---
title: Create a CLO case
description: Begin the Customer Lifecycle Operations application process by creating a CLO case for review.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/create-case.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: 1
breadcrumb: [Use, Customer Lifecycle Operations, Common applications, Financial Services Operations \(FSO\)]
---

# Create a CLO case

Begin the Customer Lifecycle Operations application process by creating a CLO case for review.

## Before you begin

Role required:

-   For a business client: sn\_bom\_clo\_b2b.manager or sn\_bom\_clo\_b2b.relationship\_manager
-   For a personal client: sn\_bom\_clo\_b2c.manager or sn\_bom\_clo\_b2c.relationship\_manager

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  In the upper right-hand corner, click **New**.

4.  From the Create a new case menu that appears in the middle of the screen, select a service.

5.  Click **Create**.

6.  In the upper right-hand corner of the screen, click **Save**.

7.  In the list, select which case you want to work on.

    If you want to work on a case that isn't assigned to you yet, you can assign it to yourself by selecting **Assign to me**.

8.  Select the **Playbook** tab.

9.  Fill in any applicable fields, then click **Create Account**.


## Result

A Customer Lifecycle Operations case is created and assigned to an available agent.

## What to do next

Continue to [Add contacts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/create-contact.md).