Financial Services Personal Deposit Operations release notes

  • Release version: Store
  • Updated April 9, 2026
  • 2 minutes to read
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    Summary of Financial Services Personal Deposit Operations release notes

    The Financial Services Personal Deposit Operations application on the ServiceNow Store provides continuous updates to enhance data integration, case management, localization, security, and user experience for financial services teams managing personal deposit operations.

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    This document outlines the version history highlighting key feature additions, updates, fixes, and removals to help ServiceNow customers understand the evolution and capabilities of the application.

    Key Updates and Features

    • Data Integration and Insights: Version 3.7.0 introduces a deposit service table as a source for AIS, improving data integration and insights.
    • Case Management Improvements: From version 3.7.0, the application 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.
    • Security Enhancements: Security-related additions were introduced in version 2.0.0, including decision tables for document rules and updates to flows using "Document Processor" actions for document verification. Version 3.3.0 fixed UX screen condition security issues related to ACL bypass.
    • Localization and User Experience: Multiple versions (3.4.1, 2.4.0) added support for localization and updated user experience features such as UX page properties for Agent Assist and dynamic filters on landing page reports.
    • Role and Permission Management: Added scope flow executor role in 3.3.0 and deprecated certain roles like snbomdepositb2c.requestor in 3.2.0 to streamline permissions.
    • Dashboard and Interface Updates: Version 3.2.0 added new menus for the Next experience dashboard; version 3.1.0 migrated landing pages to the UIB layout 3.0.
    • Document Management Integration: Configuration for document signing with Document Template integration was added in 2.1.0, along with updates to document handling workflows in 2.0.0.
    • Bug Fixes and Stability: Various fixes including remote lookup functionality on Voltron (3.2.2), dynamic filter conditions (2.4.1), and dark theme issues (2.2.0) ensure smoother operation.

    Practical Implications for ServiceNow Customers

    • Improved integration and standardized case management reduce administrative overhead and simplify case handling across different user types.
    • Enhanced security and document processing capabilities support compliance and reduce risks related to document verification and signing.
    • Localization and UX improvements enable better support for global teams and more effective agent assistance.
    • Role and permission changes require customers to review and update access controls in line with deprecated roles and new role additions.
    • Dashboard and interface modernization facilitate more intuitive navigation and reporting.
    • Bug fixes and system updates contribute to overall system stability and performance.

    Next Steps

    ServiceNow customers should review the latest version (3.7.0) to leverage enhanced data sources and standardized case type handling. It is also recommended to validate role assignments and update any customizations related to deprecated roles or legacy components.

    For compatibility and system requirements, customers should consult the application listing on the ServiceNow Store before upgrading.

    Version history for the Financial Services Personal 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 3.3.0 - 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
    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
    Version 2.4.2 - November 2023
    Changed: Moved product model demo data to new model tables created in the Expanded Model and Asset Classes application.
    Version 2.4.1 - August 2023
    Fixed: The landing page's case report filter condition for the assignment group field has been revised to be dynamic.
    Version 2.4.0 - May 2023
    New:
    • Added UX page properties for the Agent Assist on Voltron record page.
    • Added localization changes.
    Version 2.3.0 - February 2023
    • Changed:
      • Updated contributor roles
      • Updated UI actions for case
    Version 2.2.0 - November 2022
    • New: Add the 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