Components installed with Financial Services Client Lifecycle

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

    The Financial Services Client Lifecycle (snbomclob2c) plugin installation includes multiple components essential for managing client lifecycle operations within ServiceNow. These components consist of tables, user roles, related plugins, and store applications that support comprehensive client lifecycle and financial services workflows.

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    Plugins Installed

    • Customer Service (com.sncustomerservice): Extends tables from Customer Service Management into Financial Services Operations applications, enabling integrated client service management.

    Roles Installed

    The plugin installs various roles with specific access and privileges to support different user responsibilities in client lifecycle management:

    • Account Administrator [snbomclob2c.admin]: Full access to Client Lifecycle data and administrative privileges including user and role management, configuration, and data modifications.
    • Account Manager [snbomclob2c.manager]: Includes all Agent capabilities plus access to Performance Analytics reports and optimization projects.
    • CLO Contributor [snbomclob2c.contributor]: Allows creation and management of CLO service cases up to the Initiate and Review stages. Must be combined with a CSM Contributor user role to function properly.
    • CLO Agent Connector [snbomclob2c.agentconnector]: Enables case creation and management for accounts managed by the user. Requires combination with CSM industry data model roles.
    • Client Lifecycle Agent [snbomclob2c.agent]: Full access to Client Lifecycle data with permissions to create cases, assign tasks, update applicant information, perform verifications, approve accounts, and close cases.
    • Client Lifecycle Viewer [snbomclob2c.viewer]: Provides read-only access to all Client Lifecycle data.
    • KYC Admin and Customer Agent Roles: Manage and access Know Your Customer (KYC) operations and client-level contact data with varying levels of administrative and viewing privileges.

    Store Applications Installed

    Several store applications are installed automatically if not already present, enhancing functionality:

    • Financial Services Operations Core: Core data storage for customer lifecycle cases.
    • Financial Services Credit Operations: Manages credit service cases and tasks within customer lifecycle workflows.
    • Financial Services Know Your Customer (KYC): Supports KYC agents in reviewing and evaluating new account applicants.
    • CSM Playbook: Visualizes business process workflows in a task-oriented manner to ensure consistent handling of common situations.
    • CSM Contributor User: Enables middle office teams to assist in resolving customer issues and requests.

    Tables Installed

    The plugin extends the Financial Services data model with new tables to manage lifecycle cases and tasks:

    • Customer Lifecycle Base [snbomclob2cbase]: Extends the Financial Services Base table to serve as the foundation for client lifecycle data.
    • Account Lifecycle Service Case [snbomclob2cservice]: Extends the Customer Lifecycle Base table to manage service cases.
    • Account Lifecycle Task [snbomclob2ctask]: Extends the Financial Task table to handle lifecycle-related tasks.

    Practical Considerations for ServiceNow Customers

    By activating the Financial Services Client Lifecycle plugin, customers gain a comprehensive framework to manage client onboarding, servicing, and compliance processes efficiently. The roles enable clear segregation of duties and access control, ensuring users have appropriate permissions for their responsibilities. The installed plugins and store apps integrate client lifecycle management with customer service and KYC processes, enhancing operational consistency and compliance.

    Customers should ensure role combinations as noted (e.g., Contributor with CSM Contributor roles) for full functionality. Access to the Application Files table allows administrators to view all installed components, supporting better governance and customization.

    Several types of components are installed with the activation of the Financial Services Client Lifecycle (sn_bom_clo_b2c) 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 Financial Services Client Lifecycle
    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 Financial Services Client Lifecycle
    Role title [name] Description Contains roles
    Account Administrator

    [sn_bom_clo_b2c.admin]

    		 This role gives access to all Client Lifecycle data and admin privileges.
    • 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_b2c.agent
    Account Manager

    [sn_bom_clo_b2c.manager]

    		 This role provides all Client Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects.
    • sn_bom_clo_b2c.agent
    • pa_viewer
    CLO contributor

    [sn_bom_clo_b2c.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.service_definition_read
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom_document.b2c_collector
    CLO agent connector

    [sn_bom_clo_b2c.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.account_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_bom_document.b2c_collector
    Client Lifecycle Agent

    [sn_bom_clo_b2c.agent]

    		 This role gives access to all Client 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_kyc.b2c_customer_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_bom_document.b2c_collector
    Client Lifecycle Viewer

    [sn_bom_clo_b2c.viewer]

    		 This role gives read-only access to all Financial Services Client Lifecycle data.

    sn_bom.service_definition_read
    KYC Admin

    [sn_bom_kyc.admin]

    		 This role gives access to all Financial Services Know Your Customer operations data and grants admin privileges.
    • sn_bom.service_definition_admin
    • sn_bom_kyc.b2c_customer_agent
    • sn_bom_kyc.b2c_account_agent
    • sn_bom_kyc.b2c_contact_agent
    KYC Customer Agent

    [sn_bom_kyc.b2c_customer_agent]

    		 This role gives access to all Financial Services Know Your Customer client-level contact data.
    • sn_bom_clo_b2c.viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    KYC Contact Viewer

    [sn_bom_kyc.b2c_customer_viewer]

    		 This role grants read-only views of account contact information.

    sn_bom.service_definition_read

    Store applications installed

    Table 3. Store applications installed with Financial Services Client Lifecycle
    Store application Description
    Financial Services Operations Core Stores the data that is needed to create customer lifecycle 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 Financial Services 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 Financial Services Client Lifecycle
    Table Description
    Customer Lifecycle Base

    [sn_bom_clo_b2c_base]

    		 Customer Lifecycle Base table extends the Financial Services Base [sn_bom_case] table.
    Account Lifecycle Service Case

    [sn_bom_clo_b2c_service]

    		 Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2c_base] table.
    Account Lifecycle Task

    [sn_bom_clo_b2c_task]

    		 Account Lifecycle Task Case extends the Financial Task [sn_bom_task] table.