Components installed with Financial Services Business Lifecycle

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Components Installed with Financial Services Business Lifecycle

    The activation of the Financial Services Business Lifecycle (snbomclob2b) plugin installs various components that are crucial for managing Financial Services operations. This includes essential tables, user roles, and related plugins and store applications, enhancing the application's functionality for users in the financial sector.

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    Key Features

    • Plugins Installed: The primary plugin is the Customer Service plugin, which allows the extension of Customer Service Management tables into Financial Services Operations applications.
    • Roles Installed: Several user roles are included, such as:
      • Account Administrator: Access to all Financial Services data with admin privileges.
      • Account Manager: Capabilities for managing accounts and viewing performance analytics.
      • CLO Contributor: Create and manage CLO service cases, requiring a combination with CSM Contributor roles.
      • CLO Agent Connector: Similar capabilities as the contributor role but for agents, needing CSM industry data model roles.
      • Account Lifecycle Agent: Full access to account lifecycle data and case management.
      • Contact Lifecycle Agent: Management of contact cases and data.
      • Various KYC roles: Access to Know Your Customer operations and data management.
    • Store Applications Installed: Includes various applications such as Financial Services Operations Core, Credit Operations, Document Management, KYC, CSM Playbook, and Contributor User, each facilitating specific functionalities within Customer Lifecycle Operations.
    • Tables Installed: Key tables include:
      • Customer Lifecycle Base: Extends the Financial Services Base table.
      • Account Lifecycle Service Case: Extends the Customer Lifecycle Base table.
      • Contact Lifecycle Service Case: Also extends the Customer Lifecycle Base table.

    Key Outcomes

    By utilizing the Financial Services Business Lifecycle components, ServiceNow customers can effectively manage their financial services operations, streamline case management, and enhance user role capabilities. This integration supports improved customer interactions and operational efficiency within the financial services sector.

    Several types of components are installed with the activation of the Financial Services Business Lifecycle (sn_bom_clo_b2b) plugin, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Demo data is available for this feature.

    Plugins installed

    Table 1. Plugins installed with activation of the Financial Services Business Lifecycle application
    Plugin Description
    Customer Service

    (com.sn_customerservice)

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Roles installed

    Table 2. Roles installed with activation of the Financial Services Business Lifecycle application
    Role title [name] Description Contains roles
    Account Administrator

    [sn_bom_clo_b2b.admin]

    		 In addition to admin privileges, this role gives access to all Financial Services Business Lifecycle operations data.
    • Create users
    • Grant roles and assign users to groups
    • Configure the CLO application
    • Add, modify, and delete field options
    • sn_bom.service_definition_admin
    • sn_bom_clo_b2b.account_lifecycle_agent
    Account Manager

    [sn_bom_clo_b2b.manager]

    		 This role provides all Financial Services Business Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects.
    • pa_viewer
    • sn_bom_clo_b2b.account_lifecycle_agent
    CLO contributor

    [sn_bom_clo_b2b.contributor]
    • Create CLO service cases and enter case data
    • View the overall status of cases
    • Work on CLO service cases and tasks until the Initiate and review stage
    Important:
    For the contributor role to work, it must be combined with one of the CSM Contributor users roles. For more information, see Roles and Personas.
    • sn_bom.account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.account_data_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom_document.b2b_collector
    CLO agent connector

    [sn_bom_clo_b2b.agent_connector]
    • Create CLO service cases and enter case data
    • View the overall status of cases
    • Work on CLO service cases and tasks to fulfill requests for accounts managed by them
    Important:
    For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_document.b2b_collector
    Account Lifecycle Agent

    [sn_bom_clo_b2b.account_lifecycle_agent]

    		 This role gives access to all Financial Services Business Lifecycle data.
    • Create cases and enter case data
    • Assign tasks to self or other agents
    • Enter and update applicant information
    • Perform various verification tasks
    • Approve accounts
    • Close cases
    • sn_bom.account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_agent
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.b2b_agent
    • sn_bom_document.b2b_collector
    Contact Lifecycle Agent

    [sn_bom_clo_b2b.contact_lifecycle_agent]

    		 This role gives access to Contact Lifecycle operation data.
    • Create contact cases and enter data
    • Assign tasks to self or other agents
    • Enter and update contact information
    • Perform various verification tasks
    • Close contact cases
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.b2b_agent
    • sn_bom_document.b2b_collector
    Account Lifecycle Viewer

    [sn_bom_clo_b2b.account_lifecycle_viewer]

    		 This role gives read-only access to all Account Lifecycle operations data.
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom.service_definition_read
    Contact Lifecycle Viewer

    [sn_bom_clo_b2b.contact_livecycle_viewer]

    		 This role gives read-only access to all Financial Services Business Lifecycle data.

    sn_bom.service_definition_read
    Know Your Customer Admin

    [sn_bom_kyc.admin]

    		 This role gives access to all KYC operations data and grants admin privileges.
    • sn_bom.service_definition_admin
    • sn_bom_kyc.b2c_customer_agent
    • sn_bom_kyc.b2b_account_agent
    • sn_bom_kyc.b2b_contact_agent
    Know Your Customer Contact Agent

    [sn_bom_kyc.b2b_contact_agent]

    		 This role gives access to all Business KYC operations contact data.
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.b2b_agent
    KYC Account Agent

    [sn_bom_kyc.b2b_account_agent]

    		 This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data.
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.b2b_agent
    • sn_bom_kyc.b2b_contact_agent
    KYC Contact Viewer

    [sn_bom_kyc.b2b_contact_viewer]

    		 This role grants read-only views of Financial Services Know Your Customer account contact information.

    sn_bom.service_definition_read
    KYC Account Viewer

    [sn_bom_kyc.b2b_account_viewer]

    		 This role grants read-only views of Financial Services Know Your Customer account information.
    • sn_bom.service_definition_read
    • sn_bom_kyc.b2b_contact viewer

    Store applications installed

    Table 3. Store applications installed with activation of the Financial Services Business Lifecycle application
    Store application Description
    Financial Services Operations Core Stores the data that is needed to create Customer Lifecycle Operations cases. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
    Financial Services Credit Operations Enables the management of Credit service cases and tasks that are used in Customer Lifecycle Operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Financial Services Document Management Enables the management of Document Services tasks that are used in Customer Lifecycle Operations workflows. For more information, see .
    Financial Services Know Your Customer (KYC) Enables KYC Agents to review and evaluate the eligibility of new account applicants.
    CSM Playbook Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations.
    CSM Contributor User Enables middle office teams to engage in resolving customer issues and requests.

    Tables installed

    Table 4. Tables installed with activation of the Financial Services Business Lifecycle application
    Table Description
    Customer Lifecycle Base

    [sn_bom_clo_b2b_base]

    		 Customer Lifecycle Base table extends the Financial Services Base [sn_bom_case] table.
    Account Lifecycle Service Case

    [sn_bom_clo_b2b_account_service]

    		 Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table.
    Account Lifecycle Task

    [sn_bom_clo_b2b_account_task]

    		 Account Lifecycle Task Case extends the Financial Task [sn_bom_task] table.
    Contact Lifecycle Service Case

    [sn_bom_clo_b2b_contact_service]

    		 Contact Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table.
    Contact Lifecycle Task

    [sn_bom_clo_b2b_contact_task]

    		 Contact Lifecycle Task extends the Financial Task [sn_bom_task] table.