---
sourceDocument: Zurich Service Exchange
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/service-exchange

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Service Exchange

ft:clusterId :

    - sebrdg

bundleId :

    - sebrdg

workflow :

    - Customer and Industry


---

# Components installed for providers

# Components installed with Service Exchange for Providers {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 10 minutes to read

Several types of components are installed when you activate the Service Exchange for Providers application, including tables, user roles, and business rules.
The Application Files \[sys_metadata\] 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=zurich&pubname=zurich-platform-administration&ft:locale=en-US).

## Roles installed {#service-bridge-v2-installed-components-provider__section_gkp_yfk_gmb}

The following roles are installed with the Service Exchange for Providers application.
{#service-bridge-v2-installed-components-provider__table_gtr_pw3_bmb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Service Exchange requester \[sn_sb.requestor\] | * Enables members of the customer IT staff to request and monitor services from the provider from their service catalog. Note: Any member of the customer's staff who needs access to the provider's remote record producers requires this role. * Provides access to the remote record producers and provider tasks. {#service-bridge-v2-installed-components-provider__ul_srn_pc2_jmb} | N/A |
| Service Exchange read \[sn_sb.read\] | * Enables the provider's customer service agents to read the contents of the provider task record. * Provides read-only access to the Service Exchange application. {#service-bridge-v2-installed-components-provider__ul_c2j_vc2_jmb} | N/A |
| Service Exchange admin \[sn_sb.admin\] | * Typically assigned to an administrator for the Service Exchange applications on both the customer and the provider side. * Provides read access to all Service Exchange tables {#service-bridge-v2-installed-components-provider__ul_lmw_5c2_jmb} | * sn_sb.requestor * sn_sb.remote_task_creator * sn_sb.read * flow_designer * sn_customerservice.case_viewer * sn_customerservice.customer_data_viewer * catalog {#service-bridge-v2-installed-components-provider__ul_mmw_5c2_jmb} |
[Table 1. Roles installed with the Service Exchange for Providers application]

{#service-bridge-v2-installed-components-provider__table_gtr_pw3_bmb}

## Business rules installed {#service-bridge-v2-installed-components-provider__section_uq5_2gk_gmb}

The following business rules are installed with the Service Exchange for Providers application.
{#service-bridge-v2-installed-components-provider__table_ejs_r4p_gzb__entry__3}

| Business rule | Table | Description |
|-|-|-|
| Abort duplicate remote task insert | sn_sb_pro_remote_task | Aborts insert of remote task if it already exists. |
| Abort if duplicate transform is found | sn_sb_pro_transform | Aborts insert or update of transform if duplicate found. |
| Abort if duplicate URL | sn_sb_pro_consumer_ connection | Aborts insert of consumer connection if duplicate URL already exists. |
| Abort if field name already in use | sn_sb_pro_inbound_field | Aborts insert of inbound field if name is a duplicate. |
| Abort if field name already in use | sn_sb_pro.outbound_field | Aborts insert of outbound field if name is a duplicate. |
| Abort if remote task def is not editable | sn_sb_pro_remote_task_ def_customer_criteria | Blocks creating or editing consumer criteria if associated remote task def is not in an editable state. |
| Abort if remote task def is not editable | sn_sb_pro_inbound_field | Blocks insert of inbound fields if associated remote task definition is not in an editable state. |
| Abort if remote task def is not editable | sn_sb_pro_outbound_field | Blocks insert of outbound fields if associated remote task definition is not in an editable state. |
| Abort publish if duplicate record | sn_sb_pro_remote_task_def | Blocks publishing of remote task definition if is a duplicate record. |
| Abort Remote Task Create If Missing Conn | sn_sb_pro_remote_task | Sets connection on remote task if present, or aborts insert if none found. |
| Abort remote task def delete by provider | sn_sb_pro_remote_task_def | Prevents remote task definition deletion if definition is not in retired state. |
| Add cat_item name to g_scratchpad | item_option_new | Adds the catalog item name to the scratchpad on display. |
| Add consumer connection data to session | sn_sb_pro_consumer_ connection | Adds consumer connection data to session data. |
| Approve approval record | sn_sb_pro_provider_task | Handles record approvals through provider tasks. |
| Assure deletable | sn_sb_pro_remote_ choice_definition | Checks that a remote task definition is deletable. |
| Assure persona name uniqueness | sn_sb_pro_persona | Prevents persona records being created with same name. |
| Assure unique and updatable | sn_sb_pro_remote_choice_ definition | Ensures that only unique remote task definitions are inserted or updated. |
| Assure uniqueness of criteria for RRP | sn_sb_pro_remote_record_ producer_consumer_criteria | Ensures the criteria added to a remote record producer is unique. |
| Clear remote task client data | sn_sb_pro_remote_task | Clears session data for remote task transactions. |
| Copy attachment from Provider Task | sys_attachment | Copies attachments from synced provider tasks to parent task. |
| Copy attachment to Provider Task | sys_attachment | Copies attachments from parent task to provider tasks. |
| Create default user criteria on Insert | sn_sb_pro_remote_ record_producer | Creates default user criteria on insert of remote record producer. |
| Create or Update transport connection | sn_sb_pro_consumer_ connection | Manages transport connection on connection changes. |
| Create parent on synced remote task | sn_sb_pro_remote_task | Creates parent task on synced remote task insert. |
| Delete associated criteria record | sn_sb_pro_remote_task_def | Deletes associated criteria records on delete of a remote task definition. |
| Delete associated records | sn_sb_pro_remote_task_def | Deletes inbound and outbound mapping records associated with remote task definition. |
| Disconnect RT when RTD Deleted | sn_sb_pro_remote_task_def | Disconnects all associated remote tasks when a remote task definition is deleted. |
| Display Scope mismatch warning | Item_option_new | Shows warning on variable records when in incorrect scope. |
| Error RT when Parent Deleted | task | When a parent task is deleted, all associated remote tasks status is set to the Error state. |
| Force RRP to Draft State on Edits | catalog_ui_policy_action | Sets remote record producer state to Draft when associated records are edited. |
| Force RRP to Draft State on Edits | sys_attachment | Sets remote record producer state to Draft when associated records are edited. |
| Force RRP to Draft State on Edits | catalog_ui_policy | Sets remote record producer state to Draft when associated records are edited. |
| Force RRP to Draft State on Edits | question_choice | Sets remote record producer state to Draft when associated records are edited. |
| Force RRP to Draft State on Edits | item_option_new | Sets remote record producer State to Draft when associated records are edited. |
| Force Updates to Update Sets | item_option_new | Forces update sets to update on record edits. |
| Force Updates to Update Sets | catalog_ui_policy | Forces update sets to update on record edits. |
| Force Updates to Update Sets | catalog_ui_policy_action | Forces update sets to update on record edits. |
| Force Updates to Update Sets | question_choice | Forces update sets to update on record edits. |
| Gen entitlements for publish/retire RRP | sn_sb_pro_remote_ record_producer | Generates entitlements for remote record producers that are published or retired. |
| Gen entitlements for update Persona | sn_sb_pro_persona | Generates entitlements for personas when edited. |
| Generate entitlements for remote task def | sn_sb_pro_remote_ task_def | Generates entitlements for remote task definition changes. |
| Handle authorized user transport | sn_sb_pro_authorized_user | Manages transmission of authorized user changes through the transport layer. |
| Limit registration tasks by Company and URL | sn_sb_pro_registration | Controls registration tasks by company and URL. |
| Populate customer details on provider | sn_sb_pro_provider_task | Populates inserted provider task information from consumer connection. |
| Populate scratchpad | sn_sb_pro_registration | Populates scratchpad with relevant information on registration. |
| Propagate Service Exchange Version Changes | v_plugin | Adds Service Exchange version changes on settings record. |
| Reject approval record | sn_sb_pro_provider_task | Handles rejection through provider tasks. |
| Remote Choice: Update attributes field | item_option_new | Updates Attributes field on remote choice for variable changes. |
| Reset Consumer table on mappings | sn_sb_pro_remote_ task_def | Resets the consumer table field on mappings associated with remote task definition when consumer table mappings change. |
| Reset Provider table on mappings | sn_sb_pro_remote_ task_def | Resets the provider table field on mappings associated with remote task definition on definition provider table change. |
| Restrict RRP variable types | item_option_new | Restricts the types of variables allowed when associated with a remote task definition. |
| Retry Errored RT on RTD Activation | sn_sb_pro_remote_ task_def | Retry parent creation for remote tasks if associated remote task definition is activated and remote task parent is null. |
| Send auto approval | sn_sb_pro_authorized_user | Manages automatic approvals of authorized users. |
| Service Exchange bootstrap | sn_sb_pro_registration | Helps manage onboarding for Service Exchange. |
| Set company on remote task insert | sn_sb_pro_remote_task | Sets the company (and account if present) on remote tasks on insert through sync. |
| Set copied RRP state to default | sn_sb_pro_remote_ record_producer | Manages setting remote record producer state when copied. |
| Set default values | sn_sb_pro_authorized_user | Sets default values on authorized users on insert. |
| Set outbound vars json on insert | sn_sb_pro_remote_task | Sets the outbound vars json field on remote task insert by current instance. |
| Set Provider task number | sn_sb_pro_provider_task | Sets the provider task number to synced provider task number. |
| Set Remote task number | sn_sb_pro_remote_task | Sets remote task number on synced remote task number. |
| Show warning messages | sn_sb_pro_remote_ record_producer | Shows warning messages for remote record producer errors. |
| Show warning on incomplete Remote Task Definition | sn_sb_pro_remote_task_def | Shows warnings on remote task definition if required related records are missing. |
| Sync Attachment from Parent Task | sys_attachment | Syncs attachments from parent tasks to associated remote tasks. |
| Sync comments from provider task | sys_journal_field | Syncs comments from synced provider tasks to parent task. |
| Sync Remote Task Attachment to Parent | sys_attachment | Copies synced remote task attachments to parent task. |
| Trigger changed attachment transport | sys_attachment | Handles attachment changes syncing through the transport layer. |
| Trigger entitlement transport | sn_sb_pro_entitlement | Manages entitlements syncing through transport layer |
| Trigger inserted attachment transport | sys_attachment | Manages attachment insert syncing through the transport layer. |
| Trigger provider PT transport | sn_sb_pro_provider_task | Manages provider task syncing through the transport layer. |
| Trigger provider remote task transport | sn_sb_pro_remote_task | Manages remote task insert and delete syncing through the transport layer. |
| Trigger remote task transport update | sn_sb_pro_remote_task | Manages remote task update syncing through the transport layer. |
| Trigger SBScratchpad Transport | sn_sb_scratchpad | Manages scratchpad update syncing through the transport layer. |
| Trigger settings transport | sn_sb_pro_service_bridge_ settings | Manages Service Exchange setting syncing through the transport layer. |
| Update comments from Task to PT | task | Handles syncing of comments from parent task to provider task. |
| Update consumer registration | sn_sb_pro_service_bridge_ settings | Updates consumer registration on insert of settings record. |
| Update Persona RRPs on Change | sn_sb_pro_persona | Updates remote record producer persona when modified. |
| Validate Authorized Users Field Values | sn_sb_pro_service_bridge_ settings | Validates authorized users field values when updated. |
| Validate max authorized user | sn_sb_pro_service_bridge_ settings | Ensures max authorized user number is within valid range. |
| Validate Provider task | sn_sb_pro_provider_task | Validates a provider task insert or update is allowed. |
[Table 2. Business rules installed with the Service Exchange for Providers application]

{#service-bridge-v2-installed-components-provider__table_ejs_r4p_gzb}

## Tables installed {#service-bridge-v2-installed-components-provider__section_w53_hgk_gmb}

The following tables are installed with the Service Exchange for Providers application.
{#service-bridge-v2-installed-components-provider__table_hnb_j13_bme__entry__2}

| Table | Description |
|-|-|
| Authorized Users \[sn_sb_pro_authorized_user\] | Contains the authorized user records. |
| Consumer Connection \[sn_sb_pro_consumer_connection\] | Consumer connection record for provider, extends the base connection table. |
| Entitlement \[sn_sb_pro_entitlement\] | Provider entitlements associating records to entitled consumers, extends base entitlement table. |
| Inbound Field \[sn_sb_pro_inbound_field\] | Manages provider side inbound field mappings for remote task definitions. |
| Outbound Field \[sn_sb_pro_outbound_field\] | Manages provider side outbound field mappings for remote task definitions. |
| Personas \[sn_sb_pro_persona\] | Manages personas for Service Exchange. |
| Provider \[sn_sb_pro_provider\] | Provider association record to tie provider side records together. |
| Provider Task \[sn_sb_pro_provider_task\] | Provider tasks on provider side, created by consumers through remote record producers. |
| Registration \[sn_sb_pro_registration\] | Service Exchange registration records. |
| Remote Choice Definition \[sn_sb_pro_remote_choice_definition\] | Remote choice definitions for remote record producer. |
| Consumer Criteria \[sn_sb_pro_remote_record_producer_consumer_criteria\] | Consumer criteria records attributed to remote record producers, controls which consumers are entitled to a given remote record producer. |
| Remote service \[sn_sb_pro_remote_service\] | Remote service record. |
| Remote Task \[sn_sb_pro_remote_task\] | Remote tasks for managing data transfer between parent tasks on synced instances. |
| Remote Task Definition \[sn_sb_pro_remote_task_def\] | Remote task definition, controls creation and processing of remote tasks. |
| Consumer Criteria \[sn_sb_pro_remote_task_def_consumer_criteria\] | Consumer criteria records attributed to remote task definitions, controls which consumers are entitled to a given remote task definition. |
| Remote Task Variable \[sn_sb_pro_remote_task_variable\] | Glide variables associated with a remote task, allows displaying incoming synced data |
| Service Exchange Settings \[sn_sb_pro_service_bridge_settings\] | Settings record for provider, manages various Service Exchange settings alignment between provider and consumer. |
| Transform \[sn_sb_pro_transform\] | Provider side transform records. |
[Table 3. Tables installed with the Service Exchange for Providers application]

{#service-bridge-v2-installed-components-provider__table_hnb_j13_bme}

## Flows installed {#service-bridge-v2-installed-components-provider__section_gz3_blc_kmb}

The following flows are installed with the Service Exchange for Providers application.
{#service-bridge-v2-installed-components-provider__table_cyl_nyp_gzb__entry__2}

| Flow | Description |
|-|-|
| Create Proactive Provider task from Case \[create_proactive_provider_task_from_case\] | Creates provider task from case in proactive use case. |
| Process Incoming Consumer Provider Task \[process_incoming_consumer_provider_task\] | Manages incoming provider tasks from consumer. |
| Process Service Exchange registration \[process_service_bridge_registration\] | Manages Service Exchange registration. |
| Service Exchange Attachment Sync to Task \[attachment_sync_provider_task_to_task\] | Syncs attachments from provider task to parent task. |
| Service Exchange Case to Provider task Update \[service_bridge_case_to_provider_task_update\] | Manages creating provider tasks on case update. |
| Service Exchange Change Request to Provider task Update \[service_bridge_change_request_to_provider_task_update\] | Manages creating provider tasks on change update. |
| Service Exchange Incident to Provider task_Update \[service_bridge_incident_to_provider_task_update\] | Manages creating provider tasks on incident update. |
| Service Exchange Provider Task to Case Update \[service_bridge_provider_task_to_case_update\] | Manages processing of provider tasks and creation of associated parent case task. |
| Service Exchange provider task to Change Request Update \[service_bridge_provider_task_to_change_request_update\] | Manages processing of provider tasks and creation of associated parent change request task. |
| Service Exchange provider task to Incident Update \[service_bridge_provider_task_to_incident_update\] | Manages processing of provider tasks and creation of associated parent incident task. |
[Table 4. Flows installed with the Service Exchange for Providers application]

{#service-bridge-v2-installed-components-provider__table_cyl_nyp_gzb}

## Subflows installed {#service-bridge-v2-installed-components-provider__section_g5b_tfr_fzb}

The following subflows are installed with the Service Exchange for Providers application.
{#service-bridge-v2-installed-components-provider__table_m3v_kzp_gzb__entry__2}

| Subflow | Description |
|-|-|
| Create Case from Provider task \[create_case_from_provider_task\] | Creates parent task case from a Provider Task. |
| Create Change from Provider task \[create_change_from_provider_task\] | Creates parent task change from Provider Task. |
| Create Incident from Provider task \[create_incident_from_provider_task\] | Creates parent task incident from Provider Task. |
| Create OAuth Client \[create_oauth_client\] | Creates the OAuth client on onboarding. |
| Process invalid Provider task \[process_invalid_provider_task\] | Manages provider tasks that have invalid configurations. |
| Repair RPS Consumer Connection Error \[repair_rps_consumer_connection_error\] | Attempts to fix Remote Process Sync errors in the Consumer Connection. |
[Table 5. Subflows installed with the Service Exchange for Providers application]

{#service-bridge-v2-installed-components-provider__table_m3v_kzp_gzb}

## Flow actions installed {#service-bridge-v2-installed-components-provider__section_vt4_h1t_fzb}

The following flow actions are installed with the Service Exchange for Providers application.
{#service-bridge-v2-installed-components-provider__table_ybb_wzp_gzb__entry__2}

| Flow action | Description |
|-|-|
| Copy attachment \[copy_attachment\] | Copies a given attachment to a given record. |
| Copy task variables \[copy_task_variables\] | Retrieves task variable data for use in flows. |
| Create parent from remote task \[create_parent_from_remote_task\] | Creates a parent task from a given remote task. |
| Create remote task for consumer \[create_remote_task_for_consumer\] | Creates a remote task for a given parent task and consumer. |
| File Service Exchange registration email event \[file_service_bridge_registration_email_event\] | Files email with information during Service Exchange registration. |
| Is Transporter User \[is_transporter_user\] | Checks if current user is transport user. |
| Parse Provider Task vars_json \[parse_provider_task_vars_json\] | Parses out the vars json field on the Provider Task. |
| Repair RPS Consumer Connection \[repair_rps_consumer_connection\] | Attempts to fix Remote Process Sync errors on Consumer Connection. |
[Table 6. Flow actions installed with the Service Exchange for Providers application]

{#service-bridge-v2-installed-components-provider__table_ybb_wzp_gzb}