---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Install Financial Services Client Lifecycle

# Install Financial Services Client Lifecycle {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can install the Financial Services Client Lifecycle application
(sn_bom_clo_b2c) if you have the admin role. The application includes demo data
and installs related ServiceNow® Store applications and plugins if they are
not already installed.

## Before you begin

* Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see [Get entitlement for a ServiceNow
  product or application](https://store.servicenow.com/$appstore.do#!/store/help?article=KB0030186).

{#install-client-lifecycle__ul_zqd_pm5_spb}

Role required: admin

## About this task

The following items are installed with Financial Services Client Lifecycle:

* Plugins
* Store applications
* Roles
* Tables
{#install-client-lifecycle__ul_brd_pm5_spb}

For more information, see [Components installed
with Financial Services Client Lifecycle](https://servicenow-prod.fluidtopics.net/LPDLfWcaKtMRw0fplutrgA "Several types of components are installed with the activation of the Financial Services Client Lifecycle (sn_bom_clo_b2c) plugin, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.").

## Procedure

1. Navigate to AllSystem ApplicationsAll Available ApplicationsAll.
2. Find the Financial Services Client Lifecycle application (sn_bom_clo_b2c) using the filter criteria and search bar.  
   You can search for the application by its name or ID. If you cannot find the
   application, you might have to request it from the ServiceNow Store.

   Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/bundle/store-release-notes/page/release-notes/store/sn-store-release-notes.html).
3. In the Application installation dialog box, review the application dependencies.  
   Dependent plugins and applications are listed if they will be installed, are
   currently installed, or need to be installed. If any plugins or applications
   need to be installed, you must install them before you can install Financial Services Client Lifecycle.
   {#install-client-lifecycle__step-review-dependencies}
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4. **Optional:** If demo data is available and you want to install it, select the Load demo data check box.  
   Demo data comprises the sample records that describe application features for the common use cases. Load the demo data when you first install the application on a development or test instance.
5. Select Install.
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