Components installed with Financial Services Payment Operations

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Several types of components are installed with the installation of the Financial Services Payment Operations application, 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 application.

    Plugins installed

    Tabela 1. Plugins installed with Financial Services Payment Operations
    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

    Tabela 2. Store applications installed with Financial Services Payment Operations
    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make payment requests. For more information, see Financial Services Operations Core.

    Roles installed

    Tabela 3. Roles installed with Financial Services Payment Operations
    Role title [name] Description Contains roles

    Payment admin [sn_bom_payment.admin]

    		 Application-specific system administrator role that can:
    • Grant payment operations roles
    • Delete payment cases and tasks
    Nota:
    The sn_bom.admin role contains the sn_bom_payment.admin role when the Financial Services Payment Operations application is installed.
    • sn_bom_payment.inquiry_agent
    • sn_bom_payment.inquiry_viewer
    • sn_bom_payment.claim_agent
    • sn_bom_payment.claim_viewer
    Claim agent

    [sn_bom_payment.claim_agent]
    • View the overall status of claim cases
    • Create claim cases
    • Work on claim cases, debit approvals, and claim tasks
    • Record interactions
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom_payment.inquiry_viewer
    • sn_esm_agent
    • sn_bom_payment.claim_viewer
    Payment contributor

    [sn_bom_payment.contributor]
    • Submit payment inquiry requests
    • Submit payment claim requests for internal claims
    • View the status of payment inquiry and claim cases
    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_sla_definition_read
    • sn_bom.b2c_contributor
    • sn_bom.account_data_viewer
    • sn_bom_payment.inquiry_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom.deposit_account_viewer
    • sn_bom_payment.claim_viewer
    Claim agent connector

    [sn_bom_payment.claim_agent_connector]
    • Create claim cases
    • Work on claim cases, debit approvals, and claim tasks 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.ref_data_viewer
    • sn_sla_definition_read
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_payment.inquiry_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_payment.claim_viewer
    Inquiry agent connector

    [sn_bom_payment.inquiry_agent_connector]
    • Create inquiry cases
    • Work on payment inquiry cases and inquiry tasks 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.ref_data_viewer
    • sn_sla_definition_read
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_payment.inquiry_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_payment.claim_viewer
    Claim viewer

    [sn_bom_payment.claim_viewer]

    		 View claim cases and related data
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.customer_data_viewer
    Inquiry agent

    [sn_bom_payment.inquiry_agent]
    • View the overall status of payment inquiry cases
    • Work on payment inquiry cases and inquiry tasks
    • Record interactions
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom_payment.inquiry_viewer
    • sn_esm_agent
    • sn_bom_payment.claim_viewer
    Inquiry viewer

    [sn_bom_payment.inquiry_viewer]

    		 View inquiry cases and related data
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.customer_data_viewer
    Payment manager

    [sn_bom_payment.manager]
    • View the Payment Operations dashboard
    • Use Process Mining for Payment Operations processes
    • sn_bom_payment.inquiry_agent
    • pa_viewer
    • sn_bom_payment.claim_agent

    Tables installed

    Tabela 4. Tables installed with Financial Services Payment Operations
    Table Description
    Payment Base

    [sn_bom_payment_base]

    		 Claim, Payment Inquiry Case, and Payment Service tables extend the Payment Base table.
    Claim

    [sn_bom_payment_claim]

    		 Stores all payment claim cases.
    Claim Task

    [sn_bom_payment_claim_task]

    		 Stores all claims tasks.
    Debit Instruction

    [sn_bom_payment_debit_instruction]

    		 Stores all debit instructions for all refunds.
    Payment Inquiry Case

    [sn_bom_payment_inquiry]

    		 Stores all payment inquiry cases.
    Inquiry Task

    [sn_bom_payment_inquiry_task]

    		 Stores all payment inquiry tasks.
    Receiving Transaction

    [sn_bom_payment_m2m_receiving_transaction]

    		 Stores all financial transactions that the receiving customers and accounts received.
    Sender Transaction

    [sn_bom_payment_m2m_sender_transaction]

    		 Stores all financial transactions (deposit) that sender customers sent.
    Payment Service

    [sn_bom_payment_service]

    		 Stores all payment service cases for debit approvals.