--- 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 --- # Components installed with Financial Services Client Lifecycle # Components installed with Financial Services Client Lifecycle {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read 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. 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](https://www.servicenow.com/docs/access?context=find-components&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US). Demo data is available for this feature. ## Plugins installed {#installed-with-client-lifecycle__section_dr4_2sw_llb} {#installed-with-client-lifecycle__table_qdc_ksw_llb__entry__2} | Plugin | Description | |-|-| | Customer Service (com.sn_customerservice) | Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. | [Table 1. Plugins installed with Financial Services Client Lifecycle] {#installed-with-client-lifecycle__table_qdc_ksw_llb} ## Roles installed {#installed-with-client-lifecycle__section_wly_yyh_wdb} {#installed-with-client-lifecycle__table_u1t_gb1_wdb__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | Account Administrator \[sn_bom_clo_b2c.admin\] | This role gives access to all Client Lifecycle data and admin privileges. * Create users * Grant roles and assign users to groups * Configure the CLO application * Add, modify, and delete field options {#installed-with-client-lifecycle__ul_rqc_xkd_bqb} | * sn_bom.service_definition_admin * sn_bom_clo_b2c.agent {#installed-with-client-lifecycle__ul_fjj_myg_tpb} | | Account Manager \[sn_bom_clo_b2c.manager\] | This role provides all Client Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects. | * sn_bom_clo_b2c.agent * pa_viewer {#installed-with-client-lifecycle__ul_pcq_lyg_tpb} | | CLO contributor \[sn_bom_clo_b2c.contributor\] | * 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 {#installed-with-client-lifecycle__ul_pbw_lvc_qrb} 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](https://servicenow-prod.fluidtopics.net/_k8aAtmWw~gvbSaui5WAKQ "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * sn_bom.account_viewer * sn_bom.service_definition_read * sn_sla_definition_read * sn_bom_kyc.b2c_customer_viewer * sn_bom.customer_data_viewer * sn_bom.b2c_contributor * sn_bom_document.b2c_viewer * sn_customerservice.csm_workspace_user * sn_bom_document.b2c_collector {#installed-with-client-lifecycle__ul_mpv_gxc_qrb} | | CLO agent connector \[sn_bom_clo_b2c.agent_connector\] | * 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 {#installed-with-client-lifecycle__ul_vx3_kvc_qrb} 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](https://servicenow-prod.fluidtopics.net/_k8aAtmWw~gvbSaui5WAKQ "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * sn_bom.account_viewer * sn_sla_definition_read * sn_bom_kyc.b2c_customer_viewer * sn_bom.customer_data_viewer * sn_bom.viewer * sn_bom.account_data_viewer * sn_bom.agent * sn_bom_document.b2c_viewer * sn_bom_document.b2c_collector {#installed-with-client-lifecycle__ul_wx3_kvc_qrb} | | Client Lifecycle Agent \[sn_bom_clo_b2c.agent\] | This role gives access to all Client 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 {#installed-with-client-lifecycle__ul_a4v_ltd_bqb} | * sn_bom_kyc.b2c_customer_viewer * sn_bom_document.b2c_viewer * sn_bom.b2c_agent * sn_bom_document.b2c_collector {#installed-with-client-lifecycle__ul_d3z_p5z_vdb} | | Client Lifecycle Viewer \[sn_bom_clo_b2c.viewer\] | This role gives read-only access to all Financial Services Client Lifecycle data. | sn_bom.service_definition_read | | KYC Admin \[sn_bom_kyc.admin\] | This role gives access to all Financial Services Know Your Customer operations data and grants admin privileges. | * sn_bom.service_definition_admin * sn_bom_kyc.b2c_customer_agent * sn_bom_kyc.b2c_account_agent * sn_bom_kyc.b2c_contact_agent {#installed-with-client-lifecycle__ul_vzn_gdt_3qb} | | KYC Customer Agent \[sn_bom_kyc.b2c_customer_agent\] | This role gives access to all Financial Services Know Your Customer client-level contact data. | * sn_bom_clo_b2c.viewer * sn_bom_credit_asmt.b2c_viewer * sn_bom_document.b2c_viewer * sn_bom.b2c_agent {#installed-with-client-lifecycle__ul_jtr_qbt_3qb} | | KYC Contact Viewer \[sn_bom_kyc.b2c_customer_viewer\] | This role grants read-only views of account contact information. | sn_bom.service_definition_read | [Table 2. Roles installed with Financial Services Client Lifecycle] {#installed-with-client-lifecycle__table_u1t_gb1_wdb} ## Store applications installed {#installed-with-client-lifecycle__section_fvr_gtw_llb} {#installed-with-client-lifecycle__table_ulz_4tw_llb__entry__2} | Store application | Description | |-|-| | Financial Services Operations Core | Stores the data that is needed to create customer lifecycle cases. For more information, see . | | Financial Services Credit Operations | Enables the management of Credit service cases and tasks that are used in Financial Services Customer Lifecycle Operations workflows. For more information, see [Components installed with Financial Services Credit Operations](https://servicenow-prod.fluidtopics.net/4CnO3xMX0dtPZyt899gn6A "Several types of components are installed with the installation of the Financial Services Credit Operations application, including tables and user roles."). | | Financial Services Document Management | Enables the management of Document Services tasks that are used in Financial Services 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. | [Table 3. Store applications installed with Financial Services Client Lifecycle] {#installed-with-client-lifecycle__table_ulz_4tw_llb} ## Tables installed {#installed-with-client-lifecycle__section_s1x_dzh_wdb} {#installed-with-client-lifecycle__table_fbz_45z_vdb__entry__2} | Table | Description | |-|-| | Customer Lifecycle Base \[sn_bom_clo_b2c_base\] | Customer Lifecycle Base table extends the Financial Services Base \[sn_bom_case\] table. | | Account Lifecycle Service Case \[sn_bom_clo_b2c_service\] | Account Lifecycle Service Case extends the Customer Lifecycle Base \[sn_bom_clo_b2c_base\] table. | | Account Lifecycle Task \[sn_bom_clo_b2c_task\] | Account Lifecycle Task Case extends the Financial Task \[sn_bom_task\] table. | [Table 4. Tables installed with Financial Services Client Lifecycle] {#installed-with-client-lifecycle__table_fbz_45z_vdb}