Components installed with Financial Services Personal Deposit Operations

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Components Installed with Financial Services Personal Deposit Operations

    The Financial Services Personal Deposit Operations application installs various components, including tables, user roles, and scheduled jobs, along with essential plugins and store applications necessary for its functionality. This setup is crucial for managing deposit services effectively within your organization.

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    Key Features

    • Plugins Installed:
      • Customer Service: Extends tables from Customer Service Management into Financial Services Operations.
    • Store Applications Installed:
      • Financial Services Operations Core: Manages customer data for deposit service requests.
      • Financial Services Document Management: Handles Document Services tasks in workflows.
      • Playbooks for Customer Service Management: Visualizes business process workflows for consistency.
      • CSM Contributor User: Allows middle office teams to create customer request cases.
    • Roles Installed:
      • Deposit Admin: Application-specific admin role for managing deposit operations and data.
      • Deposit Agent: Responsible for creating and managing deposit service cases.
      • Deposit Contributor: Can create and manage cases, requiring a combination with CSM Contributor roles.
      • Deposit Agent Connector: Similar to the Deposit Agent but requires CSM industry data model roles.
      • Deposit Manager: Views performance reports and utilizes Process Mining projects.
      • Deposit Viewer: Has read-only access to deposit service cases and data.
    • Tables Installed:
      • Deposit Base: Extends a foundational table for personal deposit service cases.
      • Personal Deposit Service Case: Stores all personal deposit cases, extending the Deposit Base.
      • Personal Deposit Task: Stores all tasks related to personal deposit cases, extending the Financial Task table.

    Key Outcomes

    By installing these components, ServiceNow customers can efficiently manage personal deposit operations, enabling streamlined case and task management, enhanced collaboration among teams, and improved customer service delivery. This arrangement supports better decision-making through data analytics and process visualization, ensuring a comprehensive approach to deposit service management.

    Several types of components are installed with installation of the Financial Services Personal Deposit Operations application, including tables, user roles, and scheduled jobs. The application also installs related plugins and store applications if they aren’t already installed.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Plugins installed

    Plugin Description
    Customer Service

    [com.sn_customerservice]

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Store applications installed

    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make deposit service requests. For more information, see Financial Services Operations Core.
    Financial Services Document Management Enables the management of Document Services tasks that are used in Financial Services Personal Deposit Operations workflows. For more information, see Integrating with Document Processor.
    Playbooks for Customer Service Management Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see Playbooks for Customer Service Management.
    CSM Contributor User Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.

    Roles installed

    Role title [name] Description Contains roles
    Deposit admin

    [sn_bom_deposit_b2c.admin]

    		 Application-specific system administrator role for deposit operations that can:
    • Grant deposit operations roles
    • Delete deposit service cases and tasks
    • Configure the deposit operations application
    • Create and modify deposit service definitions
    • Read, write, and create access to deposit data
    • sn_bom.service_definition_admin
    • sn_bom_deposit_b2c.agent
    • sn_bom_deposit_b2c.manager
    Deposit agent

    [sn_bom_deposit_b2c.agent]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit service cases and tasks
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_bom_document.b2c_collector
    • sn_bom.deposit_account_viewer
    Deposit contributor

    [sn_bom_deposit_b2c.contributor]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit service cases and tasks until the Initiate and Review stage
    Important:
    For the contributor role to work, it must be combined with one of the CSM Contributor users roles. For more information, see Roles and Personas.
    • sn_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit agent connector

    [sn_bom_deposit_b2c.agent_connector]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit service cases and tasks to fulfill requests for accounts managed by them
    Important:
    For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.
    • sn_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit manager

    [sn_bom_deposit_b2c.manager]
    • View the Performance Analytics reports in the deposit operations dashboard
    • Use Process Mining projects for deposit operations processes
    • pa_viewer
    • sn_bom_deposit_b2c.agent
    Deposit viewer

    [sn_bom_deposit_b2c.viewer]

    		 Has read-only access to all deposit service cases and related data
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    Table Description
    Deposit Base

    [sn_bom_deposit_b2c_base]

    		 Personal Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base [sn_bom_case] table.
    Personal Deposit Service Case

    [sn_bom_deposit_b2c_service]

    		 Stores all personal deposit cases. This table extends the Deposit Base [sn_bom_deposit_b2c_base] table.
    Personal Deposit Task

    [sn_bom_deposit_b2c_task]

    		 Stores all deposit tasks for all personal deposit cases. This table extends the Financial Task [sn_bom_task] table.