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 Credit 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 Credit Operations application, including tables and user roles.

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.

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

Tabela 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_document.b2b_viewer 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 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_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_document.b2b_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 sn_bom_document.b2b_collector
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 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_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_bom_document.b2c_viewer sn_customerservice.csm_workspace_user sn_bom.deposit_account_viewer sn_bom_document.b2c_collector
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 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_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_document.b2b_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 sn_bom_document.b2b_collector
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 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_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_document.b2c_viewer sn_bom.deposit_account_viewer sn_bom_document.b2c_collector
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_document.b2c_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

Tabela 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.