Setting up Financial Services Operations Core

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can install the Financial Services Operations Core application (sn_bom) 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

    Role required: admin

    About this task

    The following items are installed with Financial Services Operations Core:
    • Plugins
    • Roles
    • Business rules
    • Tables

    For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.

    Procedure

    1. Navigate to All > System Applications > All Available Applications > All.
    2. Find the Financial Services Operations Core application (sn_bom) 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 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.

    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 Operations Core.

    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.
      Important:
      If you don't load the demo data during installation, it's unavailable to load later.
    5. Select Install.