Components installed with Financial Services Business Deposit Operations

  • Release version: Xanadu
  • Updated August 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 multiple components essential for managing business deposit services. These include tables, user roles, scheduled jobs, related plugins, and store applications. This setup ensures comprehensive functionality for handling deposit service requests, case management, and workflow processes within the Financial Services Operations environment.

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    Plugins Installed

    • Customer Service [com.sncustomerservice]: Extends tables from Customer Service Management into Financial Services Operations applications, enabling integrated service management.

    Store Applications Installed

    • Financial Services Operations Core: Stores customer data needed for deposit service requests.
    • Document Processor: Manages document services tasks within deposit operations workflows.
    • Playbooks for Customer Service Management: Provides a visual, task-oriented workflow view for consistent handling of common customer situations.
    • CSM Contributor User: Enables middle office teams to create cases for customer requests.

    Roles Installed

    The application defines several roles tailored to deposit operations, each with specific permissions:

    • Deposit Admin: System administrator role for deposit operations with broad capabilities, including role assignment, case deletion, service configuration, and data management.
    • Deposit Agent: Can create and manage deposit service cases, enter data, and monitor case status.
    • Deposit Contributor: Similar to Agent but limited to tasks up to the "Initiate and review" stage; requires combination with CSM Contributor roles.
    • Deposit Agent Connector: Manages deposit cases for accounts assigned to them; requires combination with CSM industry data model roles.
    • Deposit Manager: Accesses performance analytics dashboards and process mining projects for deposit operations.
    • Deposit Viewer: Read-only access to all deposit service cases and related data.

    Tables Installed

    The application installs specialized tables to support deposit operations:

    • Deposit Base [snbomdepositb2bbase]: Extends the Financial Services Base table and serves as a foundation for business deposit cases.
    • Business Deposit Service Case [snbomdepositb2bservice]: Stores all business deposit cases, extending the Deposit Base table.
    • Business Deposit Task [snbomdepositb2btask]: Contains all tasks related to business deposit cases, extending the Financial Task table.
    • Deposit Operating Instruction [snbomdepositb2boperatinginstruction]: Stores operating instructions for business deposit cases.

    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 .
    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.