Business Deposit Operations dashboard
Summarize
Summary of Business Deposit Operations Dashboard
The Financial Services Business Deposit Operations dashboard provides insights into the performance of deposit service requests within your organization. It allows users to monitor the status of cases, analyze trends, and access detailed information efficiently. The dashboard has been modernized for enhanced user experience, enabling users to view closed cases that breached Service Level Agreements (SLAs), identify open cases needing attention, and evaluate average closing times of deposit cases.
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Key Features
- Access Control: Requires specific ServiceNow AI Platform roles for viewing and editing the dashboard, including snbomdepositb2b.manager for viewing and snbomdepositb2b.admin, snbompa.admin, and paadmin for editing.
- Access Method: Navigate through Workspaces > Financial Services Workspace > Analytics Center or All > Deposit Operations > Analytics.
- Use Cases: Tailored for different user roles, such as deposit managers and admins, enabling them to track case statuses, monitor trends, and customize views based on specific deposit services.
Key Outcomes
By utilizing the dashboard, users can effectively monitor and manage deposit service requests, ensuring timely responses to open cases and improving overall operational efficiency. The insights gained from the dashboard help in decision-making processes, allowing teams to maintain SLAs and enhance service delivery for deposit operations.
With the Financial Services Business Deposit Operations dashboard, you can get an insight into how your team and business are performing for deposit service requests received for your financial services. You can monitor the status of deposit service cases, see trends, and drill down into the details from a single view.
For any time period that you specify, you can view the details for the closed cases that breached an SLA, the open cases that need immediate attention, and the average closing times of the deposit cases.
Required ServiceNow AI Platform roles
- sn_bom_deposit_b2b.manager, needed to see the dashboard widgets and data.
- sn_bom_deposit_b2b.admin, sn_bom_pa.admin, and pa_admin, needed to edit the dashboard.
Access the Financial Services Business Deposit Operations dashboard
To access the Financial Services Business Deposit Operations dashboard, navigate to (
).
Alternatively, you can navigate to .
You can also access the dashboard from the Platform Analytics Workspace. For more information about the Platform Analytics Workspace, see Analytics Center.
If you have upgraded from an earlier version, you can access the existing Core UI dashboard layout as usual by navigating to .
Use cases
| User | Dashboard use |
|---|---|
| Deposit manager | Needs to gain visibility into the status of the deposit cases and do the following tasks:
|
| Deposit admin | Needs to be able to customize views. |
Indicators
- B2B Deposit.Originate deposit account created cases
- Number of the deposit cases that were created today where the deposit service is Originate deposit account.
- B2B Deposit.Add financial relationship created cases
- Number of the deposit cases that were created today where the deposit service is Add financial relationship.
- B2B Deposit.Add standing order created cases
- Number of the deposit cases that were created today where the deposit service is Add standing order.
- B2B Deposit.Cancel standing order created cases
- Number of the deposit cases that were created today where the deposit service is Cancel standing orders.
- B2B Deposit.modify standing order created cases
- Number of the deposit cases that were created today where the deposit service is Modify standing order.
- B2B Deposit.Failed standing order created cases
- Number of the deposit cases that were created today where the deposit service is Failed standing order.
- B2B Deposit.Close deposit account created cases
- Number of the deposit cases that were created today where the deposit service is Close deposit account.
- B2B Deposit.modify standing order open cases
- Number of the open deposit cases that day where the deposit service is Modify standing order.
- B2B Deposit.Originate deposit account open cases
- Number of the open deposit cases that day where the deposit service is Originate deposit account.
- B2B Deposit.Add standing order open cases
- Number of the open deposit cases that day where the deposit service is Add standing order.
- B2B Deposit.Failed standing order open cases
- Number of the open deposit cases that day where the deposit service is Failed standing order.
- B2B Deposit.Cancel standing order open cases
- Number of the open deposit cases that day where the deposit service is Cancel standing orders.
- B2B Deposit.Add financial relationship open cases
- Number of the open deposit cases that day where the deposit service is Add financial relationship.
- B2B Deposit.Close deposit account open cases
- Number of the open deposit cases that day where the deposit service is Close deposit account.
- B2B Deposit.Number of account closure closed cases checkings
- Number of the deposit cases that were closed today where the deposit service is Close deposit account and the deposit account is Business Checking Account.
- B2B Deposit.Number of account closure closed cases savings
- Number of the deposit cases that were closed today where the deposit service is Close deposit account and the deposit account is Business Saving Account.
- B2B Deposit.Number of originate closed cases checking
- Number of the deposit cases that were closed today where the deposit account is Business Checking Account.
- B2B Deposit.Number of originate closed cases savings
- Number of the deposit cases that were closed today where the deposit service is Originate deposit account and the deposit account is Business Saving Account.
- B2B Deposit.Number of created cases savings
- Number of the deposit cases that were created today where the deposit account is Business Saving Account and the deposit service is not Originate deposit account or Close deposit account.
- B2B Deposit.Number of created cases checkings
- Number of the deposit cases that were created today where the deposit account is Business Checking Account and the deposit service is not Originate deposit account or Close deposit account.
- B2B Deposit.Number of open cases
- Number of the open deposit cases that day where the breakdown is Age.
- B2B Deposit.Number of closed cases
- Number of the deposit cases that were closed today with the Age and Service breakdowns.
- B2B Deposit.Number of closed cases with sla
- Number of the deposit cases that were closed that day within an SLA. The indicator is used to compare the number of cases closed that met an SLA versus the number of cases that breached an SLA.
- B2B Deposit.Number of closed cases with breached sla
- Number of the deposit cases that were closed that day that breached an SLA.
- B2B Deposit.Number of open cases breached sla
- Number of the open deposit cases that day that breached an SLA.
- B2B Deposit.Open Cases with SLA Breached greater than 80%
- Number of the open deposit cases that day where an SLA-elapsed percentage is greater than 80 percent.
- B2B Deposit.Summed duration of closed cases
- Number of hours to close the deposit cases that day with the Age and Service breakdowns.
- B2B Deposit.Average time to close case
- Average number of hours to close the deposit cases where breakdown is Service. The score is calculated according to this formula:
[B2B Deposit.Summed duration of closed cases]/[B2B Deposit.Number of closed cases]
Breakdowns
- Age
- Service