---
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


---

# Platform Analytics and Reporting Solutions

# Platform Analytics Solutions for Financial Services Operations {#ariaid-title1}

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

The Platform Analytics Solution contains prepackaged Performance Analytics content that you can use with other ServiceNow AI Platform products. The solution provides you with data visualizations that help you to improve your business processes and quantify the value of your self-services.

## Required roles and tasks {#fso-content-pack__section_mln_nd2_t4b}

The following roles and tasks are associated with this Platform Analytics Solution:

* ServiceNow AI Platform administrator (admin): Install and activate this Platform Analytics Solution and make any necessary changes to the system properties.
* Performance Analytics administrator (pa_admin): Review the indicators, breakdowns, widgets, and dashboards. Set up and start the data collection. Share the dashboards with appropriate stakeholders.
* Performance Analytics viewer (pa_viewer): View Performance Analytics dashboards.
{#fso-content-pack__ul_nln_nd2_t4b}
* **[Activate the Analytics and Reporting Solution for Financial Services Operations](https://servicenow-prod.fluidtopics.net/bUn5jLi4vtx~15R6LOsfXg)**   
  Activate the content pack ServiceNow Store application for the Platform Analytics.
* **[Financial Services Business Deposit Operations dashboard](https://servicenow-prod.fluidtopics.net/gYw5FYrE455bx5wy2jZB3w)**   
  With the Financial Services Business Deposit Operations dashboard, you can get an insight into how your team and business are performing for deposit service requests received for your financial services. You can monitor the status of deposit service cases, see trends, and drill down into the details from a single view.
* **[Financial Services Business Loan Operations dashboard](https://servicenow-prod.fluidtopics.net/J00jG4hr_DaSQf8zdaKrbA)**   
  With the Financial Services Business Loan Operations dashboard, you can get an insight into how your team and business are performing for business loan cases. You can monitor the status of loan cases, see trends, and drill down into the details from a single view.
* **[Dispute Management dashboard](https://servicenow-prod.fluidtopics.net/24tfbIYXMidJcaAhz2xHhw)**   
  With the Dispute Management dashboard, you can get an insight into how your team and business are performing for the card service requests that were received for your financial services.
* **[Financial Services Complaint Management dashboard](https://servicenow-prod.fluidtopics.net/i2aY9MWUsAHjZzQ8nxW3sQ)**   
  With the Financial Services Complaint Management dashboard, you can get an insight into how your team and business are performing for the complaints that were received for your financial services. You can monitor the status of the complaint service cases, see trends, and drill down into the details from a single view.
* **[Commercial Lines Claims dashboard](https://servicenow-prod.fluidtopics.net/tZI2h5VvxND8ymWLNYNqnA)**   
  With the Commercial Lines Claims dashboard, you can get an insight into how your team and business are performing for the personal policy service requests that were received for your insurance services.
* **[Commercial Lines Servicing dashboard](https://servicenow-prod.fluidtopics.net/gjn516t_NcJfBwNNwreVFw)**   
  With the Commercial Lines Servicing dashboard, you can get an insight into how your team and business are performing for the personal policy service requests that were received for your insurance services.
* **[Financial Services Business Lifecycle dashboard](https://servicenow-prod.fluidtopics.net/Z5K8z8vBKXhpmy7Wsp2ywQ)**   
  With the Business Lifecycle Operations dashboard, you can get insight into how your team and business are performing for the business lifecycle cases.
* **[Financial Services Client Lifecycle dashboard](https://servicenow-prod.fluidtopics.net/GR7pA7kBIB896sYSsWq3mA)**   
  With the Financial Services Client Lifecycle dashboard, you can get insight into how your team and business are performing for the client lifecycle cases.
* **[Group Life Servicing dashboard](https://servicenow-prod.fluidtopics.net/DuhtTG2UNQSip0mL62C~gg)**   
  With the Group Life Servicing dashboard, you can get an insight into how your team and business are performing for the group policy service requests that were received for your insurance services.
* **[Individual Life Servicing dashboard](https://servicenow-prod.fluidtopics.net/JuHoGuvA90TYLTlVDR4GBQ)**   
  With the Individual Life Servicing dashboard, you can get an insight into how your team and business are performing for the individual policy service requests that were received for your insurance services.
* **[Financial Services Payment Operations dashboard](https://servicenow-prod.fluidtopics.net/LeYh_mwZgSWZ9_HXT_oSJw)**   
  With the Financial Services Payment Operations dashboard, you can get an insight into how your team and business are performing for payment inquiries, claims, and debits.
* **[Financial Services Personal Deposit Operations dashboard](https://servicenow-prod.fluidtopics.net/lXpOS9Z~d1IgfesoFAZstw)**   
  With the Financial Services Personal Deposit Operations dashboard, you can get an insight into how your team and business are performing for the deposit service requests received for your financial services. You can monitor the status of the deposit service cases, see trends, and drill down into the details from a single view.
* **[Personal Lines Claims dashboard](https://servicenow-prod.fluidtopics.net/BtvLT7sSbXVtPoHfM5PN8Q)**   
  With the Personal Lines Claims dashboard, you can get an insight into how your team and business are performing for the claim service requests that were received for your personal lines policies.
* **[Personal Lines Servicing dashboard](https://servicenow-prod.fluidtopics.net/uam3_B5~U3rRkz8qUvLHlA)**   
  With the Personal Lines Servicing dashboard, you can get an insight into how your team and business are performing for the personal policy service requests that were received for your insurance services.
* **[Financial Services Personal Loan Operations dashboard](https://servicenow-prod.fluidtopics.net/tHaUbY8L1_at4Yso4fkYBw)**   
  With the Financial Services Personal Loan Operations dashboard, you can get an insight into how your team and business are performing for the personal loan cases. You can monitor the status of loan cases, see trends, and drill down into the details from a single view.
* **[Financial Services Treasury Operations dashboard](https://servicenow-prod.fluidtopics.net/NZHAbXcmZ4_0EOi1mvB03Q)**   
  With the Financial Services Treasury Operations dashboard, you can get an insight into how your team and business are performing for the treasury service requests that were received for your financial services.

**Related topics**   

* [Analytics and Reporting Solutions](https://www.servicenow.com/docs/access?context=content-packs-in-form-analytics&version=xanadu&pubname=xanadu-now-intelligence&ft:locale=en-US)