--- sourceDocument: Australia Financial Services Operations sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations Release : - australia ft:locale : - de-DE ft:publication_title : - Australia Financial Services Operations ft:clusterId : - finso bundleId : - finso workflow : - Customer and Industry --- # Components installed with Life Servicing # Components installed with Individual Life Servicing {#ariaid-title1} * Freigeben Version: Australia * * Aktualisiert 12. März 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 Minuten Lesedauer Several types of components are installed with activation of the Individual Life Servicing plugin, including tables and user roles. Hinweis: 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](https://www.servicenow.com/docs/access?context=find-components&version=australia&pubname=australia-platform-administration&ft:locale=en-US). ## Plugins installed {#components-installed-individual-life-servicing__entry__2} | Plugin name | Description | |-|-| | Customer Service \[com.sn_customerservice\] | Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. | | Individual Life Insurance Underwriting Operations \[sn_ins_indiv_uw\] | Enables insurance carriers to route service requests to underwriters based on their existing underwriting guidelines and rules. Underwriters can collaborate with distribution and servicing teams though a workflow. | [Tabelle : 1. Plugins installed with the Individual Life Servicing application] ## Store applications installed {#components-installed-individual-life-servicing__entry__8} | Store application | Description | |-|-| | Financial Services Operations Core | Stores the customer data that is needed to make policy service requests. For more information, see [Financial Services Operations Core](https://servicenow-prod.fluidtopics.net/mk84aCKCg1Y5Y0XIg0VO2w "The Financial Services Operations (FSO) Core application provides a framework to enable financial institutions to organize and manage their data effectively to meet their business needs. This section introduces FSO Core and explains its purpose and key data design components."). | | Individual Life Insurance Underwriting Operations | Enables management of individual policy underwriting services tasks that are used in insurance policy service workflows. For more information, see [Components installed with Individual Life Underwriting](https://servicenow-prod.fluidtopics.net/kK_XMMlVBsoLOp8H2HtgQA "Several types of components are installed with activation of the Individual Life Underwriting plugin, including tables and user roles."). | | Document Processor | Enables management of document services tasks that are used in insurance policy service cases. For more information, see [Integrating with Document Processor](https://servicenow-prod.fluidtopics.net/6Fep7Wnge3jAJALJFf6NQA "ServiceNow Financial Services Document Processor enables other Financial Services Operations applications to collect and verify documents that are used in workflows across these applications. You can submit documents for verification​, and request deferment​ or exception."). | | 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](https://www.servicenow.com/docs/access?context=customer-service-case-playbooks&version=australia&pubname=australia-customer-service-management&ft:locale=en-US). | | CSM Contributor User | Enables middle office teams to create cases for customer requests. For more information, see [CSM Contributor User](https://www.servicenow.com/docs/access?context=config-contributor-user&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) [Configure Contributor Users](https://www.servicenow.com/docs/access?context=config-contributor-user&version=australia&pubname=australia-customer-service-management&ft:locale=en-US). | [Tabelle : 2. Store applications installed with the Individual Life Servicing application] ## Roles installed {#components-installed-individual-life-servicing__entry__21} | Role title \[name\] | Description | Contains roles | |-|-|-| | Individual policy admin \[sn_ins_indiv_life.admin\] | * Grant individual insurance servicing roles * Delete individual policy cases and tasks * Configure Individual Life Servicing application * Create and modify individual policy service definitions * Has read, write, and create access to individual policy data | * sn_bom.service_definition_admin * sn_ins_indiv_life.line_writer * sn_ins_indiv_life.processor * sn_ins_indiv_life.processor_connector {#components-installed-individual-life-servicing__ul_d3z_p5z_vdb} | | Individual life manager \[sn_ins_indiv_life.manager\] | * View the Performance Analytics reports in the Individual Life Servicing dashboard * Use Process Mining projects for insurance operations processes | * sn_ins_indiv_life.processor * sn_ins_indiv_life.processor_connector {#components-installed-individual-life-servicing__ul_bnz_3yz_g5b} | | Individual policy processor \[sn_ins_indiv_life.processor\] | * Submit individual insurance policy service requests * View the status of individual insurance policy cases, underwriting tasks, and document services tasks * Record interactions | * sn_ins_indiv_life.line_writer * sn_doc_processor.agent * sn_ins_indiv_uw.viewer * sn_bom.indiv_life_policy_viewer * sn_bom.indiv_disab_policy_viewer * sn_bom.b2b_agent * sn_bom.b2c_agent | | Individual policy processor connector \[sn_ins_indiv_life.processor_connector\] | * Access and view the status of individual life and disability policy cases, underwriting tasks, and document services tasks for customer accounts managed by them. * Create, update, and close cases and tasks for customer accounts managed by them * Record interactions {#components-installed-individual-life-servicing__ul_ohv_bfs_g5b} | * sn_ins_indiv_life.viewer * sn_doc_processor.agent * sn_ins_indiv_life.line_writer * sn_sla_definition_read * sn_bom.customer_data_viewer * sn_ins_indiv_uw.viewer * sn_bom.viewer * sn_bom.indiv_life_policy_viewer * sn_bom.indiv_disab_policy_viewer * sn_bom.account_data_viewer * sn_bom.agent * sn_ins_indiv_life.line_viewer {#components-installed-individual-life-servicing__ul_mpt_tgs_g5b} | | Individual policy contributor \[sn_ins_indiv_life.contributor\] | Create and track policy service cases for accounts managed by them. Wichtig: 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](https://servicenow-prod.fluidtopics.net/IrRa5xztFFnnBmVlX8cgbg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * sn_bom.service_viewer * sn_ins_indiv_life.lineinfo_writer * sn_sla_definition_read * sn_bom.customer_data_viewer * sn_ins_indiv_uw.viewer * sn_bom.b2c_contributor * sn_bom.indiv_life_policy_viewer * sn_bom.indiv_disab_policy_viewer * sn_bom.account_data_viewer * sn_customerservice.csm_workspace_user * sn_bom.b2b_contributor * sn_ins_indiv_life.line_viewer * sn_bom.ins_policy_viewer | | Individual policy viewer \[sn_ins_indiv_life.viewer\] | View individual insurance policy cases and related data | * sn_bom.ref_data_viewer * sn_bom.service_definition_read * sn_bom.customer_data_viewer * sn_bom.indiv_life_policy_viewer * sn_ins_indiv_life.info_viewer * sn_bom.ins_policy_viewer | [Tabelle : 3. Roles installed with the Individual Life Servicing application] ## Tables installed {#components-installed-individual-life-servicing__entry__41} | Table | Description | |-|-| | Individual Life Policy Base \[sn_ins_indiv_life_base\] | Policy Base table extends the Case \[sn_customerservice_case\] table. | | Individual Life Policy Case \[sn_ins_indiv_life_service\] | Policy Service Case table extends the Policy Base table. Stores all policy service cases for consumer services for the Individual Life Servicing | | Individual Life Policy Task \[sn_ins_indiv_life_task\] | This table extends the Financial Task \[sn_bom_task\] table. Stores all policy tasks for policy services for the Individual Life Servicing | | Policy Coverage Line \[sn_ins_indiv_life_coverage_line\] | This is an Info table which stores the changes to coverages of policy services for the Individual Life Servicing | [Tabelle : 4. Store applications installed with the Individual Life Servicing application]