---
sourceDocument: Yokohama Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/financial-services-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Components installed with Financial Services Business Loan Operations

# Components installed with Financial Services Business Loan Operations {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Components Installed with Financial Services Business Loan Operations

The Financial Services Business Loan Operations application installs various components essential for managing business loan processes, including tables, user roles, plugins, and store applications.
These components streamline loan service requests and enhance operational efficiency.
Show full answer Show less  

## Key Features

* **Plugins Installed:**
  * **Customer Service:** Extends tables from the Customer Service Management application.
* **Store Applications Installed:**
  * **Financial Services Operations Core:** Manages customer data for loan service requests.
  * **Financial Services Credit Operations:** Manages credit service cases and tasks for loan workflows.
  * **Document Processor:** Manages document services tasks in loan operations.
  * **Playbooks for Customer Service Management:** Visualizes business process workflows for consistent responses.
* **Installed Roles:**
  * **Loan Admin:** Configures application, modifies service definitions, and manages loan data.
  * **Loan Agent:** Views and fulfills loan requests through cases and tasks.
  * **Loan Contributor:** Submits loan requests and manages document collections.
  * **Loan Agent Connector:** Works on loan requests based on CSM industry data model roles.
  * **Loan Manager:** Views dashboards and utilizes Process Mining for operations.
  * **Loan Viewer:** Views loan cases and related data.
* **Tables Installed:**
  * **Loan Base:** Extends the Loan Service Case table.
  * **Loan Service Case:** Stores all service cases related to business loans.
  * **Loan Task:** Stores all business loan tasks.

## Key Outcomes

By utilizing these components, ServiceNow customers can effectively manage business loan operations, streamline workflows, and enhance collaboration among roles involved in loan processing. The application ensures a structured approach to handling loan service cases, facilitating better customer service and operational efficiency.  
Several types of components are installed with the installation of the Financial Services Business Loan Operations application, including tables and user roles.
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](https://www.servicenow.com/docs/access?context=find-components&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US).

Demo data is available for this feature.

## Plugins installed {#installed-with-business-loan-operations__section_dr4_2sw_llb}

{#installed-with-business-loan-operations__table_qdc_ksw_llb__entry__2}

| Plugin | Description |
|-|-|
| Customer Service \[com.sn_customerservice\] | Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. |
[ ]

{#installed-with-business-loan-operations__table_qdc_ksw_llb}

## Store applications installed {#installed-with-business-loan-operations__section_fvr_gtw_llb}

{#installed-with-business-loan-operations__table_ulz_4tw_llb__entry__2}

| Store application | Description |
|-|-|
| Financial Services Operations Core | Stores the customer data that is needed to make loan service requests. For more information, see [Financial Services Operations Core](https://www.servicenow.com/docs/Yb63Qb9rsx53Y8vq12GSwQ "The Financial Services Operations (FSO) Core application provides a framework to enable financial institutions to organize and manage their data effectively to meet their business needs. This section introduces FSO Core and explains its purpose and key data design components."). |
| 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](https://www.servicenow.com/docs/llpaIs~9yvVP_bmyLViZuQ "Several types of components are installed with the installation of the Financial Services Credit Operations application, including tables and user roles."). |
| Document Processor | Enables the management of document services tasks that are used in loan operations workflows. For more information, see [Integrating with Document Processor](https://www.servicenow.com/docs/4AqZmuS~6fn08t7Tsb8h4Q "ServiceNow Financial Services Document Processor enables other Financial Services Operations applications to collect and verify documents that are used in workflows across these applications. You can submit documents for verification​, and request deferment​ or exception."). |
| 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](https://www.servicenow.com/docs/access?context=customer-service-case-playbooks&version=yokohama&pubname=yokohama-customer-service-management&ft:locale=en-US). |
[ ]

{#installed-with-business-loan-operations__table_ulz_4tw_llb}

## Roles installed {#installed-with-business-loan-operations__section_wly_yyh_wdb}

These roles correspond to Business Loan Operations.
{#installed-with-business-loan-operations__table_u1t_gb1_wdb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Loan admin \[sn_bom_loan_b2b.admin\] | Application-specific system administrator role for business loans that can: * Configure the loan operations application * Create and modify loan service definitions * Has read, write, and create access to loan data * Grant loan operations roles * Delete loan cases and tasks {#installed-with-business-loan-operations__ul_kjh_zh2_gmb} Note: The sn_bom.admin role contains the sn_bom_loan_b2b.admin role when the Financial Services Business Loan Operations application is installed. | * sn_bom.service_definition_admin * sn_bom_loan_b2b.agent * sn_bom_loan_b2b.manager {#installed-with-business-loan-operations__ul_qbv_rny_rnb} |
| Loan agent \[sn_bom_loan_b2b.agent\] | * View the overall status of loan cases * Work on loan cases and tasks to fulfil loan requests. {#installed-with-business-loan-operations__ul_pdp_wj2_gmb} | * sn_bom.loan_account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom_document.b2b_viewer * sn_bom.account_data_viewer * sn_bom.line_of_credit_viewer * sn_bom.b2b_agent * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-loan-operations__ul_km5_wp4_ylb} |
| Loan contributor \[sn_bom_loan_b2b.contributor\] | * Submit loan service requests * View the status of loan service cases * Work on loan case and collect inbound documents for accounts managed by them till the Initiate and Review stage {#installed-with-business-loan-operations__ul_ikz_h32_gma} 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](https://www.servicenow.com/docs/eyWhfFydxvuGiasXwK_fjg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * sn_bom.loan_account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom.service_definition_read * sn_sla_definition_read * sn_bom_document.b2b_viewer * sn_bom.viewer * sn_bom.account_data_viewer * sn_bom.b2b_line_of_credit_viewer * sn_customerservice.csm_workspace_user * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-loan-operations__ul_k3h_1bb_xrb} |
| Loan agent connector \[sn_bom_loan_b2b.agent_connector\] | * Submit loan service requests * Work on loan cases and tasks to fulfil loan requests for accounts managed by them {#installed-with-business-loan-operations__ul_avh_sy1_wrb} 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](https://www.servicenow.com/docs/eyWhfFydxvuGiasXwK_fjg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * sn_bom.loan_account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom.service_definition_read * sn_sla_definition_read * sn_bom_document.b2b_viewer * sn_bom.account_data_viewer * sn_bom.b2b_line_of_credit_viewer * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-loan-operations__ul_uz1_cdb_xrb} |
| Loan manager \[sn_bom_loan_b2b.manager\] | * View the business loan operations dashboard * Use Process Mining for Business Loan Operations processes {#installed-with-business-loan-operations__ul_k5h_v4y_rnb} | * sn_bom_loan_b2b.agent * pa_viewer {#installed-with-business-loan-operations__ul_gwq_wpy_rnb} |
| Loan viewer \[sn_bom_loan_b2b.viewer\] | View loan cases and related data | * sn_bom.loan_account_viewer * sn_bom.ref_data_viewer * sn_bom.service_definition_read * sn_bom.account_data_viewer * sn_bom.line_of_credit_viewer * sn_bom.deposit_account_viewer {#installed-with-business-loan-operations__ul_xp2_kq4_ylb} |
[ ]

{#installed-with-business-loan-operations__table_u1t_gb1_wdb}

## Tables installed {#installed-with-business-loan-operations__section_s1x_dzh_wdb}

These tables correspond to Business Loan Operations.
{#installed-with-business-loan-operations__table_fbz_45z_vdb__entry__2}

| 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 business loan service cases. This table extends the Loan Base \[sn_bom_loan_base\] table. |
| Loan Task \[sn_bom_loan_task\] | Stores all business loan tasks. This table extends the Financial Task \[sn_bom_task\] table. |
[ ]

{#installed-with-business-loan-operations__table_fbz_45z_vdb}