Components installed with Financial Services Personal Deposit Operations

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Components installed with Financial Services Personal Deposit Operations

    The Financial Services Personal Deposit Operations application installs multiple components essential for managing personal deposit service cases within the ServiceNow platform. These components include tables, user roles, scheduled jobs, related plugins, and store applications. Together, they enable efficient deposit case handling, task management, and workflow automation tailored for financial services operations.

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    Plugins Installed

    • Customer Service [com.sncustomerservice]: Extends tables from Customer Service Management into Financial Services Operations, facilitating integration between customer service processes and deposit operations.

    Store Applications Installed

    • Financial Services Operations Core: Stores essential customer data required to initiate and process deposit service requests.
    • Financial Services Document Management: Manages document service tasks used within deposit operation workflows.
    • Playbooks for Customer Service Management: Provides a task-oriented visualization of business process workflows to ensure consistent handling of common scenarios.
    • CSM Contributor User: Enables middle office teams to create customer request cases, supporting operational roles in deposit processing.

    Roles Installed

    The application installs specific roles to control access and responsibilities within deposit operations:

    • Deposit admin: System administrator role for deposit operations with broad permissions including role assignment, case and task deletion, configuration, and data management.
    • Deposit agent: Allows creation and management of deposit service cases and tasks, plus viewing overall case status.
    • Deposit contributor: Supports case creation and task work up to a specified workflow stage; requires combination with a CSM Contributor user role.
    • Deposit agent connector: Enables case and task management for account-specific requests; requires combination with a CSM industry data model role.
    • Deposit manager: Grants access to performance analytics dashboards and process mining projects related to deposit operations.
    • Deposit viewer: Provides read-only access to all deposit service cases and related data.

    Tables Installed

    • Deposit Base [snbomdepositb2cbase]: Core table extended by other deposit-related tables, itself extending the Financial Services Base table.
    • Personal Deposit Service Case [snbomdepositb2cservice]: Stores all personal deposit cases, extending the Deposit Base table.
    • Personal Deposit Task [snbomdepositb2ctask]: Stores tasks associated with personal deposit cases, extending the Financial Task table.

    Practical Benefits

    By installing these components, ServiceNow customers can efficiently manage personal deposit workflows, enforce role-based access controls, integrate customer data and services, and utilize analytics to improve deposit operations. The combination of plugins, store applications, roles, and tables provides a comprehensive operational framework tailored for financial services deposit management.

    Several types of components are installed with installation of the Financial Services Personal Deposit Operations application, including tables, user roles, and scheduled jobs. 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.

    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 deposit service requests. For more information, see .
    Financial Services Document Management Enables the management of Document Services tasks that are used in Financial Services Personal Deposit Operations workflows. For more information, see .
    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.
    CSM Contributor User Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.

    Roles installed

    Role title [name] Description Contains roles
    Deposit admin

    [sn_bom_deposit_b2c.admin]

    		 Application-specific system administrator role for deposit operations that can:
    • Grant deposit operations roles
    • Delete deposit service cases and tasks
    • Configure the deposit operations application
    • Create and modify deposit service definitions
    • Read, write, and create access to deposit data
    • sn_bom.service_definition_admin
    • sn_bom_deposit_b2c.agent
    • sn_bom_deposit_b2c.manager
    Deposit agent

    [sn_bom_deposit_b2c.agent]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit service cases and tasks
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_bom_document.b2c_collector
    • sn_bom.deposit_account_viewer
    Deposit contributor

    [sn_bom_deposit_b2c.contributor]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit agent connector

    [sn_bom_deposit_b2c.agent_connector]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit manager

    [sn_bom_deposit_b2c.manager]
    • View the Performance Analytics reports in the deposit operations dashboard
    • Use Process Mining projects for deposit operations processes
    • pa_viewer
    • sn_bom_deposit_b2c.agent
    Deposit viewer

    [sn_bom_deposit_b2c.viewer]

    		 Has read-only access to all deposit service cases and related data
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    Table Description
    Deposit Base

    [sn_bom_deposit_b2c_base]

    		 Personal Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base [sn_bom_case] table.
    Personal Deposit Service Case

    [sn_bom_deposit_b2c_service]

    		 Stores all personal deposit cases. This table extends the Deposit Base [sn_bom_deposit_b2c_base] table.
    Personal Deposit Task

    [sn_bom_deposit_b2c_task]

    		 Stores all deposit tasks for all personal deposit cases. This table extends the Financial Task [sn_bom_task] table.