Components installed

Australia Financial Services Operations

Release

australia

ft:locale

pt-BR

ft:publication_title

Australia Financial Services Operations

ft:clusterId

finso

bundleId

finso

workflow

Customer and Industry

Components installed with Financial Services Card Operations

Versão de lançamento: Australia

Atualizado 12 de mar. de 2026

3 min. de leitura

Several types of components are installed with the installation of the Financial Services Card Operations application, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.

Nota:

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

Tabela 1. Plugins installed with the Financial Services Card Operations application
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

Tabela 2. Store applications installed with the Financial Services Card Operations application
Store application	Description
Financial Services Operations Core	Stores the customer data that is needed to make credit card requests. For more information, see Financial Services Operations Core.
Financial Services Credit Operations	Enables management of Credit Risk Assessment tasks that are used in the card operations workflows. For more information, see Components installed with Financial Services Credit Operations.
Guided Decisions Experience	Allows customers to use Guided Decisions with Playbooks, Recommended Actions, and other features. For more information, see Configuring Guided Decisions
Document Processor	Enables management of document services tasks that are used in card operations workflows. For more information, see Integrating with Document Processor.

Roles installed

Tabela 3. Roles installed with the Financial Services Card Operations application
Role title [name]	Description	Contains roles
Credit card admin [sn_bom_credit_card.admin]	Application-specific system administrator role that can: Grant card operations roles Delete credit card cases and tasks Has read, write, and create access to credit card data. Nota: The sn_bom.admin role contains the sn_bom_credit_card.admin role when the Financial Services Card Operations application is installed.	sn_bom_credit_card.agent
Credit card agent [sn_bom_credit_card.agent]	View the overall status of credit card cases Work on credit card cases and tasks	sn_ind.write sn_bom_credit_asmt.viewer sn_bom_credit_card_account.viewer sn_bom_document.viewer sn_esm_agent
Credit card contributor [sn_bom_credit_card.contributor]	Submit credit card requests View the status of credit card cases, credit assessment tasks, and document services tasks Work on credit card case and collect inbound documents for accounts managed by them till the New stage Importante: 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_credit_asmt.b2c_viewer sn_bom_credit_card_account.viewer sn_bom_document.b2c_viewer sn_customerservice.csm_workspace_user
Credit card agent connector [sn_bom_credit_card.agent_connector]	Submit credit card requests Work on credit card and tasks to fulfil card requests for accounts managed by them Importante: 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_credit_asmt.b2c_viewer sn_bom.viewer sn_bom_credit_card_account.viewer sn_bom.agent sn_bom_document.b2c_viewer sn_customerservice.csm_workspace_user
Credit card viewer [sn_bom_credit_card.viewer]	View credit card cases and related data	sn_ind.write sn_customerservice.case_viewer sn_bom.credit_card_account_viewer
Credit card account viewer [sn_bom.credit_card_account_viewer]	View credit card data entities.
Card dispute manager [sn_bom_credit_card.dispute_manager]	Manage dispute functions View the Performance Analytics reports in the dashboard Use Process Mining projects for dispute management processes	sn_bom_credit_card.dispute_agent
Card dispute agent [sn_bom_credit_card.dispute_agent]	View status of dispute cases Work on dispute cases and tasks	sn_bom.customer_data_viewer sn_bom.account_data_viewer sn_bom.credit_card_account_viewer sn_bom.b2b_agent sn_bom.deposit_account_viewer sn_bom.b2b_credit_card_account_viewer sn_bom.b2c_agent
Card dispute agent connector [sn_bom_credit_card.dispute_agent_connector]	Submit dispute requests Work on dispute tasks to resolve requests for accounts managed by them Importante: 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.account_data_viewer sn_bom.credit_card_account_viewer sn_bom.agent sn_bom.deposit_account_viewer sn_bom.b2b_credit_card_account_viewer
Card dispute viewer [sn_bom_credit_card.dispute_viewer]	View dispute cases and related data	sn_bom.service_definition_read sn_bom.customer_data_viewer sn_bom.account_data_viewer sn_bom.credit_card_account_viewer sn_bom.deposit_account_viewer sn_bom.b2b_credit_card_account_viewer

Tables installed

Tabela 4. Tables installed with the Financial Services Card Operations application
Table	Description
Card Base [sn_bom_card_base]	Credit Card Service table extends the Card Base table. Card Base table extends the Case [sn_customerservice_case] table.
Credit Card Service [sn_bom_credit_card_service]	Stores all credit card service cases. This table extends the Card Base [sn_bom_card_base] table.
Credit Card Task [sn_bom_credit_card_task]	Stores all credit card tasks. This table extends the Financial Task [sn_bom_task] table.
Dispute Service [sn_bom_credit_card_disputes_service]	Stores all dispute service cases. This table extends the Card Base [sn_bom_card_base] table.
Dispute Task [sn_bom_credit_card_disputes_task]	Stores all dispute tasks. This table extends the Financial Task [sn_bom_task] table.
Dispute Transaction [sn_bom_credit_card_disputes_transaction]	Stores all dispute transactions.
Visa Dispute Intake [sn_bom_visa_cp_visa_dispute_questionnaire]	Stores all Visa Dispute Questionnaire questions and responses. Extends the Intake Form [sn_evnt_inq_qtn] table.
Visa Dispute Cardholder Intake [sn_bom_visa_cp_visa_dispute_cardholder_intake]	Stores Visa Dispute Questionnaire questions and responses submitted by consumers, such as a dispute playbook on a service portal. See Create a dispute case with Dispute Intake in Portal for more information. Extends the Visa Dispute Intake [sn_bom_visa_cp_visa_dispute_questionnaire] table.