---
title: Configuring Financial Services Operations Document Processor
description: An admin can configure and manage the metadata of documents, such as categories, types, list definitions, and list item definitions. These configurations determine the documents required in Financial Services Operations applications workflows for document verification tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/configuring-fso-document-processor.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Document Processor, Integrate, Financial Services Operations \(FSO\)]
---

# Configuring Financial Services Operations Document Processor

An admin can configure and manage the metadata of documents, such as categories, types, list definitions, and list item definitions. These configurations determine the documents required in Financial Services Operations applications workflows for document verification tasks.

**Note:** You can use UI Builder components for Document Processor to enhance the look and feel of document processing tasks in your workflow. See [UI Builder components](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/components-installed-fso-document-processor.md) for more information.

-   **[Define a document category](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-doc-processor-define-document-category.md)**  
Define document categories to categorize the different document types that are used across Financial Services Operations applications. An example of a document category could be Proof of Identity.
-   **[Associate document types to a document category](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/doc-processor-associate-document-types-to-category.md)**  
Associate the relevant document types to a document category. For example, for the Proof of Identity document category, the types of documents could be Driver's License and Passport.
-   **[Create a document list definition](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/doc-processor-define-document-list.md)**  
Create a document list definition to later associate document list items to. For example, create a Contact onboarding document list definition.
-   **[Create document list item definitions for a document list definition](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/doc-processor-associate-document-list-items-to-category.md)**  
Create document list item definitions for a document list definition. For example, for the Proof of Name Change document category, the document list item could be Name change of customer.

**Parent Topic:**[Integrate applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-integrate-other-applications.md)