Components installed with Financial Services Business Lifecycle

  • Release version: Zurich
  • Updated July 31, 2025
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    Summary of Components installed with Financial Services Business Lifecycle

    The activation of the Financial Services Business Lifecycle (snbomclob2b) plugin installs a variety of components essential for managing customer lifecycle operations in financial services. These components include tables, user roles, related plugins, and store applications. This installation supports comprehensive lifecycle management workflows, enabling efficient case and task handling for account and contact operations.

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    Plugins Installed

    • Customer Service (com.sncustomerservice): Extends tables from Customer Service Management into Financial Services Operations applications, ensuring integration across service domains.

    Roles Installed

    The plugin installs several roles designed to control access and permissions across different lifecycle operations:

    • Account Administrator: Full admin privileges plus access to all Financial Services Business Lifecycle data, user management, and configuration capabilities.
    • Account Manager: Includes all agent capabilities plus access to Performance Analytics reports and optimization projects.
    • CLO Contributor: Enables creation and management of CLO service cases up to the review stage; must be combined with Customer Service Management Contributor roles for functionality.
    • CLO Agent Connector: Allows case creation and handling for assigned accounts; requires combination with CSM industry data model roles.
    • Account Lifecycle Agent: Access to all lifecycle data with permissions to manage cases, tasks, applicant info, verification, approvals, and case closure.
    • Contact Lifecycle Agent: Similar to Account Lifecycle Agent but focused on contact cases and data management.
    • Account Lifecycle Viewer & Contact Lifecycle Viewer: Provide read-only access to lifecycle operation data for accounts and contacts respectively.
    • Know Your Customer (KYC) Roles: Include KYC Admin, Contact Agent, Account Agent, and Viewer roles, each granting access levels tailored to KYC operational needs.

    Store Applications Installed

    Several store applications are installed to support lifecycle management workflows:

    • Financial Services Operations Core: Stores essential data for creating Customer Lifecycle Operations cases.
    • Financial Services Credit Operations: Manages credit-related service cases and tasks within lifecycle workflows.
    • Financial Services Know Your Customer (KYC): Enables KYC agents to review and evaluate new account applicants.
    • CSM Playbook: Visualizes business process workflows in a task-oriented manner for consistent customer response.
    • CSM Contributor User: Facilitates middle office team involvement in resolving customer issues and requests.

    Tables Installed

    The plugin extends and creates several tables to support lifecycle operations:

    • Customer Lifecycle Base [snbomclob2bbase]: Extends the Financial Services Base table and serves as the foundation for lifecycle service cases.
    • Account Lifecycle Service Case [snbomclob2baccountservice]: Builds on the Customer Lifecycle Base for account-specific service cases.
    • Account Lifecycle Task [snbomclob2baccounttask]: Extends the Financial Task table for account-related tasks.
    • Contact Lifecycle Service Case [snbomclob2bcontactservice]: Extends the Customer Lifecycle Base for contact-specific service cases.
    • Contact Lifecycle Task [snbomclob2bcontacttask]: Extends the Financial Task table for contact-related tasks.

    These tables enable structured data management and workflow automation for both account and contact lifecycle operations.

    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 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.