Financial Services Business Deposit Operations release notes

  • Release version: Store
  • Updated April 9, 2026
  • 2 minutes to read
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    Summary of Financial Services Business Deposit Operations Release Notes

    The Financial Services Business Deposit Operations application on the ServiceNow Store undergoes regular updates to enhance functionality, security, localization, and user experience. Each release includes new features, improvements, fixes, and sometimes deprecations to support evolving business needs within financial services deposit operations.

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    Key Features and Enhancements

    • Data Integration: Starting in version 3.7.0 (April 2026), the addition of the deposit service table as a source for AIS improves data integration and provides richer insights.
    • Case Management Standardization: Version 3.7.0 replaces custom case type logic with the native Customer Service Management (CSM) Case Type Selector, simplifying maintenance and unifying case handling across agents and users.
    • Localization Support: Multiple releases, including 3.4.1 (August 2025) and earlier, expanded translations to support localization, enabling better usability for global users.
    • User Interface Enhancements: Versions 3.1.0 and 2.4.0 introduced UI updates such as migration to the UIB layout 3.0 and added UX page properties for Agent Assist on Voltron record pages.
    • Security Improvements: Version 2.0.0 (May 2022) introduced security enhancements, including decision tables for document rules and updates for document verification automation.
    • Document Management Integration: Configuration for document signing integrated with Document Template was added in version 2.1.0 (August 2022).
    • Role and Access Management: Several releases updated contributor roles and addressed ACL security issues to ensure appropriate access controls.

    Fixes and Maintenance

    • Fixes for specific issues such as playbook republishing to restore case access (3.3.1, Feb 2025), remote lookup functionality on Voltron (3.2.2, Sept 2024), and dark theme issues (2.2.0, Nov 2022).
    • Dynamic filtering enhancements on landing pages and case reports to improve user experience.
    • Removal of deprecated roles and UI actions to streamline role management and reduce complexity.

    Practical Implications for ServiceNow Customers

    ServiceNow customers using Financial Services Business Deposit Operations can expect ongoing improvements in data integration, user experience, security, and localization. The move to native CSM components reduces customization overhead and aligns with standard best practices. Localization and UI updates support broader global adoption and usability. Security updates and document management enhancements help meet compliance and operational needs. Customers should review version-specific changes to plan upgrades and leverage new capabilities effectively.

    Version history for the Financial Services Business Deposit Operations application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 3.7.0 - April 2026
    • New: Added deposit service table as a source for AIS, enabling better data integration and insights.
    • Updated: FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
    Version 3.6.0 - March 2026
    Updated: Updated the read-only option to 'Strict Read Only' for read-only fields
    Version 3.4.1 - August 2025
    Changed: Included additional translations to support localization for Q4.
    Version 3.3.1 - February 2025
    Fixed
: Republish the playbook to fix the b2b relationship contributor not being able to access case after creation.
    Version 3.3.0 - November 2024
    • New: Added scope flow executor role to subflows
    • Fixed: ACL bypass with UX screen condition security fix
    Version 3.2.2 - September 2024
    Fixed: FSO Remote Lookup was not working on Voltron. Added event mapping for remote lookup to work on Votron.
    Version 3.2.0 - May 2024
    • New:
      • Migrated data from FSO service category (sn_bom_service_definition_category) table to CSM service category(sn_csm_case_types_service_category) and relationship tables
      • Added new menus for Next experience dashboard
    • Changed: Modified configuration for localization support
    • Removed: Deprecated sn_bom_deposit_b2c.requestor role and related UI actions
    Version 3.1.0 - February 2024
    • Changed:
      • Migrated landing pages to UIB layout 3.0
      • Upgraded snc-app-parent version to 5.1.0.16
    Version 2.4.2 - November 2023
    Changed: Moved product model demo data from 'sn_bom_deposit_account_model' table to 'sn_ent_deposit_account_model' table.
    Version 2.4.1 - August 2023
    • New
      • Added localization changes
    • Fixed
      • Updated landing page's case report filter condition to dynamic for the assignment group field.
    Version 2.4.0 - May 2023
    • New:
      • Added UX page properties for the Agent Assist on Voltron record page.
      • Added localization changes.
    • Fixed: Fixed data issue for 'other's customer cases' option in Agent Assist.
    Version 2.3.0 - February 2023
    • Changed:
      • Updated contributor roles
      • Updated UI actions for case
    Version 2.2.0 - November 2022
    • New: Add business location functionality
    • Fixed: Fixed dark theme issues
    Version 2.1.0 - August 2022
    New: Added configuration for document signing with integration to Document Template
    Version 2.0.0 - May 2022
    • New:
      • Security-related additions
      • Added decision table for defining document rules
    • Changed: Updated Flows and Process automation designer to use Document Processor actions and activity definitions for document verification
    • Fixed: Added icon for all catalog items
    • Removed:
      • Removed inbound/outbound document creation actions and activity definitions for flows and Process automation
      • Removed Financial Services Document Management plugin dependency