Components installed with Business Lifecycle

Australia Financial Services Operations

Release

australia

ft:locale

pt-BR

ft:publication_title

Australia Financial Services Operations

ft:clusterId

finso

bundleId

finso

workflow

Customer and Industry

Components installed with Financial Services Business Lifecycle

Versão de lançamento: Australia

Atualizado 12 de mar. de 2026

3 min. de leitura

Several types of components are installed with the activation of the Financial Services Business Lifecycle (sn_bom_clo_b2b) plugin, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.

Nota:

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

Tabela 1. Plugins installed with activation of the Financial Services Business Lifecycle application
Plugin	Description
Customer Service (com.sn_customerservice)	Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

Roles installed

Tabela 2. Roles installed with activation of the Financial Services Business Lifecycle application
Role title [name]	Description	Contains roles
Account Administrator [sn_bom_clo_b2b.admin]	In addition to admin privileges, this role gives access to all Financial Services Business Lifecycle operations data. Create users Grant roles and assign users to groups Configure the CLO application Add, modify, and delete field options	sn_bom.service_definition_admin sn_bom_clo_b2b.account_lifecycle_agent
Account Manager [sn_bom_clo_b2b.manager]	This role provides all Financial Services Business Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects.	pa_viewer sn_bom_clo_b2b.account_lifecycle_agent
CLO contributor [sn_bom_clo_b2b.contributor]	Create CLO service cases and enter case data View the overall status of cases Work on CLO service cases and tasks until the Initiate and review stage Importante: 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_bom.account_viewer sn_bom_credit_asmt.b2b_viewer sn_bom.service_definition_read sn_bom_kyc.b2b_account_viewer sn_sla_definition_read sn_bom_document.b2b_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.account_data_viewer sn_customerservice.csm_workspace_user sn_bom.b2b_contributor sn_bom_document.b2b_collector
CLO agent connector [sn_bom_clo_b2b.agent_connector]	Create CLO service cases and enter case data View the overall status of cases Work on CLO service cases and tasks to fulfill requests for accounts managed by them Importante: 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_bom_credit_asmt.b2b_viewer sn_bom_kyc.b2b_account_viewer sn_sla_definition_read sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_document.b2b_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.viewer sn_bom.account_data_viewer sn_bom.agent sn_bom_document.b2b_collector
Account Lifecycle Agent [sn_bom_clo_b2b.account_lifecycle_agent]	This role gives access to all Financial Services Business Lifecycle data. Create cases and enter case data Assign tasks to self or other agents Enter and update applicant information Perform various verification tasks Approve accounts Close cases	sn_bom.account_viewer sn_bom_credit_asmt.b2b_viewer sn_bom_kyc.b2b_account_viewer sn_bom_clo_b2b.contact_lifecycle_agent sn_bom_document.b2b_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.b2b_agent sn_bom_document.b2b_collector
Contact Lifecycle Agent [sn_bom_clo_b2b.contact_lifecycle_agent]	This role gives access to Contact Lifecycle operation data. Create contact cases and enter data Assign tasks to self or other agents Enter and update contact information Perform various verification tasks Close contact cases	sn_bom_credit_asmt.b2b_viewer sn_bom_kyc.b2b_account_viewer sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_document.b2b_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.b2b_agent sn_bom_document.b2b_collector
Account Lifecycle Viewer [sn_bom_clo_b2b.account_lifecycle_viewer]	This role gives read-only access to all Account Lifecycle operations data.	sn_bom_clo_b2b.contact_lifecycle_viewer sn_bom.service_definition_read
Contact Lifecycle Viewer [sn_bom_clo_b2b.contact_livecycle_viewer]	This role gives read-only access to all Financial Services Business Lifecycle data.	sn_bom.service_definition_read
Know Your Customer Admin [sn_bom_kyc.admin]	This role gives access to all KYC operations data and grants admin privileges.	sn_bom.service_definition_admin sn_bom_kyc.b2c_customer_agent sn_bom_kyc.b2b_account_agent sn_bom_kyc.b2b_contact_agent
Know Your Customer Contact Agent [sn_bom_kyc.b2b_contact_agent]	This role gives access to all Business KYC operations contact data.	sn_bom_clo_b2b.contact_lifecycle_viewer sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_credit_asmt.b2b_viewer sn_bom_kyc.b2b_account_viewer sn_bom_document.b2b_viewer sn_bom.b2b_agent
KYC Account Agent [sn_bom_kyc.b2b_account_agent]	This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data.	sn_bom_credit_asmt.b2b_viewer sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_document.b2b_viewer sn_bom.b2b_agent sn_bom_kyc.b2b_contact_agent
KYC Contact Viewer [sn_bom_kyc.b2b_contact_viewer]	This role grants read-only views of Financial Services Know Your Customer account contact information.	sn_bom.service_definition_read
KYC Account Viewer [sn_bom_kyc.b2b_account_viewer]	This role grants read-only views of Financial Services Know Your Customer account information.	sn_bom.service_definition_read sn_bom_kyc.b2b_contact viewer

Store applications installed

Tabela 3. Store applications installed with activation of the Financial Services Business Lifecycle application
Store application	Description
Financial Services Operations Core	Stores the data that is needed to create Customer Lifecycle Operations cases. 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 Customer Lifecycle Operations workflows. For more information, see Components installed with Financial Services Credit Operations.
Financial Services Know Your Customer (KYC)	Enables KYC Agents to review and evaluate the eligibility of new account applicants.
CSM Playbook	Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations.
CSM Contributor User	Enables middle office teams to engage in resolving customer issues and requests.

Tables installed

Tabela 4. Tables installed with activation of the Financial Services Business Lifecycle application
Table	Description
Customer Lifecycle Base [sn_bom_clo_b2b_base]	Customer Lifecycle Base table extends the Financial Services Base [sn_bom_case] table.
Account Lifecycle Service Case [sn_bom_clo_b2b_account_service]	Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table.
Account Lifecycle Task [sn_bom_clo_b2b_account_task]	Account Lifecycle Task Case extends the Financial Task [sn_bom_task] table.
Contact Lifecycle Service Case [sn_bom_clo_b2b_contact_service]	Contact Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table.
Contact Lifecycle Task [sn_bom_clo_b2b_contact_task]	Contact Lifecycle Task extends the Financial Task [sn_bom_task] table.