Components installed with Financial Services Business Loan Operations

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

    The Financial Services Business Loan Operations application installs various components, including tables, user roles, plugins, and store applications. These components are essential for managing loan operations effectively within the ServiceNow platform. Customers can access a detailed list of these components in the Application Files table.

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    Key Features

    • Installed Plugins:
      • Customer Service: Allows extension of tables from the Customer Service Management application into Financial Services applications.
    • Installed Store Applications:
      • Financial Services Operations Core: Manages customer data necessary for loan service requests.
      • Financial Services Credit Operations: Facilitates management of credit service cases and tasks in loan workflows.
      • Document Processor: Manages document services tasks for loan operations.
      • Playbooks for Customer Service Management: Visualizes business process workflows for consistent response handling.
    • Installed Roles:
      • Loan Admin: System admin role for configuring loan operations and managing loan data.
      • Loan Agent: Views loan status and works on cases and tasks.
      • Loan Contributor: Submits service requests and manages document collection.
      • Loan Agent Connector: Similar to Loan Agent, with additional responsibilities for industry data model roles.
      • Loan Manager: Views dashboards and optimizes loan operations.
      • Loan Viewer: Accesses loan cases and related data.
    • Installed Tables:
      • Loan Base: Extends the Case table for loan service cases.
      • Loan Service Case: Stores all loan service cases, extending Loan Base.
      • Loan Task: Stores all business loan tasks, extending Financial Task table.

    Key Outcomes

    By leveraging the components installed with Financial Services Business Loan Operations, customers can efficiently manage loan processes, streamline service requests, and ensure accurate tracking of loan cases and tasks. This setup enhances operational efficiency and supports the delivery of quality service to clients in the financial services sector.

    Several types of components are installed with the installation of the Financial Services Business Loan Operations application, including tables and user roles. 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.

    Demo data is available for this feature.

    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 loan service requests. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
    Financial Services Credit Operations Enables the management of Credit service cases and tasks that are used in loan operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Document Processor Enables the management of document services tasks that are used in loan 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.

    Roles installed

    These roles correspond to Business Loan Operations.

    Role title [name] Description Contains roles
    Loan admin

    [sn_bom_loan_b2b.admin]

    		 Application-specific system administrator role for business loans that can:
    • Configure the loan operations application
    • Create and modify loan service definitions
    • Has read, write, and create access to loan data
    • Grant loan operations roles
    • Delete loan cases and tasks
    Note:
    The sn_bom.admin role contains the sn_bom_loan_b2b.admin role when the Financial Services Business Loan Operations application is installed.
    • sn_bom.service_definition_admin
    • sn_bom_loan_b2b.agent
    • sn_bom_loan_b2b.manager
    Loan agent

    [sn_bom_loan_b2b.agent]
    • View the overall status of loan cases
    • Work on loan cases and tasks to fulfil loan requests.
    • sn_bom.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.b2b_agent
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan contributor

    [sn_bom_loan_b2b.contributor]
    • Submit loan service requests
    • View the status of loan service cases
    • Work on loan case and collect inbound documents for accounts managed by them till 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.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan agent connector

    [sn_bom_loan_b2b.agent_connector]
    • Submit loan service requests
    • Work on loan cases and tasks to fulfil loan 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.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan manager

    [sn_bom_loan_b2b.manager]
    • View the business loan operations dashboard
    • Use Process Mining for Business Loan Operations processes
    • sn_bom_loan_b2b.agent
    • pa_viewer
    Loan viewer

    [sn_bom_loan_b2b.viewer]

    		 View loan cases and related data
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    These tables correspond to Business Loan Operations.

    Table Description
    Loan Base

    [sn_bom_loan_base]

    		 Loan Service Case table extends the Loan Base table. Loan Base table extends the Case [sn_customerservice_case] table.
    Loan Service Case

    [sn_bom_loan_service]

    		 Stores all business loan service cases. This table extends the Loan Base [sn_bom_loan_base] table.
    Loan Task

    [sn_bom_loan_task]

    		 Stores all business loan tasks. This table extends the Financial Task [sn_bom_task] table.