Components installed with Financial Services Business Loan Operations
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Summary of Components Installed with Financial Services Business Loan Operations
The Financial Services Business Loan Operations application installs various components, including tables, user roles, and plugins, essential for managing business loan operations. Some components may require existing installations to function correctly. The Application Files table provides a comprehensive list of installed components.
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Key Features
- Plugins Installed:
- Customer Service: Extends tables from Customer Service Management into Financial Services Operations applications.
- Store Applications Installed:
- Financial Services Operations Core: Manages customer data for loan service requests.
- Financial Services Credit Operations: Handles credit service cases and tasks in loan workflows.
- Document Processor: Manages document services tasks for loan operations.
- Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
- Roles Installed:
- Loan Admin: Configures the application, manages loan service definitions, and has full access to loan data.
- Loan Agent: Oversees loan case status and fulfills loan requests.
- Loan Contributor: Submits loan requests and manages documents, requiring integration with CSM Contributor roles.
- Loan Agent Connector: Similar to Loan Agent, but requires integration with CSM industry data model roles.
- Loan Manager: Views dashboards and utilizes Process Mining for loan processes.
- Loan Viewer: Accesses loan cases and data.
- Tables Installed:
- Loan Base: The primary table for loan service cases extending the Case table.
- Loan Service Case: Stores all business loan service cases, extending the Loan Base table.
- Loan Task: Stores all loan tasks, extending the Financial Task table.
Key Outcomes
With these components, ServiceNow customers can effectively manage business loan operations, streamline service requests, and enforce consistent workflows. The integration of roles ensures that users can access necessary functionalities tailored to their responsibilities, ultimately enhancing operational efficiency and customer service quality.
Several types of components are installed with the installation of the Financial Services Business Loan Operations application, including tables and user roles. 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.
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 Business Loan Operations.
| Role title [name] | Description | Contains roles |
|---|---|---|
| Loan admin [sn_bom_loan_b2b.admin] |
Application-specific system administrator role for business loans that can:
Note:
The sn_bom.admin role contains the sn_bom_loan_b2b.admin role when the Financial Services Business Loan Operations application is installed. |
|
| Loan agent [sn_bom_loan_b2b.agent] |
|
|
| Loan contributor [sn_bom_loan_b2b.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_b2b.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_b2b.manager] |
|
|
| Loan viewer [sn_bom_loan_b2b.viewer] |
View loan cases and related data |
|
Tables installed
These tables correspond to Business 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 business loan service cases. This table extends the Loan Base [sn_bom_loan_base] table. |
| Loan Task [sn_bom_loan_task] |
Stores all business loan tasks. This table extends the Financial Task [sn_bom_task] table. |