---
title: Submit an application
description: Collect all required applicant information and submit an application for a new account.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/submit-application.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 \(FSO\)]
---

# Submit an application

Collect all required applicant information and submit an application for a new account.

## 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.  On the **Details** tab, click **Playbook** and select **Account information**.

4.  Under **Account Information**, complete any applicable fields and click **Create Account**.

5.  Select **Add Contacts** and complete the associated child cases.

    For more information on creating a contact, see [Create a contact for a case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/create-contact.md).

6.  Select **Collect Account Documents**.

7.  Collect the account documentation, including all required fields, and click **Submit Document**.

8.  Select **Collect Contact Documents** \(business clients\) or **Collect Customer Documents** \(personal clients\).

9.  Collect the client documentation, including any required fields, and click **Submit Document**.

10. Select **Submit Application**.

11. Enter any comments in the **Submission comment** field, then click **Submit** to complete the application.


## Result

The account application is submitted, and the case automatically advances to the Document Verification stage.

## What to do next

Continue to the [Document Verification](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-customer-lifecycle-operations/verify-client-docs.md) stage.