Components installed with Financial Services Credit Operations

Washington DC Financial Services Operations

Release

washingtondc

ft:locale

en-US

ft:publication_title

Washington DC Financial Services Operations

ft:clusterId

finso

bundleId

finso

workflow

Customer and Industry

Components installed with Financial Services Credit Operations

Release version: Washingtondc

Updated February 1, 2024

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Summary of Components Installed with Financial Services Credit Operations

The Financial Services Credit Operations application installs various components essential for managing credit tasks across Financial Services Operations applications. This application is automatically installed with other Financial Services Operations applications, enhancing workflow efficiency in credit management.

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Key Features

Roles Installed: The application includes several roles such as Credit Admin, Credit Agent, and Credit Contributor for both business and personal services. Each role has specific access and capabilities related to credit tasks and data management.
Tables Installed: Key tables such as Credit Base, Credit Service Case, and Credit Task are included to store and manage credit-related information effectively.

Key Outcomes

With the installation of the Financial Services Credit Operations application, customers can:

Manage credit tasks efficiently with appropriate access roles tailored for different user needs.
Utilize comprehensive tables for storing and tracking credit service cases and tasks across various services.
Improve operational workflows through streamlined access to credit data and case management.

Several types of components are installed with the installation of the Financial Services Credit Operations application, including tables and user roles.

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.

This application is automatically installed when you install any of the following Financial Services Operations applications. Financial Services Credit Operations manages the Credit tasks that are used in workflows across Financial Services Operations applications.

Financial Services Card Operations
Financial Services Business Loan Operations
Financial Services Personal Loan Operations

Demo data is available for this feature.

Roles installed

Table 1. Roles installed with Financial Services Credit Operations application
Role title [name]	Description	Contains roles
Credit admin [sn_bom_credit_asmt.admin]	Application-specific system administrator role that can grant access to all credit data. Users with this role have read, write, and create access to the Financial Services Credit Operations tables.	sn_bom.service_definition_admin sn_bom_credit_asmt.b2b_agent sn_bom_credit_asmt.b2c_agent
Credit agent – Business [sn_bom_credit_asmt.b2b_agent]	View the overall status of credit tasks for business services Work on credit tasks	sn_bom.loan_account_viewer sn_bom.ref_data_viewer sn_bom.service_definition_read sn_bom.account_data_viewer sn_bom_loan_b2b.viewer sn_bom.b2b_agent sn_esm_agent
Credit contributor – Business [sn_bom_credit_asmt.b2b_contributor]	Submit credit service requests View the status of credit assessment cases and tasks Work on credit case for accounts managed by them till the Initiate 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.loan_account_viewer sn_bom_clo_b2b.contact_lifecycle_viewer sn_bom_kyc.b2b_account_viewer sn_sla_definition_read sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.account_data_viewer sn_bom_loan_b2b.viewer sn_customerservice.csm_workspace_user sn_bom.b2b_contributor sn_bom.deposit_account_viewer
Credit contributor – Personal [sn_bom_credit_asmt.b2c_contributor]	Submit credit service requests View the status of credit assessment cases and tasks Work on credit case for consumer accounts managed by them till the Initiate 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.loan_account_viewer sn_bom_loan.b2c_viewer sn_sla_definition_read sn_bom_kyc.b2c_customer_viewer sn_bom.customer_data_viewer sn_bom.b2c_contributor sn_customerservice.csm_workspace_user sn_bom.deposit_account_viewer
Credit agent connector – Business [sn_bom_credit_asmt.b2b_agent_connector]	Submit credit service requests Work on credit cases and tasks to fulfil 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.loan_account_viewer sn_bom_clo_b2b.contact_lifecycle_viewer sn_bom_kyc.b2b_account_viewer sn_sla_definition_read sn_bom_clo_b2b.account_lifecycle_viewer sn_bom_kyc.b2b_contact_viewer sn_bom.viewer sn_bom.account_data_viewer sn_bom_loan_b2b.viewer sn_bom.agent sn_bom.deposit_account_viewer
Credit agent connector – Personal [sn_bom_credit_asmt.b2c_agent_connector]	Submit credit service requests Work on credit cases and tasks to fulfil requests for consumer 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.loan_account_viewer sn_bom_loan.b2c_viewer sn_sla_definition_read sn_bom_kyc.b2c_customer_viewer sn_bom.customer_data_viewer sn_bom.viewer sn_bom.agent sn_bom.deposit_account_viewer
Credit viewer – Business [sn_bom_credit_asmt.b2b_viewer]	View credit tasks and related data for business services	None
Credit agent – Personal [sn_bom_credit_asmt.b2c_agent]	View the overall status of credit tasks for consumer services Work on credit tasks	sn_bom.loan_account_viewer sn_bom.ref_data_viewer sn_bom_loan.b2c_viewer sn_bom.service_definition_read sn_bom.customer_data_viewer sn_bom.b2c_agent sn_esm_agent
Credit viewer – Personal [sn_bom_credit_asmt.b2c_viewer]	View credit tasks and related data for consumer services	None

Tables installed

Table 2. Tables installed with Financial Services Credit Operations application
Table	Description
Credit Base [sn_bom_credit_asmt_base]	Credit Service Case tables extend the Credit Base table. Credit Base table extends the Case [sn_customerservice_case] table.
Credit Service Case [sn_bom_credit_asmt_b2b_service]	Stores all credit cases for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
Credit Service Case [sn_bom_credit_asmt_loan_b2b_service]	Stores all credit service cases for business loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
Credit Service Case [sn_bom_credit_asmt_service]	Stores all credit service cases for consumer services for all Financial Services Operations applications. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
Credit Service Case [sn_bom_credit_asmt_loan_service]	Stores all credit service cases for personal loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
Credit Task [sn_bom_credit_asmt_b2b_task]	Stores all credit tasks for business services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
Credit Task [sn_bom_credit_asmt_task]	Stores all credit tasks for personal services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.