Components installed with Financial Services Personal Deposit Operations

  • Release version: Yokohama
  • Updated January 30, 2025
  • 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 various components essential for managing deposit operations, including tables, user roles, scheduled jobs, related plugins, and store applications. This framework supports efficient deposit processing and customer service management.

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    Key Features

    • Plugins Installed:
      • Customer Service: Extends tables from Customer Service Management into Financial Services Operations.
    • Store Applications Installed:
      • Financial Services Operations Core: Stores necessary customer data for deposit service requests.
      • Financial Services Document Management: Manages Document Services tasks used in deposit workflows.
      • Playbooks for Customer Service Management: Visualizes business process workflows in a task-oriented view.
      • CSM Contributor User: Allows middle office teams to create cases for customer requests.
    • Roles Installed:
      • Deposit Admin: System administrator role for deposit operations, with capabilities to manage application configurations and access.
      • Deposit Agent: Creates and manages deposit service cases.
      • Deposit Contributor: Works on deposit service cases until the Initiate and Review stage, requires a combination with CSM Contributor roles.
      • Deposit Manager: Accesses Performance Analytics reports and Process Mining projects.
      • Deposit Viewer: Provides read-only access to all deposit service cases and related data.
    • Tables Installed:
      • Deposit Base: Extends the Deposit Base table to manage personal deposit service cases.
      • Personal Deposit Service Case: Stores all personal deposit cases.
      • Personal Deposit Task: Stores all deposit tasks associated with personal deposit cases.

    Key Outcomes

    By utilizing these components, ServiceNow customers can streamline their deposit operations, enhance customer service efficiency, and maintain organized data management through structured roles and tables. This setup not only simplifies case management but also enables comprehensive reporting and analytics capabilities.

    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 Operations Core.
    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 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.
    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.