Components installed with Financial Services Personal Loan Operations
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Summary of Components installed with Financial Services Personal Loan Operations
The Financial Services Personal Loan Operations application installs several essential components including tables, user roles, plugins, and store applications, enhancing your loan operations capabilities. This setup ensures that all necessary tools and data are readily available for effective management of personal loans.
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Key Features
- Plugins:
- Customer Service: Extends tables from Customer Service Management into Financial Services Operations.
- Store Applications:
- Financial Services Operations Core: Manages customer data for loan service requests.
- Financial Services Credit Operations: Handles credit service cases and tasks within loan operations workflows.
- Document Processor: Manages document services tasks related to loan operations.
- Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
- Roles: Various roles are installed to manage loan operations, including:
- Loan Admin: System administrator for personal loans with comprehensive access to manage loan data.
- Loan Agent: Monitors the status of loan cases and manages tasks.
- Loan Contributor: Submits loan service requests and manages documents.
- Loan Manager: Views dashboards and optimizes loan processes.
- Loan Viewer: Accesses loan cases and related data.
- Tables: Key tables include:
- Loan Base: Extends case management for loan services.
- Loan Service Case: Stores all personal loan service cases.
- Loan Task: Manages all personal loan tasks.
Key Outcomes
By leveraging these components, ServiceNow customers can streamline personal loan operations, ensure efficient case management, and enhance customer service through organized workflows and role-specific access. This integrated approach allows for improved visibility and control over loan processes, ultimately leading to better service delivery and customer satisfaction.
Several types of components are installed with the installation of the Financial Services Personal Loan 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 feature.
Plugins installed
| 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
| Store application | Description |
|---|---|
| Financial Services Operations Core | Stores the customer data that is needed to make loan service requests. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita. |
| Financial Services Credit Operations | Enables the management of Credit service cases and tasks that are used in loan 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 loan operations workflows. For more information, see Integrate with Financial Services Document Processor. |
| Playbooks for Customer Service Management | Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see Playbooks for Customer Service Management. |
Roles installed
These roles correspond to Personal Loan Operations.
| Role title [name] | Description | Contains roles |
|---|---|---|
| Loan admin [sn_bom_loan.b2c_admin] |
Application-specific system administrator role for personal loans that can:
Note: The sn_bom.admin role contains the sn_bom_loan.b2c_admin role when the Financial Services Personal Loan Operations application is installed. |
|
| Loan agent [sn_bom_loan.b2c_agent] |
|
|
| Loan contributor [sn_bom_loan.contributor] |
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. |
|
| Loan agent connector [sn_bom_loan_b2c.agent_connector] |
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. |
|
| Loan manager [sn_bom_loan.b2c_manager] |
|
|
| Loan viewer [sn_bom_loan.b2c_viewer] |
View loan cases and related data |
|
Tables installed
These tables correspond to Personal Loan Operations.
| Table | Description |
|---|---|
| Loan Base [sn_bom_loan_base] |
Loan Service Case table extends the Loan Base table. Loan Base table extends the Case [sn_customerservice_case] table. |
| Loan Service Case [sn_bom_loan_service] |
Stores all personal loan service cases. This table extends the Loan Base [sn_bom_loan_base] table. |
| Loan Task [sn_bom_loan_task] |
Stores all personal loan tasks. This table extends the Financial Task [sn_bom_task] table. |