Components installed with Financial Services Business Loan Operations

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

    The Financial Services Business Loan Operations application installs various components essential for managing business loan processes, including tables, user roles, plugins, and store applications. These components streamline loan service requests and enhance operational efficiency.

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    Key Features

    • Plugins Installed:
      • Customer Service: Extends tables from the Customer Service Management application.
    • Store Applications Installed:
      • Financial Services Operations Core: Manages customer data for loan service requests.
      • Financial Services Credit Operations: Manages credit service cases and tasks for loan workflows.
      • Document Processor: Manages document services tasks in loan operations.
      • Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
    • Installed Roles:
      • Loan Admin: Configures application, modifies service definitions, and manages loan data.
      • Loan Agent: Views and fulfills loan requests through cases and tasks.
      • Loan Contributor: Submits loan requests and manages document collections.
      • Loan Agent Connector: Works on loan requests based on CSM industry data model roles.
      • Loan Manager: Views dashboards and utilizes Process Mining for operations.
      • Loan Viewer: Views loan cases and related data.
    • Tables Installed:
      • Loan Base: Extends the Loan Service Case table.
      • Loan Service Case: Stores all service cases related to business loans.
      • Loan Task: Stores all business loan tasks.

    Key Outcomes

    By utilizing these components, ServiceNow customers can effectively manage business loan operations, streamline workflows, and enhance collaboration among roles involved in loan processing. The application ensures a structured approach to handling loan service cases, facilitating better customer service and operational efficiency.

    Several types of components are installed with the installation of the Financial Services Business Loan Operations application, including tables and user roles. 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.

    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 Business Loan Operations.

    Role title [name] Description Contains roles
    Loan admin

    [sn_bom_loan_b2b.admin]

    		 Application-specific system administrator role for business loans that can:
    • Configure the loan operations application
    • Create and modify loan service definitions
    • Has read, write, and create access to loan data
    • Grant loan operations roles
    • Delete loan cases and tasks
    Note:
    The sn_bom.admin role contains the sn_bom_loan_b2b.admin role when the Financial Services Business Loan Operations application is installed.
    • sn_bom.service_definition_admin
    • sn_bom_loan_b2b.agent
    • sn_bom_loan_b2b.manager
    Loan agent

    [sn_bom_loan_b2b.agent]
    • View the overall status of loan cases
    • Work on loan cases and tasks to fulfil loan requests.
    • sn_bom.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.b2b_agent
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan contributor

    [sn_bom_loan_b2b.contributor]
    • Submit loan service requests
    • View the status of loan service cases
    • Work on loan case and collect inbound documents for 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_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan agent connector

    [sn_bom_loan_b2b.agent_connector]
    • Submit loan service requests
    • Work on loan cases and tasks to fulfil loan 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.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan manager

    [sn_bom_loan_b2b.manager]
    • View the business loan operations dashboard
    • Use Process Mining for Business Loan Operations processes
    • sn_bom_loan_b2b.agent
    • pa_viewer
    Loan viewer

    [sn_bom_loan_b2b.viewer]

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

    Tables installed

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

    [sn_bom_loan_task]

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