Components installed with Financial Services Client Lifecycle

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Components Installed with Financial Services Client Lifecycle

    The activation of the Financial Services Client Lifecycle (snbomclob2c) plugin installs several key components to enhance customer lifecycle operations. This includes tables, user roles, and related plugins, with demo data available for practical use.

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    Key Features

    • Plugins Installed: The application includes the Customer Service plugin to extend tables from the Customer Service Management application into Financial Services Operations.
    • Roles Installed: Several roles facilitate various permissions and functionalities, such as:
      • Account Administrator: Full access to Client Lifecycle data and administrative tasks.
      • Account Manager: Enables performance monitoring and optimization.
      • CLO Contributor: Allows the creation and management of CLO service cases.
      • CLO Agent Connector: Manages service cases while requiring additional CSM roles for full functionality.
      • Client Lifecycle Agent: Comprehensive access for managing cases and applicant details.
      • Client Lifecycle Viewer: Read-only access to Client Lifecycle data.
      • KYC Roles: Provide access to Know Your Customer operations and data management.
    • Store Applications Installed: Essential applications include Financial Services Operations Core, Credit Operations, Document Management, KYC, CSM Playbook, and CSM Contributor User, each serving specific operational needs.
    • Tables Installed: Key tables such as Customer Lifecycle Base, Account Lifecycle Service Case, and Account Lifecycle Task enable structured data management and case handling.

    Key Outcomes

    By leveraging these components, ServiceNow customers can efficiently manage customer lifecycle processes, enhance collaboration across teams, and maintain compliance with KYC regulations. The organized structure of roles and tables supports streamlined operations and better decision-making in customer service workflows.

    Several types of components are installed with the activation of the Financial Services Client Lifecycle (sn_bom_clo_b2c) plugin, 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 feature.

    Plugins installed

    Table 1. Plugins installed with Financial Services Client Lifecycle
    Plugin Description
    Customer Service

    (com.sn_customerservice)

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Roles installed

    Table 2. Roles installed with Financial Services Client Lifecycle
    Role title [name] Description Contains roles
    Account Administrator

    [sn_bom_clo_b2c.admin]

    		 This role gives access to all Client Lifecycle data and admin privileges.
    • Create users
    • Grant roles and assign users to groups
    • Configure the CLO application
    • Add, modify, and delete field options
    • sn_bom.service_definition_admin
    • sn_bom_clo_b2c.agent
    Account Manager

    [sn_bom_clo_b2c.manager]

    		 This role provides all Client Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects.
    • sn_bom_clo_b2c.agent
    • pa_viewer
    CLO contributor

    [sn_bom_clo_b2c.contributor]
    • Create CLO service cases and enter case data
    • View the overall status of cases
    • Work on CLO 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_bom.account_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom_document.b2c_collector
    CLO agent connector

    [sn_bom_clo_b2c.agent_connector]
    • Create CLO service cases and enter case data
    • View the overall status of cases
    • Work on CLO 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_bom.account_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_bom_document.b2c_collector
    Client Lifecycle Agent

    [sn_bom_clo_b2c.agent]

    		 This role gives access to all Client Lifecycle data.
    • Create cases and enter case data
    • Assign tasks to self or other agents
    • Enter and update applicant information
    • Perform various verification tasks
    • Approve accounts
    • Close cases
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_bom_document.b2c_collector
    Client Lifecycle Viewer

    [sn_bom_clo_b2c.viewer]

    		 This role gives read-only access to all Financial Services Client Lifecycle data.

    sn_bom.service_definition_read
    KYC Admin

    [sn_bom_kyc.admin]

    		 This role gives access to all Financial Services Know Your Customer operations data and grants admin privileges.
    • sn_bom.service_definition_admin
    • sn_bom_kyc.b2c_customer_agent
    • sn_bom_kyc.b2c_account_agent
    • sn_bom_kyc.b2c_contact_agent
    KYC Customer Agent

    [sn_bom_kyc.b2c_customer_agent]

    		 This role gives access to all Financial Services Know Your Customer client-level contact data.
    • sn_bom_clo_b2c.viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    KYC Contact Viewer

    [sn_bom_kyc.b2c_customer_viewer]

    		 This role grants read-only views of account contact information.

    sn_bom.service_definition_read

    Store applications installed

    Table 3. Store applications installed with Financial Services Client Lifecycle
    Store application Description
    Financial Services Operations Core Stores the data that is needed to create customer lifecycle cases. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
    Financial Services Credit Operations Enables the management of Credit service cases and tasks that are used in Financial Services Customer Lifecycle Operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Financial Services Document Management Enables the management of Document Services tasks that are used in Financial Services Customer Lifecycle Operations workflows. For more information, see .
    Financial Services Know Your Customer (KYC) Enables KYC Agents to review and evaluate the eligibility of new account applicants.
    CSM Playbook Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations.
    CSM Contributor User Enables middle office teams to engage in resolving customer issues and requests.

    Tables installed

    Table 4. Tables installed with Financial Services Client Lifecycle
    Table Description
    Customer Lifecycle Base

    [sn_bom_clo_b2c_base]

    		 Customer Lifecycle Base table extends the Financial Services Base [sn_bom_case] table.
    Account Lifecycle Service Case

    [sn_bom_clo_b2c_service]

    		 Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2c_base] table.
    Account Lifecycle Task

    [sn_bom_clo_b2c_task]

    		 Account Lifecycle Task Case extends the Financial Task [sn_bom_task] table.