---
title: Configure Financial Services Payment Operations
description: Review the components that are installed with the Financial Services Payment Operations application and modify as needed for your organization's business needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-payment-operations/configure-payment-operations.html
release: australia
product: Financial Services Payment Operations
classification: financial-services-payment-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Payment Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Configure Financial Services Payment Operations

Review the components that are installed with the Financial Services Payment Operations application and modify as needed for your organization's business needs.

## Before you begin

Make sure that the Financial Services Payment Operations application is installed.

Role required: sn\_bom\_payment.admin and admin

## Procedure

1.  Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.

    For more information, see [Import your financial data using import sets](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/import-financial-accounts-products-institutions.md).

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

    |Task|Description|
    |----|-----------|
    |**Configure service definitions**|[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 payment service cases and tasks.|
    |**Configure record producers**|[Create or modify record producers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/create-modify-record-producers-fso-apps.md) to define request forms.|
    |**Edit or create new flows**|[Edit or create new flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-flow-designer-flows-fso-apps.md) using Workflow Studio.|
    |**Modify interceptors and workspace record type selectors**|[Modify interceptors and workspace record type selectors](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-request-types-fso.md) to configure payment request types.|
    |**Configure Service Level Agreements \(SLAs\)**|[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 payment service cases and tasks.|
    |**Configure user groups**|[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.|
    |**Configure assignment rules**|[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.|
    |**Configure properties**|[Configure properties](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-payment-operations/properties-installed-with-payment-operations.md) for payment operations.|