Components installed with Financial Services Operations Core data model

  • Release version: Washingtondc
  • Updated August 3, 2023
  • 9 minutes to read

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

    This application is automatically installed when you install specific Financial Services Operations applications. Financial Services Operations Core contains the customer data that is needed to make payment, card, complaints, loan, insurance policy, and claim requests. You can also install the Financial Services Operations Core as a stand-alone application to use its data model for a basic configuration.

    The Financial Services Operations Core application has a dependency on the Customer Service Management (CSM) plugin (com.sn_customerservice) and Expanded Model and Asset Classes plugin (com.sn_ent).

    Important:
    Starting with the Vancouver release, the Financial Services Operations Core model tables will use child tables of Expanded Model and Asset's base Service model [cmdb_service_product_model] to classify different service models within the Configuration Management Database (CMDB). For more information, see Expanded Model and Asset Classes Store application

    Demo data is available for this application.

    Roles installed

    Table 1. Roles installed with the Financial Services Operations Core application
    Role title [name] Description Contains roles
    FSO admin

    [sn_bom.admin]

    		 Application-specific system administrator role for the Financial Services Operations (FSO) applications.

    Users with this role have read, write, and create access to the FSO tables.
    • sn_bom.document.admin
    • sn_bom_credit_asmt.admin
    • model_manager

    Financial services consumer contributor

    [sn_bom.consumer_contributor]    		 Universal role in the FSO Core application for financial services relationship contributor that enables users to create cases for any consumer. This role inherits all other b2c contributor roles in Financial Services Operations applications and the Customer service consumer contributor role.
    • sn_bom.contributor
    • sn_bom_payment.contributor
    • sn_bom_credit_asmt.b2c_contributor
    • sn_ins_indiv_life.contributor
    • sn_ins_policy_b2c.contributor
    • sn_customerservice.consumer_contributor
    • sn_bom_deposit_b2c.contributor
    • sn_bom_loan.contributor
    • sn_bom_compl.contributor
    • sn_bom_clo_b2c.contributor
    • sn_ins_group_life.contributor
    • sn_bom_credit_card.contributor

    Financial services account contributor

    [sn_bom.account_contributor]    		 Universal role in the FSO Core application for financial services relationship contributor that enables users to create cases for any account. This role inherits all other b2b contributor roles in Financial Services Operations applications and the Customer service account contributor role.
    • sn_bom.contributor
    • sn_bom_payment.contributor
    • sn_bom_treasury.contributor
    • sn_ins_indiv_life.contributor
    • sn_bom_deposit_b2b.contributor
    • sn_ins_policy_b2b.contributor
    • sn_bom_credit_asmt.b2b_contributor
    • sn_bom_loan_b2b.contributor
    • sn_bom_compl.contributor
    • sn_ins_group_life.contributor
    • sn_customerservice.account_contributor
    • sn_bom_clo_b2b.contributor
    • sn_bom_credit_card.contributor
    Financial services relationship contributor

    [sn_bom.relationship_contributor]

    		 Universal role in the FSO Core application for financial services relationship contributor that enables users to create cases for customers or accounts with whom they have established relationships. This role inherits all other contributor roles in Financial Services Operations applications and the Customer service relationship contributor role.
    • sn_bom.contributor
    • sn_bom_payment.contributor
    • sn_bom_treasury.contributor
    • sn_customerservice.relationship_contributor
    • sn_bom_credit_asmt.b2c_contributor
    • sn_ins_indiv_life.contributor
    • sn_ins_policy_b2c.contributor
    • sn_bom_deposit_b2b.contributor
    • sn_ins_policy_b2b.contributor
    • sn_bom_credit_asmt.b2b_contributor
    • sn_bom_loan.contributor
    • sn_bom_compl.contributor
    • sn_bom_clo_b2c.contributor
    • sn_ins_group_life.contributor
    • sn_bom_clo_b2b.contributor
    • sn_bom_credit_card.contributor
    Financial services agent

    [sn_bom.fs_agent]

    		 Universal role for financial services agent. All other agent roles in Financial Services Operations applications inherit this role.
    • sn_bom.loan_account_viewer
    • sn_bom.credit_card_account_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.b2b_agent
    • sn_bom.deposit_account_viewer
    • sn_bom.b2c_agent
    Location manager contributor
    [sn_bom.location_manager_contributor]
    Note:
    The Business Location plugin must additionally be activated for this role to be enabled. For more information, see Activate business locations
    		 User role for managing branch locations. This role can create a case for an account or consumer. Users with this role have read, write, and create access to the FSO tables for branches that they manage.
    • sn_bom.contributor
    • sn_customerservice.svc_location_manager_contributor
    • sn_bom_deposit_b2c.contributor
    • sn_bom_deposit_b2b.contributor
    • sn_bom_loan.contributor
    • sn_bom_compl.contributor
    • sn_bom_clo_b2c.contributor
    • sn_bom_clo_b2b.contributor
    Account viewer

    [sn_bom.account_viewer]

    		 Consumer role for viewing and creating FSO cases.
    • sn_bom.loan_account_viewer
    • sn_bom.saving_account_viewer
    • sn_bom.credit_card_account_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom.mortgage_viewer
    • sn_bom.checking_account_viewer
    Auto loan viewer

    [sn_bom.auto_loan_viewer]

    		 User role for viewing auto loan data.

    This role has read access to the Auto Loan [sn_bom_auto_loan] table.

    		 sn_bom.customer_data_viewer
    Checking account viewer

    [sn_bom.checking_account_viewer]

    		 User role for viewing checking account data.
    This role has read access to the following tables:
    • Personal Checking Account [sn_bom_checking_account]
    • Business Checking Account [sn_bom_b2b_checking_account]
    		 sn_bom.customer_data_viewer
    Credit card account viewer

    [sn_bom.credit_card_account_viewer]

    		 User role for viewing credit card data.
    This role has read access to the following tables:
    • Credit Card [sn_bom_credit_card]
    • Card Transaction [sn_bom_card_transaction]
    		 sn_bom.customer_data_viewer
    Customer data viewer

    [sn_bom.customer_data_viewer]

    		 User role for viewing customer data from FSO applications. sn_customerservice.customer_data_viewer
    Deposit account viewer

    [sn_bom.deposit_account_viewer]

    		 User role for viewing deposit data.
    This role has read access to the following tables:
    • Deposit Account [sn_bom_deposit_account]
    • Deposit Transaction [sn_bom_deposit_transaction]
    • sn_bom.saving_account_viewer
    • sn_bom.checking_account_viewer
    • sn_bom.customer_data_viewer
    Loan account viewer

    [sn_bom.loan_account_viewer]

    		 User role for viewing loan data.
    This role has read access to the following tables:
    • Loan Account [sn_bom_loan_account]
    • Loan Transaction [sn_bom_loan_transaction]
    • sn_bom.customer_data_viewer
    • sn_bom.auto_loan_viewer
    • sn_bom.mortgage_viewer
    • sn_bom.personal_loan_viewer
    Mortgage account viewer

    [sn_bom.mortgage_viewer]

    		 User role for viewing mortgage data.

    This role has read access to the following tables: Mortgage Account [sn_bom_mortgage_account]

    		 sn_bom.customer_data_viewer
    Personal loan viewer

    [sn_bom.personal_loan_viewer]

    		 User role for viewing personal loan data.

    This role has read access to the Personal Loan [sn_bom_personal_loan] table.

    		 sn_bom.customer_data_viewer
    Reference viewer

    [sn_bom.ref_data_viewer]

    		 User role for viewing reference data for financial institutions.

    This role has read access to the Financial Institution [sn_bom_financial_institution] table.

    		 This role does not contain other roles.
    Saving account viewer

    [sn_bom.saving_account_viewer]

    		 User role for viewing savings data.
    This role has read access to the following tables:
    • Business Checking Account [sn_bom_b2b_checking_account]
    • Personal Saving Account [sn_bom_saving_account]
    		 sn_bom.customer_data_viewer
    Investment account viewer

    [sn_bom.investment_account_viewer]

    		 This role gives read-only access to investment data entities.
    • sn_bom.account_viewer
    • sn_bom.security_viewer
    Security viewer

    [sn_bom.security_viewer]

    		 This role gives read-only access to security data entities. This role does not contain other roles.
    FSO consumer

    [sn_bom.consumer]

    		 Consumer role for FSO customers. This role does not contain other roles.

    Business rules installed

    Table 2. Business rules installed with the Financial Services Operations Core application
    Business rule Table Description
    Limit account number to 4 char Financial Account

    [sn_bom_financial_account]

    		 Business rule that prevents storing more than four characters in an Account number field to help with security.

    Tables installed for Financial Services Operations Core application

    Table 3. Tables installed for Core applications
    Label Table name Description
    Auto Loan sn_bom_auto_loan Stores all auto loans records. This table extends the Loan Account [sn_bom_loan_account] table.
    Bond sn_bom_bond Stores all bond information. Extends the Security [sn_bom_security] table.
    Business Certificate of Deposit sn_bom_b2b_certificate_of_deposit Deposit Account
    Business Checking Account sn_bom_b2b_checking_account Stores all checking account records for consumers. Extends the Deposit Account [sn_bom_deposit_account] table.
    Business Credit Card sn_bom_b2b_credit_card Financial Account
    Business Line of Credit sn_bom_b2b_line_of_credit Stores all line of credit records for business loan customers. Extends the Line of Credit table.
    Business Owners Policy sn_bom_bo_ins_policy Insurance Policy
    Business Saving Account sn_bom_b2b_saving_account Stores all saving account records for business customers. Extends the Deposit Account [sn_bom_deposit_account] table.
    Chargeback Reason Codes sn_bom_chargeback_reason_codes
    Claim Base sn_bom_claim_base Financial Services Base
    Commercial Auto Policy sn_bom_ca_ins_policy Insurance Policy
    Commercial Property Policy sn_bom_cp_ins_policy Insurance Policy
    Commercial Real Estate Loan sn_bom_commercial_real_estate_loan Stores all commercial real estate loan records. Extends the Loan Account [sn_bom_loan_account] table.
    Commercial Umbrella Policy sn_bom_cu_ins_policy Insurance Policy
    Commercial Vehicle Loan sn_bom_commercial_vehicle_loan Stores all commercial vehicle loan records. Extends the Loan Account [sn_bom_loan_account] table.
    Condo Policy sn_bom_condo_ins_policy Insurance Policy
    Covenant sn_bom_b2b_covenant Stores all covenant records for business customers.
    Covenant sn_bom_covenant Stores all covenant records for consumers.
    Covenant sn_bom_covenant_base [sn_bom_b2b_covenant] and [sn_bom_covenant_base] tables extend the Covenant Base table.
    Coverage Specification sn_bom_coverage_specification Specification
    Coverage Type sn_bom_coverage_type Characteristic
    Coverage Type Option sn_bom_coverage_type_option Characteristic Option
    Currency ISO Code Association currency_iso_code_association
    Customer Property sn_bom_customer_property
    Data Fix Backup sn_bom_data_fix_backup
    Deposit Account sn_bom_deposit_account Stores all deposit accounts – Checking and Saving records. Extends the Financial Account [sn_bom_financial_account] table.
    Equipment Loan sn_bom_equipment_loan Stores all equipment loan records. This table extends the Loan Account [sn_bom_loan_account] table.
    ETF sn_bom_etf Stores all ETF information. This table extends the Security [sn_bom_security] table.
    Exchange sn_bom_exchange
    Farm Ranch Policy sn_bom_fr_ins_policy Insurance Policy
    Financial Account sn_bom_financial_account Stores all financial accounts – deposit accounts, loan accounts, credit card account, line of credit accounts, and insurance policy accounts. Extends the Sold Product [sn_install_base_sold_product] table.
    Financial Institution sn_bom_financial_institution Stores all financial institution records. Extends the Company [core_company] table.
    Financial Service sn_bom_service Stores all financial services – RDC service and wire transfer service. Extends the Sold Product [sn_install_base_sold_product] table.
    Financial Service Financial Account sn_bom_m2m_service_financial_account
    Financial Service User sn_bom_m2m_service_user
    Financial Services Base sn_bom_case Case
    Financial Services Case sn_bom_financial_service Stores all financial services cases. Extends the financial services base Case [sn_bom_case] table.
    Financial Services Task sn_bom_financial_task Stores all financial services tasks. Extends the Financial Task [sn_bom_task] table.
    Financial Task sn_bom_task Stores all financial tasks such as inquiry tasks, claim tasks, credit tasks and loan tasks. Extends the Industry Task [sn_ind_task] table.
    Financial Transaction sn_bom_transaction Stores all financial transactions for deposit, loan, and credit card accounts. Extends the Industry Data Entity [sn_ind_data_entity] table.
    General Liability Policy sn_bom_gl_ins_policy Insurance Policy
    Group Disability Insurance Policy sn_bom_group_disability_ins_policy Insurance Policy
    Group Life Insurance Policy sn_bom_group_life_ins_policy Insurance Policy
    Group Member Info sn_bom_group_member_info Customer Property
    Holding sn_bom_holding Stores holding information.
    Holding lot sn_bom_holding_lot Stores holding lot information.
    Homeowner Policy sn_bom_homeowner_ins_policy Insurance Policy
    Individual Disability Policy sn_bom_indiv_disab_policy Insurance Policy
    Individual Life Policy sn_bom_indiv_life_policy Insurance Policy
    Insurance Policy sn_bom_ins_policy Stores all insurance policy account records. Extends the Sold Product [sn_install_base_sold_product] table.
    Insured Property sn_bom_insured_property
    Investment account sn_bom_investment_account Stores all investment account records. Extends the Financial Account [sn_bom_financial_account] table.
    Landlord Policy sn_bom_landlord_ins_policy Insurance Policy
    Line sn_bom_line
    Line of Credit sn_bom_line_of_credit Stores all line of credit account records. Extends the Financial Account [sn_bom_financial_account] table.
    Loan Account sn_bom_loan_account Stores all loan account records. Extends the Financial Account [sn_bom_financial_account] table.
    Location sn_bom_location Customer Property
    Merchant Category Code sn_bom_merchant_category_code
    Mortgage sn_bom_mortgage Stores all mortgage account records. Extends the Loan Account [sn_bom_loan_account] table.
    Operating instruction sn_bom_b2b_operating_instruction
    Operating instruction sn_bom_operating_instruction
    Option sn_bom_option Stores all options information. Extends the Security [sn_bom_security] table.
    Payment Network sn_bom_payment_network
    Personal Auto Policy sn_bom_auto_ins_policy Insurance Policy
    Personal Certificate of Deposit sn_bom_certificate_of_deposit Deposit Account
    Personal Checking Account sn_bom_checking_account Stores all checking account records for consumers. Extends the Deposit Account [sn_bom_deposit_account] table.
    Personal Credit Card sn_bom_credit_card Financial Account
    Personal Line of Credit sn_bom_b2c_line_of_credit Stores all line of credit records for consumers.
    Personal Loan sn_bom_personal_loan Stores all personal loan account records. Extends the Loan Account [sn_bom_loan_account] table.
    Personal Saving Account sn_bom_saving_account Deposit Account
    Personal Umbrella Policy sn_bom_pu_ins_policy Insurance Policy
    Policy Coverage sn_bom_policy_coverage Product Characteristics
    Policy Participant sn_bom_policy_participant Sold Product Related Party
    Policy Participant Role sn_bom_policy_participant_insured_property
    Product Coverage Type sn_bom_product_coverage_type Specification Characteristic
    Product Coverage Type Option sn_bom_product_coverage_type_option
    RDC Financial Account sn_bom_m2m_rdc_financial_account Financial Service Financial Account
    RDC Service sn_bom_rdc Stores all RDC treasury service records. Extends the Financial Service [sn_bom_service] table.
    RDC User sn_bom_m2m_rdc_user Financial Service User
    Renters Policy sn_bom_renters_ins_policy Insurance Policy
    SBA Loan sn_bom_sba_loan Stores all SBA (Small Business Administration) loan account records. Extends the Loan Account [sn_bom_loan_account] table.
    Security sn_bom_security Stores all security information. Extends the Security [sn_bom_security] table.
    Security Exchange sn_bom_m2m_security_exchange
    Service Definition sn_bom_service_definition Stores all service definitions configured for all workflows across Financial Services Operations applications.
    Service Definition has Agent Criteria sn_bom_m2m_service_definition_user_criteria Application File
    Service Definition has Customer Condition sn_bom_m2m_service_definition_customer_condition Application File
    Standing Order sn_bom_b2b_standing_order
    Standing Order sn_bom_standing_order
    Stock sn_bom_stock Stores all stock information. Extends the Security [sn_bom_security] table.
    Student Loan sn_bom_student_loan Stores all student loan account records. Extends the Loan Account [sn_bom_loan_account] table.
    Term Loan sn_bom_term_loan Stores all term loan account records. Extends the Loan Account [sn_bom_loan_account] table.
    Trade sn_bom_trad
    Transaction sn_bom_card_transaction Stores all card transaction records. Extends the Financial Transaction [sn_bom_transaction] table.
    Transaction sn_bom_deposit_transaction Stores all deposit transaction records. Extends the Financial Transaction [sn_bom_transaction] table.
    Transaction sn_bom_ins_policy_transaction Stores all policy transaction records. Extends the Financial Transaction [sn_bom_transaction] table.
    Transaction sn_bom_investment_transaction Stores all investment transaction records. Extends the Financial Transaction [sn_bom_transaction] table.
    Transaction sn_bom_line_of_credit_transaction Stores all line of credit transaction records. Extends the Financial Transaction [sn_bom_transaction] table.
    Transaction sn_bom_loan_transaction Stores all loan transaction records. Extends the Financial Transaction [sn_bom_transaction] table.
    Vehicle sn_bom_vehicle Customer Property
    Wire Transfer Financial Account sn_bom_m2m_wire_transfer_financial_account Financial Service Financial Account
    Wire Transfer Service sn_bom_wire_transfer Stores all wire transfer treasury service records. Extends the Financial Service [sn_bom_service] table.
    Wire Transfer User sn_bom_m2m_wire_transfer_user Financial Service User