Components installed with Financial Services Personal Deposit Operations

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Components Installed with Financial Services Personal Deposit Operations

    The Financial Services Personal Deposit Operations application installs several essential components, including tables, user roles, and scheduled jobs. It also installs related plugins and store applications that are not already present in your environment.

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    Key Features

    • Installed Plugins:
      • Customer Service: Facilitates the extension of tables from the Customer Service Management application.
    • Installed Store Applications:
      • Financial Services Operations Core: Stores necessary customer data for deposit service requests.
      • Financial Services Document Management: Manages document tasks within deposit workflows.
      • Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
      • CSM Contributor User: Allows middle office teams to create customer request cases.
    • Installed Roles:
      • Deposit Admin: Manages deposit operations, including role grants and case configurations.
      • Deposit Agent: Handles case data entry and management.
      • Deposit Contributor: Similar to the agent role but limited to the Initiate and Review stages.
      • Deposit Agent Connector: Works on cases for accounts they manage, requiring CSM industry data model roles.
      • Deposit Manager: Accesses Performance Analytics reports and optimization projects.
      • Deposit Viewer: Provides read-only access to all deposit cases and data.
    • Installed Tables:
      • Deposit Base: Extends the Financial Services Base table for personal deposit cases.
      • Personal Deposit Service Case: Stores all personal deposit cases, extending the Deposit Base.
      • Personal Deposit Task: Keeps records of deposit tasks associated with personal deposit cases.

    Key Outcomes

    By installing the Financial Services Personal Deposit Operations application, customers can effectively manage deposit services, streamline workflows, and enhance collaboration through defined roles and structured data management. This setup is crucial for maintaining efficient operations within financial services environments.

    Several types of components are installed with installation of the Financial Services Personal Deposit Operations application, including tables, user roles, and scheduled jobs. The application also installs related plugins and store applications if they aren’t 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.

    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 deposit service requests. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
    Financial Services Document Management Enables the management of Document Services tasks that are used in Financial Services Personal Deposit Operations workflows. For more information, see .
    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.
    CSM Contributor User Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.

    Roles installed

    Role title [name] Description Contains roles
    Deposit admin

    [sn_bom_deposit_b2c.admin]

    		 Application-specific system administrator role for deposit operations that can:
    • Grant deposit operations roles
    • Delete deposit service cases and tasks
    • Configure the deposit operations application
    • Create and modify deposit service definitions
    • Read, write, and create access to deposit data
    • sn_bom.service_definition_admin
    • sn_bom_deposit_b2c.agent
    • sn_bom_deposit_b2c.manager
    Deposit agent

    [sn_bom_deposit_b2c.agent]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit service cases and tasks
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_bom_document.b2c_collector
    • sn_bom.deposit_account_viewer
    Deposit contributor

    [sn_bom_deposit_b2c.contributor]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit agent connector

    [sn_bom_deposit_b2c.agent_connector]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit manager

    [sn_bom_deposit_b2c.manager]
    • View the Performance Analytics reports in the deposit operations dashboard
    • Use Process Mining projects for deposit operations processes
    • pa_viewer
    • sn_bom_deposit_b2c.agent
    Deposit viewer

    [sn_bom_deposit_b2c.viewer]

    		 Has read-only access to all deposit service cases and related data
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    Table Description
    Deposit Base

    [sn_bom_deposit_b2c_base]

    		 Personal Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base [sn_bom_case] table.
    Personal Deposit Service Case

    [sn_bom_deposit_b2c_service]

    		 Stores all personal deposit cases. This table extends the Deposit Base [sn_bom_deposit_b2c_base] table.
    Personal Deposit Task

    [sn_bom_deposit_b2c_task]

    		 Stores all deposit tasks for all personal deposit cases. This table extends the Financial Task [sn_bom_task] table.