Financial Services Business Deposit Operations release notes
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Summary of Financial Services Business Deposit Operations Release Notes
The Financial Services Business Deposit Operations application on the ServiceNow Store receives regular updates to enhance functionality, improve integration, and support localization. These release notes detail the version history, highlighting new features, updates, fixes, and deprecated components from May 2022 through April 2026. Customers can use this information to understand improvements, ensure compatibility, and leverage new capabilities for managing business deposit operations efficiently within the ServiceNow platform.
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Key Features and Updates
- Data Integration and Service Enhancements: Version 3.7.0 introduces a new deposit service table as a data source for Account Information Service (AIS), improving data integration and insights.
- Standardized Case Management: The application now uses the native Customer Service Management (CSM) Case Type Selector with Agent and User Criteria support, replacing custom logic to reduce maintenance and standardize case handling across users.
- Localization Support: Multiple versions include added translations and localization improvements to support global users.
- Security and Role Updates: Security enhancements include role migration, fixing access control list (ACL) bypasses, and refining contributor roles for better case access control.
- UI and Experience Improvements: Updates to landing pages, dashboard menus, and user interface layouts enhance usability, including migration to UIB layout 3.0 and dynamic filter conditions.
- Process Automation and Document Management: Integration with Document Template for document signing, updated flows using Document Processor actions, and removal of deprecated document management actions to streamline automation.
- Support for ServiceNow Next Experience (Voltron): Added UX page properties and fixed remote lookup functionality to ensure seamless operation on the latest platform experience.
Practical Implications for ServiceNow Customers
- Improved data sources and case management standardization reduce operational overhead and enhance case processing efficiency.
- Localization and UI improvements support a better user experience across different regions and devices.
- Security enhancements ensure compliance with access policies and protect sensitive case data.
- Process automation updates enable more reliable document verification and signing workflows.
- Customers should review deprecated roles and features to update their configurations accordingly and leverage the latest platform capabilities.
- Compatibility and system requirements details are available on the ServiceNow Store listing and should be reviewed prior to upgrades.
Version history for the Financial Services Business Deposit Operations application on the ServiceNow Store.
Important:
For details on system requirements and family compatibility, view the application
listing on the ServiceNow Store
website.
Version history
- Version 3.7.0 - April 2026
- New: Added deposit service table as a source for AIS, enabling better data integration and insights.
- 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 3.6.0 - March 2026
- Updated: Updated the read-only option to 'Strict Read Only' for read-only fields
- Version 3.4.1 - August 2025
- Changed: Included additional translations to support localization for Q4.
- Version 3.3.1 - February 2025
- Fixed
: Republish the playbook to fix the b2b relationship contributor not being able to access case after creation.
- Version 3.3.0 - November 2024
- New: Added scope flow executor role to subflows
- Fixed: ACL bypass with UX screen condition security fix
- Version 3.2.2 - September 2024
- Fixed: FSO Remote Lookup was not working on Voltron. Added event mapping for remote lookup to work on Votron.
- Version 3.2.0 - 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
- Added new menus for Next experience dashboard
- Changed: Modified configuration for localization support
- Removed: Deprecated sn_bom_deposit_b2c.requestor role and related UI actions
- New:
- Version 3.1.0 - February 2024
- Changed:
- Migrated landing pages to UIB layout 3.0
- Upgraded snc-app-parent version to 5.1.0.16
- Changed:
- Version 2.4.2 - November 2023
- Changed: Moved product model demo data from 'sn_bom_deposit_account_model' table to 'sn_ent_deposit_account_model' table.
- Version 2.4.1 - August 2023
- New
- Added localization changes
- Fixed
- Updated landing page's case report filter condition to dynamic for the assignment group field.
- New
- Version 2.4.0 - May 2023
- New:
- Added UX page properties for the Agent Assist on Voltron record page.
- Added localization changes.
- Fixed: Fixed data issue for 'other's customer cases' option in Agent Assist.
- New:
- Version 2.3.0 - February 2023
- Changed:
- Updated contributor roles
- Updated UI actions for case
- Changed:
- Version 2.2.0 - November 2022
- New: Add business location functionality
- Fixed: Fixed dark theme issues
- Version 2.1.0 - August 2022
- New: Added configuration for document signing with integration to Document Template
- Version 2.0.0 - May 2022
- New:
- Security-related additions
- Added decision table for defining document rules
- Changed: Updated Flows and Process automation designer to use Document Processor actions and activity definitions for document verification
- Fixed: Added icon for all catalog items
- Removed:
- Removed inbound/outbound document creation actions and activity definitions for flows and Process automation
- Removed Financial Services Document Management plugin dependency
- New: