Components installed with Financial Services Card Operations

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Components installed with Financial Services Card Operations

    The Financial Services Card Operations application includes various components such as tables, user roles, plugins, and store applications to facilitate credit card operations. For a detailed list of components, refer to the Application Files table.

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    Key Features

    • Plugins Installed:
      • Customer Service: Extends tables from the Customer Service Management application into Financial Services Operations.
    • Store Applications Installed:
      • Financial Services Operations Core: Manages customer data for credit card requests.
      • Financial Services Credit Operations: Handles Credit Risk Assessment tasks in card workflows.
      • Document Processor: Manages document services tasks related to card operations.
    • Roles Installed:
      • Credit Card Admin: Admin role for managing card operations and data access.
      • Credit Card Agent: Views and works on credit card cases.
      • Credit Card Contributor: Submits requests and views credit card case statuses.
      • Credit Card Viewer: Views credit card cases and data.
      • Card Dispute Manager: Manages disputes and accesses performance reports.
      • Card Dispute Agent: Works on dispute cases and tasks.
    • Tables Installed:
      • Card Base: Extends the Case table for credit card services.
      • Credit Card Service: Stores all credit card service cases.
      • Credit Card Task: Stores all credit card tasks.
      • Dispute Service: Stores dispute service cases.
      • Dispute Task: Stores dispute tasks.
      • Dispute Transaction: Stores all dispute transactions.

    Key Outcomes

    With the Financial Services Card Operations application, you can effectively manage credit card operations, assess credit risks, and handle disputes through a comprehensive set of tools and roles designed for various user needs. This enables streamlined workflows, improved customer service, and enhanced data management in financial operations.

    Several types of components are installed with the installation of the Financial Services Card Operations application, 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.

    Demo data is available for this application.

    Plugins installed

    Table 1. Plugins installed with the Financial Services Card Operations application
    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

    Table 2. Store applications installed with the Financial Services Card Operations application
    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make credit card requests. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
    Financial Services Credit Operations Enables the management of Credit Risk Assessment tasks that are used in the card operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Document Processor Enables the management of document services tasks that are used in the card operations workflows. For more information, see Integrate with Financial Services Document Processor.

    Roles installed

    Table 3. Roles installed with the Financial Services Card Operations application
    Role title [name] Description Contains roles
    Credit card admin

    [sn_bom_credit_card.admin]

    		 Application-specific admin role that can:
    • Grant card operations roles
    • Delete credit card cases and tasks
    • Read, write, and create access to the credit card data.
    Note:
    The sn_bom.admin role contains the sn_bom_credit_card.admin role when the Financial Services Card Operations application is installed.
    		 sn_bom_credit_card.agent
    Credit card agent

    [sn_bom_credit_card.agent]
    • View the overall status of credit card cases
    • Work on credit card cases and tasks
    • sn_ind.write
    • sn_bom_credit_asmt.viewer
    • sn_bom_credit_card_account.viewer
    • sn_bom_document.viewer
    • sn_esm_agent
    Credit card contributor

    [sn_bom_credit_card.contributor]
    • Submit credit card requests
    • View the status of credit card cases, credit assessment tasks, and document services tasks
    • Work on credit card case and collect inbound documents for accounts managed by this role until the New 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.b2c_contributor
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom_credit_card_account.viewer
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    Credit card agent connector

    [sn_bom_credit_card.agent_connector]
    • Submit credit card requests
    • Work on credit card and tasks to fulfill card requests for accounts managed by this role
    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_credit_asmt.b2c_viewer
    • sn_bom.viewer
    • sn_bom_credit_card_account.viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    Credit card viewer

    [sn_bom_credit_card.viewer]

    		 View credit card cases and related data
    • sn_ind.write
    • sn_customerservice.case_viewer
    • sn_bom.credit_card_account_viewer
    Credit card account viewer

    [sn_bom.credit_card_account_viewer]

    		 View credit card data entities
    Card dispute manager [sn_bom_credit_card.dispute_manager]
    • Manage dispute functions
    • View the Performance Analytics reports in the dashboard
    • Use Process Mining projects for dispute management processes
    		 sn_bom_credit_card.dispute_agent

    Card dispute agent

    [sn_bom_credit_card.dispute_agent]
    • View the status of dispute cases
    • Work on dispute cases and tasks
    • sn_bom.customer_data_viewer
    • sn_bom.account_data_viewer
    • sn_bom.credit_card_account_viewer
    • sn_bom.b2b_agent
    • sn_bom.deposit_account_viewer
    • sn_bom.b2b_credit_card_account_viewer
    • sn_bom.b2c_agent

    Card dispute agent connector

    [sn_bom_credit_card.dispute_agent_connector]
    • Submit dispute requests
    • Work on dispute tasks to resolve requests for accounts managed by this role
    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.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.credit_card_account_viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    • sn_bom.b2b_credit_card_account_viewer
    Card dispute viewer

    [sn_bom_credit_card.dispute_viewer]

    		 View dispute cases and related data
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.account_data_viewer
    • sn_bom.credit_card_account_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom.b2b_credit_card_account_viewer

    Tables installed

    Table 4. Tables installed with the Financial Services Card Operations application
    Table Description
    Card Base

    [sn_bom_card_base]

    		 Extends the Case [sn_customerservice_case] table. Credit Card Service table extends the Card Base table.
    Credit Card Service

    [sn_bom_credit_card_service]

    		 Stores all credit card service cases. This table extends the Card Base [sn_bom_card_base] table.
    Credit Card Task

    [sn_bom_credit_card_task]

    		 Stores all credit card tasks. This table extends the Financial Task [sn_bom_task] table.

    Dispute Service

    [sn_bom_credit_card_disputes_service]    		 Stores all dispute service cases. This table extends the Card Base [sn_bom_card_base] table.

    Dispute Task

    [sn_bom_credit_card_disputes_task]    		 Stores all dispute tasks. This table extends the Financial Task [sn_bom_task] table.

    Dispute Transaction

    [sn_bom_credit_card_disputes_transaction]    		 Stores all dispute transactions.