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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Understanding FSO Core relationships

# Understanding FSO Core relationships {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 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 Understanding FSO Core relationships

The Financial Services Operations (FSO) Core application provides a foundational data model essential for managing financial services operations within ServiceNow.
It is automatically installed with other FSO applications but can also be installed independently for a basic configuration.
Understanding the key tables and their relationships in FSO Core helps you manage your data effectively and enhances overall system functionality.
Show full answer Show less  
Starting with the Vancouver release, FSO Core model tables utilize child tables from the Expanded Model and Asset Classes plugin to classify service models within the Configuration Management Database (CMDB), improving service model management.

## Key Features

* **Plugin Dependencies:** FSO Core relies on several plugins including Customer Service Management (CSM), Expanded Model and Asset Classes, and Install Base to function properly.
* **Data Model Structure:** The FSO Core data model consists of interconnected tables that organize critical financial service data. A diagram (not included here) outlines these table relationships to aid understanding.
* **Integration with ServiceNow AI Platform, CSM, and CMDB:** FSO Core uses tables from these applications to manage business locations, customer cases, product characteristics, consumer profiles, household members, addresses, product specifications, sold products, and task management.

## Key Outcomes

* Enables comprehensive management of financial services data by leveraging well-structured core tables and relationships.
* Supports classification and management of service models within CMDB through integration with Expanded Model and Asset Classes plugin.
* Enhances customer and product data handling by utilizing CSM and ServiceNow AI Platform tables, facilitating better consumer and service management.
* Allows ServiceNow customers to implement FSO Core either as a standalone data model or integrated with other Financial Services Operations applications, providing flexibility in deployment.  
This section describes the key tables in FSO Core and their relationships. Understanding these relationships helps you manage data effectively and enhances system functionality.
The Financial Services Operations Core application is automatically installed with any of the  Financial Services Operations applications but can also be installed independently for a basic configuration using only its data model.  
The following table lists this application's dependencies:{#fso-core-relationships__table_zvl_jfy_qdc__entry__2}

| Name | Value |
|-|-|
| Customer Service Management (CSM) | com.sn_customerservice |
| Expanded Model and Asset Classes | com.sn_ent |
| Install Base | com.snc.install_base |
[Table 1. Plugin dependencies for Financial Services Operations Core]

{#fso-core-relationships__table_zvl_jfy_qdc}  
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](https://www.servicenow.com/docs/access?context=enterprise-model-asset-classes-app&version=zurich&pubname=zurich-it-asset-management&ft:locale=en-US)

## Financial Services Operations Core data model diagram {#fso-core-relationships__section_pg5_lfm_5cc}

The following diagram shows the tables and their relationships that build the Financial Services Operations Core data model.  
Figure 1. Financial Services Operations Core table relationship

## Using ServiceNow AI Platform, Customer Service Management (CSM) tables {#fso-core-relationships__section_kbn_4n1_ltb}

The Financial Services Operations data model uses the following tables included within the ServiceNow AI Platform, Customer Service Management (CSM), and Configuration Management Database (CMDB) applications to store data.
{#fso-core-relationships__table_q2y_mtg_2qb__entry__3}

| Table | Description | Application |
|-|-|-|
| Business location \[sn_csm_business_location\] | Provides the business location records. | CSM |
| Case \[sn_customerservice_case\] | Provides the cases for patients associated with customer contact records. | CSM |
| Characteristic \[sn_prd_pm_characteristic\] | Provides the attributes available for a product. | CSM |
| Characteristic Option \[sn_prd_pm_characteristic_option\] | Provides the options for attributes available for a product. | CSM |
| Consumer \[csm_consumer\] | Provides patient records associated with consumer records. | CSM |
| Consumer profile \[sn_csm_consumer_profile\] | Provides multiple consumer profiles. | CSM |
| Household Member \[csm_household_member\] | Provides records of the patient members who have been added to a household. | CSM |
| Location \[cmn_location\] | Provides addresses associated with a patient. | ServiceNow AI Platform |
| Product Specification \[sn_prd_pm_specification\] | Defines, at a functional level, a product a service provider sells to the customer. | CSM |
| Sold product \[sn_install_base_sold_product\] | Provides the product purchased by a patient as a customer and references the Product Model \[cmdb_model\] table or Service Model \[cmdb_service_product_model\] table for a customer (customer account or consumer). | ServiceNow AI Platform |
| Specification \[sn_prd_pm_specification\] | Provides the base table for specifications included in the industry vertical applications. | CSM |
| Specification Characteristic \[sn_prd_pm_specification_characteristic\] | Provides the characteristics for product, service, and resource specifications. | CSM |
| Task \[task\] | Provides a series of standard fields used on each of the tables that extend it. | ServiceNow AI Platform |
[Table 2. ServiceNow AI Platform, CSM, and Configuration Management Database (CMDB) tables used in the Financial Services Operations data model]

{#fso-core-relationships__table_q2y_mtg_2qb}