Components installed with Financial Services Personal Loan Operations

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

    The Financial Services Personal Loan Operations application installs various components essential for managing personal loans, including tables, user roles, plugins, and store applications. This application helps streamline loan service requests and operations.

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    Key Features

    • Plugins:
      • Customer Service: Extends tables from the Customer Service Management application into Financial Services Operations.
    • Store Applications:
      • 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 in loan workflows.
      • Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
    • Roles:
      • Loan Admin: Manages loan operations, including granting roles and configuring applications.
      • Loan Agent: Oversees loan case statuses and tasks.
      • Loan Contributor: Submits loan service requests and manages documents.
      • Loan Agent Connector: Fulfills loan requests for consumer accounts.
      • Loan Manager: Views dashboards and uses process mining for operations.
      • Loan Viewer: Views loan cases and related data.
    • Tables:
      • Loan Base: Extends the case table for loan service case management.
      • Loan Service Case: Stores personal loan service cases.
      • Loan Task: Stores personal loan tasks linked to financial tasks.

    Key Outcomes

    By utilizing these components, ServiceNow customers can effectively manage personal loan operations, streamline workflows, and enhance service delivery. Each role and table is designed to provide specific access and functionality, ensuring a comprehensive approach to loan management.

    Several types of components are installed with the installation of the Financial Services Personal Loan 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 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 Personal Loan Operations.

    Role title [name] Description Contains roles
    Loan admin

    [sn_bom_loan.b2c_admin]

    		 Application-specific system administrator role for personal loans that can:
    • Grant loan operations roles
    • Delete loan cases and tasks
    • Configure the loan operations application
    • Create and modify loan service definitions
    • Has read, write, and create access to loan data
    Note:
    The sn_bom.admin role contains the sn_bom_loan.b2c_admin role when the Financial Services Personal Loan Operations application is installed.
    • sn_bom.service_definition_admin
    • sn_bom_loan.b2c_agent
    • sn_bom_loan.b2c_manager
    Loan agent

    [sn_bom_loan.b2c_agent]
    • View the overall status of loan cases
    • Work on loan cases and tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom.b2c_agent
    • sn_esm_agent
    Loan contributor

    [sn_bom_loan.contributor]
    • Submit loan service requests
    • View the status of loan service cases
    • Work on loan case and collect inbound documents for consumer accounts managed by them till 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.loan_account_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom.viewer
    • sn_bom.b2c_line_of_credit_viewer
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Loan agent connector

    [sn_bom_loan_b2c.agent_connector]
    • Submit loan service requests
    • Work on loan cases and tasks to fulfil loan requests for consumer 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.loan_account_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom.b2c_line_of_credit_viewer
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Loan manager

    [sn_bom_loan.b2c_manager]
    • View the Personal Loan Operations dashboard
    • Use Process Mining for Personal Loan Operations processes
    • sn_bom_loan.b2c_agent
    • pa_viewer
    Loan viewer

    [sn_bom_loan.b2c_viewer]

    		 View loan cases and related data
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    These tables correspond to Personal 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 personal loan service cases. This table extends the Loan Base [sn_bom_loan_base] table.
    Loan Task

    [sn_bom_loan_task]

    		 Stores all personal loan tasks. This table extends the Financial Task [sn_bom_task] table.