Components installed with Financial Services Client Lifecycle

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of Components installed with Financial Services Client Lifecycle

    The Financial Services Client Lifecycle (snbomclob2c) plugin installation includes various components such as tables, user roles, related plugins, and store applications. It enhances your operational capabilities within the Financial Services environment, ensuring an efficient lifecycle management process.

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    Key Features

    • Plugins Installed: Extends Customer Service Management functionalities into Financial Services Operations.
    • Roles Installed: Various roles provide specific access and capabilities, including:
      • Account Administrator: Full access and admin privileges.
      • Account Manager: Access to performance analytics and optimization projects.
      • CLO Contributor: Allows case creation and management, requiring a combination with CSM Contributor roles.
      • CLO Agent Connector: Similar capabilities to CLO Contributor but focused on account requests.
      • Client Lifecycle Agent: Full data access and case management capabilities.
      • Client Lifecycle Viewer: Read-only access to data.
      • KYC Admin and Agents: Specialized access for managing Know Your Customer operations.
    • Store Applications Installed: Key applications that support various aspects of customer lifecycle management, including Credit Operations, Document Management, and KYC processes.
    • Tables Installed: Core tables, including Customer Lifecycle Base and Account Lifecycle Service Case, that facilitate data organization and management.

    Key Outcomes

    By activating the Financial Services Client Lifecycle plugin, customers can expect streamlined processes, improved data management, and enhanced collaboration across roles. The integration of various components allows for efficient handling of customer cases, performance tracking, and compliance with KYC requirements, ultimately resulting in improved service delivery and operational efficiency.

    Several types of components are installed with the activation of the Financial Services Client Lifecycle (sn_bom_clo_b2c) plugin, 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

    Table 1. Plugins installed with Financial Services Client Lifecycle
    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

    Table 2. Roles installed with Financial Services Client Lifecycle
    Role title [name] Description Contains roles
    Account Administrator

    [sn_bom_clo_b2c.admin]

    		 This role gives access to all Client Lifecycle data and admin privileges.
    • 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_b2c.agent
    Account Manager

    [sn_bom_clo_b2c.manager]

    		 This role provides all Client Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects.
    • sn_bom_clo_b2c.agent
    • pa_viewer
    CLO contributor

    [sn_bom_clo_b2c.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
    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.
    • sn_bom.account_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom_document.b2c_collector
    CLO agent connector

    [sn_bom_clo_b2c.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
    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.
    • sn_bom.account_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_bom_document.b2c_collector
    Client Lifecycle Agent

    [sn_bom_clo_b2c.agent]

    		 This role gives access to all Client 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_kyc.b2c_customer_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_bom_document.b2c_collector
    Client Lifecycle Viewer

    [sn_bom_clo_b2c.viewer]

    		 This role gives read-only access to all Financial Services Client Lifecycle data.

    sn_bom.service_definition_read
    KYC Admin

    [sn_bom_kyc.admin]

    		 This role gives access to all Financial Services Know Your Customer operations data and grants admin privileges.
    • sn_bom.service_definition_admin
    • sn_bom_kyc.b2c_customer_agent
    • sn_bom_kyc.b2c_account_agent
    • sn_bom_kyc.b2c_contact_agent
    KYC Customer Agent

    [sn_bom_kyc.b2c_customer_agent]

    		 This role gives access to all Financial Services Know Your Customer client-level contact data.
    • sn_bom_clo_b2c.viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    KYC Contact Viewer

    [sn_bom_kyc.b2c_customer_viewer]

    		 This role grants read-only views of account contact information.

    sn_bom.service_definition_read

    Store applications installed

    Table 3. Store applications installed with Financial Services Client Lifecycle
    Store application Description
    Financial Services Operations Core Stores the data that is needed to create customer lifecycle cases. For more information, see .
    Financial Services Credit Operations Enables the management of Credit service cases and tasks that are used in Financial Services Customer Lifecycle Operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Financial Services Document Management Enables the management of Document Services tasks that are used in Financial Services Customer Lifecycle Operations workflows. For more information, see .
    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

    Table 4. Tables installed with Financial Services Client Lifecycle
    Table Description
    Customer Lifecycle Base

    [sn_bom_clo_b2c_base]

    		 Customer Lifecycle Base table extends the Financial Services Base [sn_bom_case] table.
    Account Lifecycle Service Case

    [sn_bom_clo_b2c_service]

    		 Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2c_base] table.
    Account Lifecycle Task

    [sn_bom_clo_b2c_task]

    		 Account Lifecycle Task Case extends the Financial Task [sn_bom_task] table.