Financial Services Client Lifecycle release notes

  • Release version: Store
  • Updated April 9, 2026
  • 1 minute to read

    • Version history for the Financial Services Client Lifecycle 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
    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 3.3.0 - November 2024
    New: Added scope flow executor role to subflows.
    Version 3.2.1 - August 2024
    Fixed label in the playbook activity.
    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
    Version 3.1.0 - February 2024
    • Changed:
      • Migrated the landing pages to UIB layout 3.0
      • Upgraded snc-app-parent version to 5.1.0.16
      • Modified configuration for localization support
    Version 2.3.1 - May 2023
    • New: Added localization changes.
    • Removed: Removed snc_internal role from ACLs.
    Version 2.3.0 - February 2023
    • Changed:
      • Updated contributor roles
      • Updated UI actions for case
    Version 2.2.0 - November 2022
    • New: Added 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
    Version 1.0.3 - August 2021
    Financial Services Client Lifecycle enables financial institutions to shorten their time-to-revenue for new accounts and respond to other events that affect KYC over time. With an intelligent workflow that includes rulesets, playbooks, and agent workspaces, each team member can contribute to an efficient, consistent, and compliant process.