Components installed with Financial Services Business Lifecycle

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
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    Summary of Components Installed with Financial Services Business Lifecycle

    The Financial Services Business Lifecycle application (snbomclob2b) activates a range of components, including plugins, roles, and tables, essential for managing financial service operations. These components enhance the functionality of the ServiceNow platform, enabling businesses to streamline their processes and access vital data.

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    Key Features

    • Plugins Installed: The application installs several plugins like Customer Service (com.sncustomerservice), which extend Customer Service Management functionalities into Financial Services Operations.
    • Roles Installed: Various roles are included, each granting specific permissions. Notable roles include:
      • Account Administrator: Full access to Financial Services data and administration capabilities.
      • CLO Contributor: Allows users to create and manage CLO service cases.
      • Account Lifecycle Agent: Access to all data related to account lifecycles and case management tasks.
      • Contact Lifecycle Agent: Similar functionalities but focused on contact operations.
    • Store Applications Installed: Key applications like Financial Services Operations Core and Financial Services Credit Operations are included to support case management and task workflows.
    • Tables Installed: New tables such as Customer Lifecycle Base and Account Lifecycle Service Case provide structured data storage for managing customer and account information.

    Key Outcomes

    By utilizing the Financial Services Business Lifecycle components, ServiceNow customers can expect enhanced operational efficiency through improved case management, streamlined workflows, and better data accessibility. The integration of these components simplifies customer lifecycle operations and ensures consistent handling of service requests, driving better outcomes in customer service and operational performance.

    Several types of components are installed with the activation of the Financial Services Business Lifecycle (sn_bom_clo_b2b) 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 activation of the Financial Services Business Lifecycle application
    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 activation of the Financial Services Business Lifecycle application
    Role title [name] Description Contains roles
    Account Administrator

    [sn_bom_clo_b2b.admin]

    		 In addition to admin privileges, this role gives access to all Financial Services Business Lifecycle operations data.
    • 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_b2b.account_lifecycle_agent
    Account Manager

    [sn_bom_clo_b2b.manager]

    		 This role provides all Financial Services Business Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects.
    • pa_viewer
    • sn_bom_clo_b2b.account_lifecycle_agent
    CLO contributor

    [sn_bom_clo_b2b.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_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.account_data_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom_document.b2b_collector
    CLO agent connector

    [sn_bom_clo_b2b.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_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_document.b2b_collector
    Account Lifecycle Agent

    [sn_bom_clo_b2b.account_lifecycle_agent]

    		 This role gives access to all Financial Services Business 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.account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_agent
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.b2b_agent
    • sn_bom_document.b2b_collector
    Contact Lifecycle Agent

    [sn_bom_clo_b2b.contact_lifecycle_agent]

    		 This role gives access to Contact Lifecycle operation data.
    • Create contact cases and enter data
    • Assign tasks to self or other agents
    • Enter and update contact information
    • Perform various verification tasks
    • Close contact cases
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.b2b_agent
    • sn_bom_document.b2b_collector
    Account Lifecycle Viewer

    [sn_bom_clo_b2b.account_lifecycle_viewer]

    		 This role gives read-only access to all Account Lifecycle operations data.
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom.service_definition_read
    Contact Lifecycle Viewer

    [sn_bom_clo_b2b.contact_livecycle_viewer]

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

    sn_bom.service_definition_read
    Know Your Customer Admin

    [sn_bom_kyc.admin]

    		 This role gives access to all KYC operations data and grants admin privileges.
    • sn_bom.service_definition_admin
    • sn_bom_kyc.b2c_customer_agent
    • sn_bom_kyc.b2b_account_agent
    • sn_bom_kyc.b2b_contact_agent
    Know Your Customer Contact Agent

    [sn_bom_kyc.b2b_contact_agent]

    		 This role gives access to all Business KYC operations contact data.
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.b2b_agent
    KYC Account Agent

    [sn_bom_kyc.b2b_account_agent]

    		 This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data.
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.b2b_agent
    • sn_bom_kyc.b2b_contact_agent
    KYC Contact Viewer

    [sn_bom_kyc.b2b_contact_viewer]

    		 This role grants read-only views of Financial Services Know Your Customer account contact information.

    sn_bom.service_definition_read
    KYC Account Viewer

    [sn_bom_kyc.b2b_account_viewer]

    		 This role grants read-only views of Financial Services Know Your Customer account information.
    • sn_bom.service_definition_read
    • sn_bom_kyc.b2b_contact viewer

    Store applications installed

    Table 3. Store applications installed with activation of the Financial Services Business Lifecycle application
    Store application Description
    Financial Services Operations Core Stores the data that is needed to create Customer Lifecycle Operations cases. For more information, see Financial Services Operations Core.
    Financial Services Credit Operations Enables the management of Credit service cases and tasks that are used in 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 Customer Lifecycle Operations workflows. For more information, see Integrating with Document Processor.
    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 activation of the Financial Services Business Lifecycle application
    Table Description
    Customer Lifecycle Base

    [sn_bom_clo_b2b_base]

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

    [sn_bom_clo_b2b_account_service]

    		 Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table.
    Account Lifecycle Task

    [sn_bom_clo_b2b_account_task]

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

    [sn_bom_clo_b2b_contact_service]

    		 Contact Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table.
    Contact Lifecycle Task

    [sn_bom_clo_b2b_contact_task]

    		 Contact Lifecycle Task extends the Financial Task [sn_bom_task] table.