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sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

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    - xanadu

ft:locale :

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ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

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---

# Content pack for Financial Services Operations

# Content pack 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

Using the Process Mining content pack with Financial Services Operations (FSO) enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with FSO cases.  
Important:  
Starting with the Vancouver release, the Process Optimization application has been renamed to Process Mining.

For information about enabling the FSO Process Mining Content Pack, see [Activate Process Mining content packs](https://servicenow-prod.fluidtopics.net/jrjSBRROESrQGAIMceX7eA "Activate Process Mining content packs to access pre-built projects for specific areas of your business.").

## Optimization projects {#integration-fso-process-opt__section_ify_rhv_54b}

The content pack adds pre-built Process Mining project model definitions for these Financial Services Operations applications.

* Financial Services Business Deposit Operations
* Financial Services Business Loan Operations
* Financial Services Business Lifecycle
* Financial Services Card Operations
* Financial Services Client Lifecycle
* Financial Services Complaint Management
* Financial Services Payment Operations
* Financial Services Personal Loan Operations
* Financial Services Personal Deposit Operations
* Financial Services Treasury Operations
* Individual Life Servicing
* Group Life Servicing
* Commercial Lines Claims
* Personal Lines Claims
* Intelligent Servicing for Fraud

{#integration-fso-process-opt__ul_djm_4dh_54b}You can also configure a new process project that is based on a pre-built project. For more information, see [Create a project or template using Project Builder](https://servicenow-prod.fluidtopics.net/M_d8qXuYwg5jpe_SJumjOQ "Create and mine a project using the Project Builder to analyze and optimize your business processes. Create a template to reuse it when you want to use the same project conditions multiple times. In the Project Builder, the entire process is broken down into three sections and an overview to make the task easier and more efficient.").

## Roles {#integration-fso-process-opt__section_ysk_vhv_54b}

Based on the Financial Services Operations application that you're using the Process Mining application for, you need the following roles.{#integration-fso-process-opt__table_un4_sqg_ttb__entry__2}

| Financial Services Operations application | Required role |
|-|-|
| Financial Services Card Operations | Dispute management: sn_bom_credit_card.dispute_manager and sn_process_optimization_analyst |
| Financial Services Payment Operations | sn_bom_payment.payments_manager and sn_process_optimization_analyst |
| Financial Services Business Loan Operations | sn_bom_loan_b2b.manager and sn_process_optimization_analyst |
| Financial Services Personal Loan Operations | sn_bom_loan.b2c_manager and sn_process_optimization_analys |
| Financial Services Business Lifecycle | sn_bom_clo_b2b.manager and sn_process_optimization_analyst |
| Financial Services Client Lifecycle | sn_bom_clo_b2c.manager and sn_process_optimization_analyst |
| Financial Services Complaint Management | sn_bom_compl.manager and sn_process_optimization_analyst |
| Financial Services Business Deposit Operations | sn_bom_deposit_b2b.manager and sn_process_optimization_analyst |
| Financial Services Personal Deposit Operations | sn_bom_deposit_b2c.manager and sn_process_optimization_analyst |
| Commercial Lines Claims | sn_ins_claim_cml.manager and sn_process_optimization_analyst |
| Personal Lines Claims | sn_ins_claim_pers.manager and sn_process_optimization_analyst |
| Financial Services Treasury Operations | sn_bom_treasury.admin and sn_process_optimization_analyst |
| Individual Life Servicing | sn_ins_indiv_life.manager and sn_process_optimization_analyst |
| Group Life Servicing | sn_ins_group_life.manager and sn_process_optimization_analyst |
| Intelligent Servicing for Fraud | sn_bom_fraud.manager and sn_process_optimization_analyst |
[Table 1. Financial Services Operations required roles for Process Mining]

{#integration-fso-process-opt__table_un4_sqg_ttb}
* **[Example of Process Mining for Financial Services Operations](https://servicenow-prod.fluidtopics.net/eAx52FOLNfBUWxFckcIssA)**   
  Analyze a process for financial services cases and identify bottlenecks to minimize delays in the case flow for a better customer experience.

**Related concepts**   

* [Example of Process Mining for Financial Services Operations](https://servicenow-prod.fluidtopics.net/eAx52FOLNfBUWxFckcIssA "Analyze a process for financial services cases and identify bottlenecks to minimize delays in the case flow for a better customer experience.")