Financial Services Treasury Operations release notes
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Summary of Financial Services Treasury Operations Release Notes
Financial Services Treasury Operations is designed to help financial institutions efficiently onboard and conduct due diligence for treasury services. It provides conditional forms and workflows that streamline agent tasks during application creation, review, and approval, reducing risks such as missing information, human error, and process delays.
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Key Features and Updates
- Enhanced Data Integration (Version 3.7.0, April 2026): Added a deposit service table as a source for Account Information Services (AIS), improving data integration and insights.
- Standardized Case Handling (Version 3.7.0): Replaced custom case type logic with native Customer Service Management (CSM) Case Type Selector supporting Agent and User Criteria, which simplifies maintenance and unifies case management.
- Security Enhancements: Fixed security defects by adding reportview ACLs for specific treasury service tables (Version 3.2.1, August 2024) and introduced security-related additions in Version 2.0.0 (May 2022).
- Localization and UI Improvements: Multiple localization updates (e.g., Version 3.4.1, August 2025; Version 2.3.1, May 2023) and migration to modern UIB layout for landing pages (Version 3.1.0, February 2024) enhance usability for a global audience.
- Process Automation and Flows: Added scope flow executor role for subflows (Version 3.3.0, November 2024), updated flows to utilize "Document Processor" actions for document verification, and removed dependencies on outdated document management plugins (Version 2.0.0, May 2022).
- Functional Enhancements: Introduced business location functionality (Version 2.2.0, November 2022) and integrated document signing configuration with Document Template (Version 2.1.0, August 2022).
- Dashboard and Menu Updates: Added new menus for Next Experience dashboard (Version 3.2.0, May 2024) to improve navigation and user experience.
Practical Implications for ServiceNow Customers
- Customers can expect improved data handling and integration capabilities, enabling better insights and operational efficiency in treasury services management.
- The move to native CSM components reduces customization overhead and aligns with ServiceNow best practices, facilitating easier upgrades and maintenance.
- Security updates and access control improvements ensure compliance and protection of sensitive financial data.
- Localization and UI enhancements support diverse user bases and improve overall usability.
- Process automation improvements streamline document handling and verification, increasing operational speed and accuracy.
Version history for the Financial Services Treasury 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: Updated the translation changes 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.
- Version 3.2.1 - August 2024
- Fixed: Fixed security defect with adding of report_view ACL for tables sn_bom_treasury_service_financial_account,sn_bom_treasury_service_use.
- 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
- New:
- 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
- Changed:
- Version 2.3.2 - November 2023
- Changed: Moved product model demo data from 'sn_bom_service_model' table to 'sn_ent_financial_services_model' table.
- Version 2.3.1 - May 2023
- New: Added localization changes.
- 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
- Removed:
- Removed outbound document creation actions and activity definitions for flows and Process automation
- Removed "Financial Services Document Management" plugin dependency
- New:
- Version 1.0.1 - August 2021
- Financial Services Treasury Operations enables financial institutions to onboard and perform due diligence of treasury services. Conditional forms and workflow streamline agents’ work during the application creation, review, and approval stages, eliminating vulnerabilities related to missing information, human error, and delay.