Configure Financial Services Deposit Operations

Review the components that are installed with the Financial Services Deposit Operations application and modify as needed for your organization's business needs.

Before you begin

Make sure that the Financial Services Deposit Operations application is installed. For more information, see Install Financial Services Business Deposit Operations and Install Financial Services Personal Deposit Operations.

Role required:

• For Financial Services Business Deposit Operations: sn_bom_deposit_b2b.admin and admin
• Financial Services Personal Deposit Operations: sn_bom_deposit_b2c.admin and admin

Procedure

1. Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.
   For more information, see Import your financial data using import sets.
2. Review the installed components.
   Modify them or add new ones as applicable.

   Task	Description
   Configure service definitions	Configure service definitions to enable unique flows and views for deposit service cases and tasks. You can add new case types and configure service definitions for each type.
   Edit or create flows	Edit or create flows using Workflow Studio.
   Configure playbooks	Edit or create a new playbook using Playbooks.
   Configure CSM Configurable Workspace	Configure CSM Configurable Workspace to enable agents to interact with customers and create and work on cases.
   Configure Service Level Agreements (SLAs)	Configure the installed SLAs to configure SLA timings for deposit service cases and tasks.
   Configure user groups	Configure user groups for assignment of cases and tasks. You can also assign roles to groups and users. Configure agent connector and contributor roles for the groups, if required. For more information, see Roles and Personas.
   Configure assignment rules	Configure assignment rules to identify cases that meet certain conditions and then route those cases to agents.
   Configure Document Processor	Configure Document Processor for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions.