Components installed with Financial Services Credit Operations

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Components installed with Financial Services Credit Operations

    The Financial Services Credit Operations application automatically installs several key components including tables and user roles when deployed as part of the Financial Services Operations suite. It supports credit task management workflows across multiple Financial Services applications such as Card Operations, Business Loan Operations, and Personal Loan Operations. Demo data is also available for this application.

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    Roles Installed

    The application installs a variety of roles designed to control access and permissions related to credit operations:

    • Credit admin: Provides full administrative access to all credit data with permissions to read, write, and create records.
    • Credit agent – Business and Personal: Allows users to view and work on credit tasks for business or consumer services respectively.
    • Credit contributor – Business and Personal: Enables submission of credit service requests and management of credit cases up to the initiate stage; must be combined with Customer Service Management (CSM) contributor roles.
    • Credit agent connector – Business and Personal: Allows agents to submit and work on credit service requests; requires combination with CSM industry data model roles.
    • Credit viewer – Business and Personal: Provides read-only access to credit tasks and related data for business or consumer services.

    These roles grant users specific access tailored to their responsibilities in managing credit operations, ensuring data security and workflow efficiency.

    Tables Installed

    The application includes several tables that store credit cases and tasks, extending core ServiceNow tables:

    • Credit Base [snbomcreditasmtbase]: The foundational table extended by all credit service case tables; itself extends the ServiceNow Case table.
    • Credit Service Case tables: Store credit cases for various financial services:
      • General credit cases for all Financial Services Operations applications.
      • Business loan credit cases specific to Business Loan Operations.
      • Consumer credit cases for personal loan and other consumer services.
    • Credit Task tables: Store credit tasks related to business and personal services, extending the Financial Task table.

    These tables facilitate structured tracking and management of credit assessments and workflows across financial products.

    Several types of components are installed with the installation of the Financial Services Credit Operations application, including tables and user roles.

    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.
    This application is automatically installed when you install any of the following Financial Services Operations applications. Financial Services Credit Operations manages the Credit tasks that are used in workflows across Financial Services Operations applications.
    • Financial Services Card Operations
    • Financial Services Business Loan Operations
    • Financial Services Personal Loan Operations

    Demo data is available for this feature.

    Roles installed

    Table 1. Roles installed with Financial Services Credit Operations application
    Role title [name] Description Contains roles
    Credit admin

    [sn_bom_credit_asmt.admin]

    		 Application-specific system administrator role that can grant access to all credit data.

    Users with this role have read, write, and create access to the Financial Services Credit Operations tables.
    • sn_bom.service_definition_admin
    • sn_bom_credit_asmt.b2b_agent
    • sn_bom_credit_asmt.b2c_agent
    Credit agent – Business

    [sn_bom_credit_asmt.b2b_agent]
    • View the overall status of credit tasks for business services
    • Work on credit tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_bom.b2b_agent
    • sn_esm_agent
    Credit contributor – Business

    [sn_bom_credit_asmt.b2b_contributor]
    • Submit credit service requests
    • View the status of credit assessment cases and tasks
    • Work on credit case for accounts managed by them till the Initiate 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.loan_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom.deposit_account_viewer
    Credit contributor – Personal

    [sn_bom_credit_asmt.b2c_contributor]
    • Submit credit service requests
    • View the status of credit assessment cases and tasks
    • Work on credit case for consumer accounts managed by them till the Initiate 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.loan_account_viewer
    • sn_bom_loan.b2c_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    Credit agent connector – Business

    [sn_bom_credit_asmt.b2b_agent_connector]
    • Submit credit service requests
    • Work on credit cases and tasks to fulfil 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.loan_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    Credit agent connector – Personal

    [sn_bom_credit_asmt.b2c_agent_connector]
    • Submit credit service requests
    • Work on credit cases and tasks to fulfil requests for consumer 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.loan_account_viewer
    • sn_bom_loan.b2c_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    Credit viewer – Business

    [sn_bom_credit_asmt.b2b_viewer]

    		 View credit tasks and related data for business services None
    Credit agent – Personal

    [sn_bom_credit_asmt.b2c_agent]
    • View the overall status of credit tasks for consumer services
    • Work on credit tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom_loan.b2c_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_agent
    • sn_esm_agent
    Credit viewer – Personal

    [sn_bom_credit_asmt.b2c_viewer]

    		 View credit tasks and related data for consumer services None

    Tables installed

    Table 2. Tables installed with Financial Services Credit Operations application
    Table Description
    Credit Base

    [sn_bom_credit_asmt_base]

    		 Credit Service Case tables extend the Credit Base table. Credit Base table extends the Case [sn_customerservice_case] table.
    Credit Service Case

    [sn_bom_credit_asmt_b2b_service]

    		 Stores all credit cases for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
    Credit Service Case

    [sn_bom_credit_asmt_loan_b2b_service]

    		 Stores all credit service cases for business loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Service Case

    [sn_bom_credit_asmt_service]

    		 Stores all credit service cases for consumer services for all Financial Services Operations applications. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Service Case

    [sn_bom_credit_asmt_loan_service]

    		 Stores all credit service cases for personal loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Task

    [sn_bom_credit_asmt_b2b_task]

    		 Stores all credit tasks for business services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
    Credit Task

    [sn_bom_credit_asmt_task]

    		 Stores all credit tasks for personal services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.