Components installed with Financial Services Business Deposit Operations

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

    The Financial Services Business Deposit Operations application installs various essential components, including tables, user roles, and scheduled jobs, along with related plugins and store applications if not previously installed. Access to the Application Files table provides a comprehensive list of these components.

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    Key Features

    • Plugins Installed:
      • Customer Service: Enables table extensions from the Customer Service Management application.
    • Store Applications Installed:
      • Financial Services Operations Core: Manages customer data for deposit service requests.
      • Document Processor: Facilitates document services tasks in deposit operations workflows.
      • Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
      • CSM Contributor User: Allows middle office teams to create cases for customer requests.
    • Roles Installed:
      • Deposit Admin: System administrator for deposit operations with full access to manage roles and cases.
      • Deposit Agent: Responsible for creating and managing deposit service cases.
      • Deposit Contributor: Can create cases and work on tasks until a specified stage, requiring a combination with CSM Contributor user roles.
      • Deposit Agent Connector: Handles cases for managed accounts, requiring a combination with CSM industry data model roles.
      • Deposit Manager: Views performance analytics and uses optimization projects.
      • Deposit Viewer: Provides read-only access to all deposit service cases and related data.
    • Tables Installed:
      • Deposit Base: Core business deposit service case table.
      • Deposit Operating Instruction: Stores operating instructions for business deposit cases.
      • Business Deposit Service Case: Table for storing all business deposit cases extending from the Deposit Base.
      • Business Deposit Task: Stores deposit tasks associated with business deposit cases.

    Key Outcomes

    By utilizing the components installed with the Financial Services Business Deposit Operations application, customers can efficiently manage deposit services, streamline workflows, and enhance user roles within their operations, ensuring improved service delivery and operational efficiency.

    Several types of components are installed with installation of the Financial Services Business Deposit Operations application, including tables, user roles, and scheduled jobs. The application also installs related plugins and store applications if they aren’t 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.

    Plugins installed

    Plugin Description
    Customer Service

    [com.sn_customerservice]

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

    Store applications installed

    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make deposit service requests. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
    Document Processor Enables management of document services tasks that are used in Financial Services Business Deposit Operations workflows. For more information, see Integrate with Financial Services Document Processor.
    Playbooks for Customer Service Management Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see Playbooks for Customer Service Management.
    CSM Contributor User Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.

    Roles installed

    Role title [name] Description Contains roles
    Deposit admin

    [sn_bom_deposit_b2b.admin]

    		 Application-specific system administrator role for deposit operations that can:
    • Grant deposit operations roles
    • Delete deposit service cases and tasks
    • Configure the deposit operations application
    • Create and modify deposit service definitions
    • Read, write, and create access to deposit data
    • sn_bom.service_definition_admin
    • sn_bom_deposit_b2b.agent
    • sn_bom_deposit_b2b.manager
    Deposit agent

    [sn_bom_deposit_b2b.agent]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit service cases and tasks
    • sn_bom_document.b2b_viewer
    • sn_bom.b2b_agent
    • sn_bom_document.b2b_collector
    • sn_bom.deposit_account_viewer
    Deposit contributor

    [sn_bom_deposit_b2b.contributor]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Deposit agent connector

    [sn_bom_deposit_b2b.agent_connector]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Deposit manager

    [sn_bom_deposit_b2b.manager]
    • View the Performance Analytics reports in the deposit operations dashboard
    • Use Process Mining projects for deposit operations processes
    		 sn_bom_deposit_b2b.agent
    Deposit viewer

    [sn_bom_deposit_b2b.viewer]

    		 Has read-only access to all deposit service cases and related data
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    Table Description
    Deposit Base

    [sn_bom_deposit_b2b_base]

    		 Business Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base [sn_bom_case] table.
    Deposit Operating Instruction

    [sn_bom_deposit_b2b_operating_instruction]

    		 Stores all operating instructions for all business deposit cases.
    Business Deposit Service Case

    [sn_bom_deposit_b2b_service]

    		 Stores all business deposit cases. This table extends the Deposit Base [sn_bom_deposit_b2b_base] table.
    Business Deposit Task

    [sn_bom_deposit_b2b_task]

    		 Stores all deposit tasks for all business deposit cases. This table extends the Financial Task [sn_bom_task] table.