Components installed with Financial Services Business Loan Operations

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

    The Financial Services Business Loan Operations application installs a set of components essential for managing business loan workflows within ServiceNow. These components include tables, user roles, plugins, and related store applications that support comprehensive loan service case and task management. The installation enhances integration with Customer Service Management and document processing capabilities, enabling efficient loan operations.

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    Plugins and Store Applications Installed

    • Customer Service [com.sncustomerservice]: Extends Customer Service Management tables for use within Financial Services Operations.
    • Financial Services Operations Core: Stores critical customer data necessary for processing loan service requests.
    • Financial Services Credit Operations: Manages credit service cases and tasks integral to loan workflows.
    • Document Processor: Facilitates management of document-related service tasks within loan operations.
    • Playbooks for Customer Service Management: Provides a task-oriented visualization of business processes to ensure consistent handling of common scenarios.

    User Roles Installed

    The application installs several roles tailored for business loan operations, each providing specific permissions and responsibilities:

    • Loan Admin [snbomloanb2b.admin]: System administrator role for configuring the loan operations app, managing loan service definitions, and full CRUD access on loan data. Includes role management and deletion capabilities for loan cases and tasks.
    • Loan Agent [snbomloanb2b.agent]: Allows viewing and working on loan cases and tasks to fulfill loan requests.
    • Loan Contributor [snbomloanb2b.contributor]: Enables submission of loan service requests, status viewing, and document collection for managed accounts up to the Initiate and Review stage. Must be combined with a Customer Service Management (CSM) Contributor role.
    • Loan Agent Connector [snbomloanb2b.agentconnector]: Similar to Loan Agent but scoped to managed accounts; requires combination with a CSM industry data model role.
    • Loan Manager [snbomloanb2b.manager]: Provides access to business loan operations dashboards and Process Mining tools.
    • Loan Viewer [snbomloanb2b.viewer]: Permits viewing of loan cases and related data without editing rights.

    Tables Installed

    The application introduces tables that extend core case and task tables to support business loan operations:

    • Loan Base [snbomloanbase]: Extends the Customer Service Case table to serve as the foundational loan case table.
    • Loan Service Case [snbomloanservice]: Stores all business loan service cases and extends the Loan Base table.
    • Loan Task [snbomloantask]: Stores all loan-related tasks, extending the Financial Task table.

    Practical Implications for ServiceNow Customers

    By installing these components, customers can efficiently manage business loan processes with integrated case and task management, enhanced document handling, and seamless Customer Service Management integration. The predefined roles simplify user access control tailored to loan operations needs, while the included plugins and store apps ensure robust functionality and extensibility. Understanding these components helps customers configure, secure, and operate the loan application effectively.

    Several types of components are installed with the installation of the Financial Services Business Loan Operations application, including tables and user roles. The application also installs related plugins and store applications if they aren’t 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

    Plugin Description
    Customer Service

    [com.sn_customerservice]

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Store applications installed

    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make loan service requests. 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 loan operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Document Processor Enables the management of document services tasks that are used in loan operations workflows. For more information, see Integrating with Document Processor.
    Playbooks for Customer Service Management Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see Playbooks for Customer Service Management.

    Roles installed

    These roles correspond to Business Loan Operations.

    Role title [name] Description Contains roles
    Loan admin

    [sn_bom_loan_b2b.admin]

    		 Application-specific system administrator role for business loans that can:
    • Configure the loan operations application
    • Create and modify loan service definitions
    • Has read, write, and create access to loan data
    • Grant loan operations roles
    • Delete loan cases and tasks
    Note:
    The sn_bom.admin role contains the sn_bom_loan_b2b.admin role when the Financial Services Business Loan Operations application is installed.
    • sn_bom.service_definition_admin
    • sn_bom_loan_b2b.agent
    • sn_bom_loan_b2b.manager
    Loan agent

    [sn_bom_loan_b2b.agent]
    • View the overall status of loan cases
    • Work on loan cases and tasks to fulfil loan requests.
    • sn_bom.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.b2b_agent
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan contributor

    [sn_bom_loan_b2b.contributor]
    • Submit loan service requests
    • View the status of loan service cases
    • Work on loan case and collect inbound documents for accounts managed by them till 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.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan agent connector

    [sn_bom_loan_b2b.agent_connector]
    • Submit loan service requests
    • Work on loan cases and tasks to fulfil loan 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_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan manager

    [sn_bom_loan_b2b.manager]
    • View the business loan operations dashboard
    • Use Process Mining for Business Loan Operations processes
    • sn_bom_loan_b2b.agent
    • pa_viewer
    Loan viewer

    [sn_bom_loan_b2b.viewer]

    		 View loan cases and related data
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    These tables correspond to Business Loan Operations.

    Table Description
    Loan Base

    [sn_bom_loan_base]

    		 Loan Service Case table extends the Loan Base table. Loan Base table extends the Case [sn_customerservice_case] table.
    Loan Service Case

    [sn_bom_loan_service]

    		 Stores all business loan service cases. This table extends the Loan Base [sn_bom_loan_base] table.
    Loan Task

    [sn_bom_loan_task]

    		 Stores all business loan tasks. This table extends the Financial Task [sn_bom_task] table.