Financial Services Business Deposit Operations release notes
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Summary of Financial Services Business Deposit Operations release notes
The Financial Services Business Deposit Operations application on the ServiceNow Store is regularly updated to enhance deposit service management, improve case handling, support localization, strengthen security, and optimize user experience. These release notes detail the evolution of the application from May 2022 through April 2026, highlighting key new features, updates, fixes, and removals relevant to ServiceNow customers managing business deposit operations.
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Key Features and Updates
- Data Integration and Service Management: The addition of a deposit service table as a source for AIS improves data integration and insights (v3.7.0, April 2026).
- Case Management Enhancements: Transition to native Customer Service Management (CSM) Case Type Selector with Agent and User Criteria support replaces custom logic, standardizing case handling and reducing maintenance (v3.7.0).
- Localization Support: Multiple releases included expanded translations and configuration modifications to support global users effectively (v3.4.1 and v3.2.0).
- User Interface and Experience: Migration to updated UI layout and added UX page properties for Agent Assist enhance navigation and agent productivity (v3.1.0 and v2.4.0).
- Security and Access Control: Security improvements such as ACL fixes, role updates, and removal of deprecated roles bolster overall platform security (v3.3.0, v3.2.0, and earlier releases).
- Document Handling: Integration with Document Template for document signing and updated document verification workflows streamline document processing (v2.1.0 and v2.0.0).
Key Outcomes for ServiceNow Customers
- Improved Operational Efficiency: Standardized case type handling and enhanced data sources enable more consistent and insightful deposit operations management.
- Enhanced User Experience: Updated UI layouts and agent-focused features facilitate smoother workflows and better support for agents and users.
- Stronger Security Posture: Security fixes and role management reduce risks and ensure appropriate access control aligned with best practices.
- Better Global Support: Localization updates enable deployment in diverse geographic regions with appropriate language support.
- Streamlined Document Processes: Document signing and verification integrations simplify compliance and processing of deposit-related documents.
ServiceNow customers leveraging Financial Services Business Deposit Operations can expect ongoing enhancements that align with evolving business needs, system improvements, and security standards, ensuring robust and efficient management of business deposit services.
Version history for the Financial Services Business Deposit Operations application on the ServiceNow Store.
Important:
For details on system requirements and family compatibility, view the application
listing on the ServiceNow Store
website.
Version history
- Version 3.7.0 - April 2026
- New: Added deposit service table as a source for AIS, enabling better data integration and insights.
- Updated: FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
- Version 3.6.0 - March 2026
- Updated: Updated the read-only option to 'Strict Read Only' for read-only fields
- Version 3.4.1 - August 2025
- Changed: Included additional translations to support localization for Q4.
- Version 3.3.1 - February 2025
- Fixed
: Republish the playbook to fix the b2b relationship contributor not being able to access case after creation.
- Version 3.3.0 - November 2024
- New: Added scope flow executor role to subflows
- Fixed: ACL bypass with UX screen condition security fix
- Version 3.2.2 - September 2024
- Fixed: FSO Remote Lookup was not working on Voltron. Added event mapping for remote lookup to work on Votron.
- Version 3.2.0 - May 2024
-
- New:
- Migrated data from FSO service category (sn_bom_service_definition_category) table to CSM service category(sn_csm_case_types_service_category) and relationship tables
- Added new menus for Next experience dashboard
- Changed: Modified configuration for localization support
- Removed: Deprecated sn_bom_deposit_b2c.requestor role and related UI actions
- New:
- Version 3.1.0 - February 2024
- Changed:
- Migrated landing pages to UIB layout 3.0
- Upgraded snc-app-parent version to 5.1.0.16
- Changed:
- Version 2.4.2 - November 2023
- Changed: Moved product model demo data from 'sn_bom_deposit_account_model' table to 'sn_ent_deposit_account_model' table.
- Version 2.4.1 - August 2023
- New
- Added localization changes
- Fixed
- Updated landing page's case report filter condition to dynamic for the assignment group field.
- New
- Version 2.4.0 - May 2023
- New:
- Added UX page properties for the Agent Assist on Voltron record page.
- Added localization changes.
- Fixed: Fixed data issue for 'other's customer cases' option in Agent Assist.
- New:
- Version 2.3.0 - February 2023
- Changed:
- Updated contributor roles
- Updated UI actions for case
- Changed:
- Version 2.2.0 - November 2022
- New: Add business location functionality
- Fixed: Fixed dark theme issues
- Version 2.1.0 - August 2022
- New: Added configuration for document signing with integration to Document Template
- Version 2.0.0 - May 2022
- New:
- Security-related additions
- Added decision table for defining document rules
- Changed: Updated Flows and Process automation designer to use Document Processor actions and activity definitions for document verification
- Fixed: Added icon for all catalog items
- Removed:
- Removed inbound/outbound document creation actions and activity definitions for flows and Process automation
- Removed Financial Services Document Management plugin dependency
- New: