Components installed with Financial Services Payment Operations

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Components Installed with Financial Services Payment Operations

    The Financial Services Payment Operations application installs several essential components, such as tables, user roles, plugins, and store applications, that facilitate payment processing and management. These components enhance the application's functionality and streamline various operations related to payment inquiries and claims.

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    Key Features

    • Plugins: Key plugins include Customer Service, which extends tables from the Customer Service Management application into Financial Services Operations.
    • Store Applications: The Financial Services Operations Core application stores customer data necessary for processing payment requests.
    • Roles: Various roles are installed to manage different aspects of payment operations, including:
      • Payment Admin: Grants roles and manages payment cases.
      • Claim Agent: Handles claim cases and records interactions.
      • Payment Contributor: Submits payment inquiries and claims.
      • Inquiry Agent: Manages payment inquiry cases.
      • Payment Manager: Views dashboards and utilizes process mining for operations.
    • Tables: Core tables include Payment Base, Claim, Payment Inquiry Case, and others that store different types of payment-related data.

    Key Outcomes

    By installing these components, users can effectively manage payment operations, streamline case handling, and enhance customer service capabilities. This setup ensures that all necessary tools are available for processing claims and inquiries, ultimately leading to improved operational efficiency and customer satisfaction.

    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.

    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 application.

    Plugins installed

    Table 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

    Table 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

    Table 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
    Note:
    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
    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.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
    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.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
    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.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

    Table 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.