Version history

Version 2.7.0 - June 2026

New: Added child tables for indexing for Financial Case indexed source

Version 2.6.0 - April 2026

Updated: FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.

Version 2.5.0 - March 2026

Updated: Updated the read-only option to 'Strict Read Only' for read-only fields

Version 2.3.1 - August 2025

Changed: Included additional translations to support localization for Q4.

Version 2.2.1 - November 2024

Changed: ACL bypass via UX Screen Condition.

Version 2.2.0 - May 2024

• New: Migrated data from FSO service category (sn_bom_service_definition_category) table to CSM service category(sn_csm_case_types_service_category) and relationship tables
• Changed: Modified configuration for localization support
• Removed: Deprecated sn_bom_policy_b2b.requestor role and related UI actions

Version 2.1.0 - February 2024

• Fixed: Fixed security issue in portal page
• Changed:
  • Upgraded snc-app-parent version to 5.1.0.16
  • Modified configuration for localization support

Version 1.5.3 - December 2023 (Vancouver)

Fixed: Update Commercial policy coverage info service portal widget to private.

Version 1.4.4 - December 2023 (Utah)

Fixed: Update Commercial policy coverage info service portal widget to private.

Version 1.2.3 - December 2023 (Tokyo)

Fixed: Update Commercial policy coverage info service portal widget to private.

Version 1.4.1 - November 2023

Changed: Moved product model demo data from the 'sn_bom_b2b_ins_policy_model' table to 'sn_ent_b2b_ins_policy_model' table.

Version 1.4.0 - May 2023

New:

• Added UX page properties for the Agent Assist on Voltron record page.
• Added localization changes.

Version 1.3.0 - February 2023

• Changed:
  • Updated contributor roles
  • Updated UI actions for case

Version 1.2.0 - November 2022

Fixed: Fixed dark theme issues

Version 1.1.0 - August 2022

• New: Added configuration for document signing
• Changed:
  • Updated reject reason values to be shown based on stages
  • Updated labels of service name and policy number
  • Renamed label from Net premium field to Balance due
  • Renamed label from Decline button to Cancel request
• Removed: Removed customer 360 page and moved to FSO Core

Version 1.0.3 - March 2022

• New:
  • New service definition on Business Owners Service Case for Change coverage request
  • New playbooks for service definition
  • New configurable workspace landing page for Commercial Lines Processor