAs\)**

</td><td>

[Configure the installed SLAs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-sla-definitions-fso-cases.md) to configure SLA timings for policy service cases and tasks.

</td></tr><tr><td id="d36362e312">

**Configure Document Processor**

</td><td>

[Configure Document Processor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configuring-fso-document-processor.md) for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions.

</td></tr></tbody>
</table>