---
title: Configure Financial Services Customer Lifecycle Operations
description: Review the components that are installed with the application. Components can be modified according to your organization's business needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/configure-customer-lifecycle-operations.html
release: australia
product: Financial Services Customer Lifecycle Operations
classification: financial-services-customer-lifecycle-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Customer Lifecycle Operations, Common applications, Financial Services Operations \(FSO\)]
---

# Configure Financial Services Customer Lifecycle Operations

Review the components that are installed with the application. Components can be modified according to your organization's business needs.

## Before you begin

Make sure that the Financial Services Customer Lifecycle Operations application is installed. For more information, see [Install Financial Services Business Lifecycle](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/install-business-lifecycle.md) and [Install Financial Services Client Lifecycle](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/install-client-lifecycle.md).

Role required: sn\_bom\_clo\_b2b.admin or sn\_bom\_clo\_b2c.admin

## Procedure

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

<table id="choicetable_ajc_kk5_z4b"><thead><tr><th align="left" id="d48353e112">

Task

</th><th align="left" id="d48353e115">

Description

</th></tr></thead><tbody><tr><td id="d48353e121">

**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 customize your workspace to suit your business needs.

</td></tr><tr><td id="d48353e146">

**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="d48353e168">

**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 Customer Lifecycle Operations service cases and tasks.You can add new case types and configure service definitions for each type.

</td></tr><tr><td id="d48353e193">

**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 Customer Lifecycle Operations service cases and tasks.

</td></tr><tr><td id="d48353e216">

**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="d48353e235">

**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="d48353e251">

**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>