---
title: Create a deposit service case as a contributor or agent connector
description: Begin the deposit service application process by creating a deposit case on behalf of your customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-deposit-operations/submit-deposit-service-application-contributor.html
release: australia
product: Financial Services Deposit Operations
classification: financial-services-deposit-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Submitting a deposit service request, Use, Deposit Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Create a deposit service case as a contributor or agent connector

Begin the deposit service application process by creating a deposit case on behalf of your customer.

## Before you begin

Role required:

-   For a business deposit service for a business customer \(account or contact\): sn\_bom\_deposit\_b2b.contributor or sn\_bom\_deposit\_b2b.agent\_connector
-   For a personal deposit service for a consumer: sn\_bom\_deposit\_b2c.contributor or sn\_bom\_deposit\_b2c.agent\_connector

**Note:** The applicable universal contributor role can also be assigned to create a case. For more information, see [User roles and FSO Business rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-core-roles.md).

**Important:** For the agent connector or contributor role to work, they must be combined with one of the roles in CSM industry data model or Contributor users. For more information, see [Roles and Personas](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-combine-csm-industry-roles.md).

## About this task

As a deposit contributor or agent connector, fill in the customer data, collect the required documents, and submit the application for the deposit service request.

## 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 **Lists** tab, under **Customer Cases**, click **My cases**.

4.  Select **New**.

5.  In the Create case dialog, select a category and service.

    1.  From the **Select category** list, select **Business deposit services** or **Personal deposit services**.

    2.  From the **Select service** list, select a deposit service.

6.  Select **Create**.

    A deposit service case is created.

7.  On the form, fill in the required fields and any other related information that you've gathered from the customer.

    **Note:** Each deposit service case form has a different set of fields that are based on the selected deposit service.

8.  Select **Save**.


## Result

-   The deposit service case is created the New state and the workflow is triggered.
-   The case is assigned to an assignment group or an agent in the deposit service based on the defined assignment rules.

## What to do next

Collect all the required customer information and submit the application.

1.  In the **Playbook** tab, fill the data in the Initiate stage.​
2.  Submit the application to back-office agents for fulfillment.

**Parent Topic:**[Submitting a deposit service request](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-deposit-operations/submit-deposit-request.md)