Components installed with Financial Services Credit Operations

Yokohama Financial Services Operations

Release

yokohama

ft:locale

en-US

ft:publication_title

Yokohama Financial Services Operations

ft:clusterId

finso

bundleId

finso

workflow

Customer and Industry

Components installed with Financial Services Credit Operations

Release version: Yokohama

Updated January 30, 2025

3 minutes to read

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Summary of Components installed with Financial Services Credit Operations

The Financial Services Credit Operations application installs various components, including tables and user roles, essential for managing credit-related tasks within Financial Services Operations workflows. This application is automatically installed alongside Financial Services Card Operations, Business Loan Operations, and Personal Loan Operations applications. It centralizes credit task management to streamline credit workflows across these services. Demo data is also available to facilitate testing and configuration.

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Roles Installed

The application adds multiple predefined roles to control access and task responsibilities related to credit operations:

Credit admin: A system administrator role with full read, write, and create access to all credit data and tables.
Credit agent – Business: Enables users to view and work on credit tasks for business services.
Credit contributor – Business: Allows submission of credit service requests and working on credit cases for business accounts up to the Initiate stage. Must be combined with a Customer Service Management (CSM) Contributor role.
Credit contributor – Personal: Similar to the business contributor but for consumer accounts, also requiring combination with a CSM Contributor role.
Credit agent connector – Business: For submitting and fulfilling credit requests on business accounts, requiring combination with CSM industry data model roles.
Credit agent connector – Personal: Similar to the business agent connector but for consumer accounts, also requiring CSM industry data model roles.
Credit viewer – Business: Provides read-only access to credit tasks and data for business services.
Credit agent – Personal: Enables users to view and work on credit tasks for consumer services.
Credit viewer – Personal: Read-only access to credit tasks and data for consumer services.

These roles are designed to provide granular access control and operational capabilities specific to business or personal credit workflows.

Tables Installed

The application installs several tables that underpin credit case and task management:

Credit Base [snbomcreditasmtbase]: The foundational table extended by all Credit Service Case tables; it itself extends the generic Case table.
Credit Service Case [snbomcreditasmtb2bservice]: Stores credit cases for all Financial Services Operations business services, extending the Financial Task table.
Credit Service Case [snbomcreditasmtloanb2bservice]: Holds credit service cases for business loan services, extending the Credit Base table.
Credit Service Case [snbomcreditasmtservice]: Manages credit cases for consumer services across Financial Services Operations, extending the Credit Base table.
Credit Service Case [snbomcreditasmtloanservice]: Contains credit service cases for personal loan services, extending the Credit Base table.
Credit Task [snbomcreditasmtb2btask]: Stores credit tasks for business services, extending the Financial Task table.
Credit Task [snbomcreditasmttask]: Stores credit tasks for personal services, also extending the Financial Task table.

These tables provide the data structure necessary to track and manage credit-related cases and tasks across different financial service lines.

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

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.

This application is automatically installed when you install any of the following Financial Services Operations applications. Financial Services Credit Operations manages the Credit tasks that are used in workflows across Financial Services Operations applications.

Financial Services Card Operations
Financial Services Business Loan Operations
Financial Services Personal Loan Operations

Demo data is available for this feature.

Roles installed

Table 1. Roles installed with Financial Services Credit Operations application
Role title [name]	Description	Contains roles
Credit admin [sn_bom_credit_asmt.admin]	Application-specific system administrator role that can grant access to all credit data. Users with this role have read, write, and create access to the Financial Services Credit Operations tables.	sn_bom.service_definition_admin sn_bom_credit_asmt.b2b_agent sn_bom_credit_asmt.b2c_agent
Credit agent – Business [sn_bom_credit_asmt.b2b_agent]	View the overall status of credit tasks for business services Work on credit tasks	sn_bom.loan_account_viewer sn_bom.ref_data_viewer sn_bom.service_definition_read sn_bom.account_data_viewer sn_bom_loan_b2b.viewer sn_bom.b2b_agent sn_esm_agent
Credit contributor – Business [sn_bom_credit_asmt.b2b_contributor]	Submit credit service requests View the status of credit assessment cases and tasks Work on credit case for accounts managed by them till the Initiate 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_clo_b2b.contact_lifecycle_viewer sn_bom_kyc.b2b_account_viewer sn_sla_definition_read sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.account_data_viewer sn_bom_loan_b2b.viewer sn_customerservice.csm_workspace_user sn_bom.b2b_contributor sn_bom.deposit_account_viewer
Credit contributor – Personal [sn_bom_credit_asmt.b2c_contributor]	Submit credit service requests View the status of credit assessment cases and tasks Work on credit case for consumer accounts managed by them till the Initiate 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_loan.b2c_viewer sn_sla_definition_read sn_bom_kyc.b2c_customer_viewer sn_bom.customer_data_viewer sn_bom.b2c_contributor sn_customerservice.csm_workspace_user sn_bom.deposit_account_viewer
Credit agent connector – Business [sn_bom_credit_asmt.b2b_agent_connector]	Submit credit service requests Work on credit cases and tasks to fulfil 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_clo_b2b.contact_lifecycle_viewer sn_bom_kyc.b2b_account_viewer sn_sla_definition_read sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.viewer sn_bom.account_data_viewer sn_bom_loan_b2b.viewer sn_bom.agent sn_bom.deposit_account_viewer
Credit agent connector – Personal [sn_bom_credit_asmt.b2c_agent_connector]	Submit credit service requests Work on credit cases and tasks to fulfil 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_loan.b2c_viewer sn_sla_definition_read sn_bom_kyc.b2c_customer_viewer sn_bom.customer_data_viewer sn_bom.viewer sn_bom.agent sn_bom.deposit_account_viewer
Credit viewer – Business [sn_bom_credit_asmt.b2b_viewer]	View credit tasks and related data for business services	None
Credit agent – Personal [sn_bom_credit_asmt.b2c_agent]	View the overall status of credit tasks for consumer services Work on credit tasks	sn_bom.loan_account_viewer sn_bom.ref_data_viewer sn_bom_loan.b2c_viewer sn_bom.service_definition_read sn_bom.customer_data_viewer sn_bom.b2c_agent sn_esm_agent
Credit viewer – Personal [sn_bom_credit_asmt.b2c_viewer]	View credit tasks and related data for consumer services	None

Tables installed

Table 2. Tables installed with Financial Services Credit Operations application
Table	Description
Credit Base [sn_bom_credit_asmt_base]	Credit Service Case tables extend the Credit Base table. Credit Base table extends the Case [sn_customerservice_case] table.
Credit Service Case [sn_bom_credit_asmt_b2b_service]	Stores all credit cases for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
Credit Service Case [sn_bom_credit_asmt_loan_b2b_service]	Stores all credit service cases for business loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
Credit Service Case [sn_bom_credit_asmt_service]	Stores all credit service cases for consumer services for all Financial Services Operations applications. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
Credit Service Case [sn_bom_credit_asmt_loan_service]	Stores all credit service cases for personal loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
Credit Task [sn_bom_credit_asmt_b2b_task]	Stores all credit tasks for business services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
Credit Task [sn_bom_credit_asmt_task]	Stores all credit tasks for personal services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.