Components installed with Financial Services Personal Deposit Operations

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

    The Financial Services Personal Deposit Operations application installs several key components essential for managing personal deposit services. These include tables, user roles, scheduled jobs, related plugins, and store applications. These components work together to support deposit case management, task processing, and integration with other ServiceNow capabilities.

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    Plugins and Store Applications Installed

    • Customer Service [com.sncustomerservice]: Enables extension of Customer Service Management tables into Financial Services Operations applications.
    • Financial Services Operations Core: Stores critical customer data required for deposit service requests.
    • Financial Services Document Management: Manages document service tasks used within deposit workflows.
    • Playbooks for Customer Service Management: Visualizes business process workflows in a task-oriented manner to ensure consistent handling of common situations.
    • CSM Contributor User: Allows middle office teams to create cases for customer requests.

    User Roles Installed

    The application installs several roles tailored for deposit operations, each with specific permissions:

    • Deposit admin: Full administrative capabilities including role management, case and task deletion, configuration, and deposit data access.
    • Deposit agent: Create and work on deposit service cases and tasks, with overall case status visibility.
    • Deposit contributor: Similar to deposit agent but limited to tasks up to the Initiate and Review stage. Must be combined with CSM Contributor user roles for functionality.
    • Deposit agent connector: Works on deposit service cases for accounts they manage. Must be combined with CSM industry data model roles.
    • Deposit manager: Access to Performance Analytics reports and Process Mining projects related to deposit operations.
    • Deposit viewer: Read-only access to all deposit service cases and related data.

    Tables Installed

    • Deposit Base [snbomdepositb2cbase]: Base table for deposit cases, extending the Financial Services Base table.
    • Personal Deposit Service Case [snbomdepositb2cservice]: Stores all personal deposit cases, extending the Deposit Base table.
    • Personal Deposit Task [snbomdepositb2ctask]: Stores deposit tasks for all personal deposit cases, extending the Financial Task table.

    Note: The Application Files table in ServiceNow lists all components installed with this application, which helps in identifying and managing these components effectively.

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

    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 deposit service requests. For more information, see Financial Services Operations Core.
    Financial Services Document Management Enables the management of Document Services tasks that are used in Financial Services Personal Deposit 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.
    CSM Contributor User Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.

    Roles installed

    Role title [name] Description Contains roles
    Deposit admin

    [sn_bom_deposit_b2c.admin]

    		 Application-specific system administrator role for deposit operations that can:
    • Grant deposit operations roles
    • Delete deposit service cases and tasks
    • Configure the deposit operations application
    • Create and modify deposit service definitions
    • Read, write, and create access to deposit data
    • sn_bom.service_definition_admin
    • sn_bom_deposit_b2c.agent
    • sn_bom_deposit_b2c.manager
    Deposit agent

    [sn_bom_deposit_b2c.agent]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit service cases and tasks
    • sn_bom_document.b2c_viewer
    • sn_bom.b2c_agent
    • sn_bom_document.b2c_collector
    • sn_bom.deposit_account_viewer
    Deposit contributor

    [sn_bom_deposit_b2c.contributor]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit agent connector

    [sn_bom_deposit_b2c.agent_connector]
    • Create deposit service cases and enter case data
    • View the overall status of cases
    • Work on deposit 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_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.agent
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Deposit manager

    [sn_bom_deposit_b2c.manager]
    • View the Performance Analytics reports in the deposit operations dashboard
    • Use Process Mining projects for deposit operations processes
    • pa_viewer
    • sn_bom_deposit_b2c.agent
    Deposit viewer

    [sn_bom_deposit_b2c.viewer]

    		 Has read-only access to all deposit service cases and related data
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    Table Description
    Deposit Base

    [sn_bom_deposit_b2c_base]

    		 Personal Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base [sn_bom_case] table.
    Personal Deposit Service Case

    [sn_bom_deposit_b2c_service]

    		 Stores all personal deposit cases. This table extends the Deposit Base [sn_bom_deposit_b2c_base] table.
    Personal Deposit Task

    [sn_bom_deposit_b2c_task]

    		 Stores all deposit tasks for all personal deposit cases. This table extends the Financial Task [sn_bom_task] table.