---
title: Perform Due Diligence
description: Complete due diligence tasks to evaluate the eligibility of new account applications. Multiple agents can complete separate tasks concurrently.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/perform-due-diligence.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 \(FSO\)]
---

# Perform Due Diligence

Complete due diligence tasks to evaluate the eligibility of new account applications. Multiple agents can complete separate tasks concurrently.

## Before you begin

Role required:

This stage requires multiple agents to complete. KYC, Credit, Tax, and Legal agents work asynchronously to complete all tasks within this stage.

-   For a business client: sn\_bom\_clo\_b2b.manager, sn\_bom\_clo\_b2b.account\_lifecycle\_agent, sn\_bom\_clo\_b2b.contact\_lifecycle\_agent, sn\_bom\_kyc.b2b\_account\_agent, or sn\_bom\_kyc.b2b\_contact\_agent
-   For a personal client: sn\_bom\_clo\_b2c.manager or sn\_bom\_clo\_b2c.agent, sn\_bom\_kyc.b2c\_account\_agent, or sn\_bom\_kyc.b2c\_contact\_agent

## 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.  On the **Lists**, tab, select a case.

4.  On the **Details** tab, click **Assign to me** to claim the task if it is not already assigned to an agent.

5.  Fill in any applicable fields, then click **Close** to complete the task.


## Result

Once all agents have completed their assigned tasks, the Due Diligence stage shows as complete and the case automatically advances to the Fulfillment stage.

## What to do next

Continue to the [Fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/activate-account.md) stage.