Components installed with Financial Services Personal Loan Operations
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Summary of Components installed with Financial Services Personal Loan Operations
The Financial Services Personal Loan Operations application installs various components essential for managing personal loans, including tables, user roles, plugins, and store applications. This comprehensive setup ensures that all necessary functionalities are available for effective loan operation management.
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Key Features
- Plugins Installed:
- Customer Service: Extends tables from the Customer Service Management application into Financial Services Operations.
- Store Applications Installed:
- Financial Services Operations Core: Manages customer data for loan service requests.
- Financial Services Credit Operations: Handles Credit service cases in loan operations workflows.
- Document Processor: Manages document services tasks in loan operations.
- Playbooks for Customer Service Management: Visualizes business process workflows to ensure consistent responses.
- Roles Installed:
- Loan Admin: System administrator for personal loans, capable of managing roles, cases, and service definitions.
- Loan Agent: Manages and views loan case statuses.
- Loan Contributor: Submits service requests and manages inbound documents.
- Loan Agent Connector: Works on loan requests, requiring a combination with CSM industry roles.
- Loan Manager: Accesses the Personal Loan Operations dashboard and utilizes process mining.
- Loan Viewer: Views loan cases and related data.
- Tables Installed:
- Loan Base: Serves as the foundational table for loan service cases.
- Loan Service Case: Stores all personal loan service cases.
- Loan Task: Stores all personal loan tasks.
Key Outcomes
By installing the Financial Services Personal Loan Operations application, users gain access to a structured environment for managing personal loans efficiently. The defined roles and installed components enable effective tracking, management, and processing of loan operations, ensuring streamlined workflows and improved customer service capabilities.
Several types of components are installed with the installation of the Financial Services Personal Loan Operations application, including tables and user roles. The application also installs related plugins and store applications if they are not 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.
Demo data is available for this feature.
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 loan service requests. For more information, see Financial Services Operations Core. |
| Financial Services Credit Operations | Enables the management of Credit service cases and tasks that are used in loan operations workflows. For more information, see Components installed with Financial Services Credit Operations. |
| Document Processor | Enables the management of document services tasks that are used in loan 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. |
Roles installed
These roles correspond to Personal Loan Operations.
| Role title [name] | Description | Contains roles |
|---|---|---|
| Loan admin [sn_bom_loan.b2c_admin] |
Application-specific system administrator role for personal loans that can:
Note:
The sn_bom.admin role contains the sn_bom_loan.b2c_admin role when the Financial Services Personal Loan Operations application is installed. |
|
| Loan agent [sn_bom_loan.b2c_agent] |
|
|
| Loan contributor [sn_bom_loan.contributor] |
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. |
|
| Loan agent connector [sn_bom_loan_b2c.agent_connector] |
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. |
|
| Loan manager [sn_bom_loan.b2c_manager] |
|
|
| Loan viewer [sn_bom_loan.b2c_viewer] |
View loan cases and related data |
|
Tables installed
These tables correspond to Personal Loan Operations.
| Table | Description |
|---|---|
| Loan Base [sn_bom_loan_base] |
Loan Service Case table extends the Loan Base table. Loan Base table extends the Case [sn_customerservice_case] table. |
| Loan Service Case [sn_bom_loan_service] |
Stores all personal loan service cases. This table extends the Loan Base [sn_bom_loan_base] table. |
| Loan Task [sn_bom_loan_task] |
Stores all personal loan tasks. This table extends the Financial Task [sn_bom_task] table. |