---
title: Using Financial Services Treasury Operations
description: Learn how contributors and agents use the Financial Services Treasury Operations application to initiate, research, and resolve the treasury cases.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-treasury-operations/using-treasury-ops.html
release: australia
product: Financial Services Treasury Operations
classification: financial-services-treasury-operations
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Treasury Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Using Financial Services Treasury Operations

Learn how contributors and agents use the Financial Services Treasury Operations application to initiate, research, and resolve the treasury cases.

## Workspace

Contributors and back-office agents use personalized Workspace to work on all aspects of treasury cases. Workspace enables agents to do the following:

-   Monitor workload and performance
-   Focus on high-priority items
-   Easily navigate across tasks

For more information, see [Workspaces](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-workspace.md).

<table id="table_qy1_452_wrb"><thead><tr><th>

User

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Treasury contributor

</td><td>

Creates and tracks treasury service cases for accounts managed by them.

</td></tr><tr><td>

Treasury agent

</td><td>

Works on treasury service cases and treasury tasks.

</td></tr><tr><td>

Treasury agent connector

</td><td>

Creates and works on treasury cases and tasks to fulfil requests for accounts managed by them.

</td></tr><tr><td>

Document agent

</td><td>

Works on document tasks for treasury service cases.

</td></tr><tr><td>

Treasury admin

</td><td>

Configures the treasury workspace as per business requirements. For more information, see [Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-csm-workspace-fso-apps.md).

</td></tr></tbody>
</table>## Automated workflows

Predefined workflows for treasury cases are available with the application.

When a customer requires a treasury product, a treasury contributor initiates a case and updates its details, triggering the workflow. The flow triggers various tasks from the case and the assignment rules route these tasks to the appropriate back-office agents such as treasury and document agent. The agents work on these tasks to fulfill the treasury product request.

For more information, see [Financial Services Treasury Operations workflows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/fso-treasury-ops-workflow.md).

## Case playbook

Using the case playbook, treasury contributor and agents review and work on their cases and tasks. The playbook provides end-to-end life cycle for the tasks performed during the case handling process, from the time a case is logged to the final resolution and communication to the customer.

## Dashboard

Performance Analytics give business owners an insight into how the team and business is performing. A dashboard with pre-configured reports and customizable views is available with the application.

For more information, see [Treasury Operations dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/fso-treasury-ops-dashboard.md).

-   **[Financial Services Treasury Operations workflows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/fso-treasury-ops-workflow.md)**  
The Financial Services Treasury Operations application installs automated workflows that can be configured for any treasury service. These workflows create cases and route tasks to the treasury and document agents.
-   **[Create a treasury service case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/create-fso-treasury-service-case.md)**  
Begin the treasury service application process by creating a treasury case on behalf of your customer.
-   **[Submit a treasury service case for fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/submit-treasury-service-application.md)**  
Collect all required information about the customer and submit the case to back-office agents for fulfillment.
-   **[Work on a treasury service case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/work-treasury-service-case.md)**  
Work on a treasury case to collect applicant information, ensure that any outstanding tasks are completed, and fulfill the treasury product request.
-   **[Work on a document task to generate agreement documents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/work-document-task-treasury-ops.md)**  
Work on a document task to generate customer agreement documents that are required to activate the treasury product.
-   **[Work on a treasury task for due diligence or fulfillment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/work-fso-treasury-task.md)**  
Work on a treasury task to perform due diligence or fulfillment activities for the parent treasury service case.

**Parent Topic:**[Financial Services Treasury Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/fso-treasury-ops-landing-page.md)