Financial Services Treasury Operations release notes

  • Release version: Store
  • Updated April 9, 2026
  • 2 minutes to read
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    Summary of Financial Services Treasury Operations release notes

    Financial Services Treasury Operations is an application designed for financial institutions to efficiently onboard and conduct due diligence for treasury services. It streamlines agent workflows during application creation, review, and approval by using conditional forms and automated workflows. This reduces risks from incomplete information, human error, and delays.

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    Key Features and Updates by Version

    • Version 3.7.0 (April 2026): Introduced a deposit service table as a source for Account Information Service (AIS), enhancing data integration and insights. Updated to use the native Customer Service Management (CSM) Case Type Selector with Agent and User Criteria, replacing legacy components to standardize case handling and reduce maintenance.
    • Version 3.6.0 (March 2026): Enhanced read-only field behavior by implementing a 'Strict Read Only' option.
    • Version 3.4.1 (August 2025): Applied translation updates for Q4.
    • Version 3.3.1 (February 2025): Fixed access issues for B2B relationship contributors on case creation by republishing the playbook.
    • Version 3.3.0 (November 2024): Added scope flow executor role to subflows to improve flow management.
    • Version 3.2.1 (August 2024): Resolved security defects by adding reportview ACLs for specific treasury service tables.
    • Version 3.2.0 (May 2024): Migrated service category data from FSO-specific tables to standard CSM service category and relationship tables. Added new menus for Next Experience dashboards and improved localization configuration.
    • Version 3.1.0 (February 2024): Transitioned landing pages to UIB layout 3.0, upgraded parent app version, and enhanced localization support.
    • Version 2.3.2 (November 2023): Migrated product model demo data to the financial services model table.
    • Version 2.3.1 (May 2023): Added localization changes.
    • Version 2.3.0 (February 2023): Updated contributor roles and user interface actions for cases.
    • Version 2.2.0 (November 2022): Introduced business location functionality and resolved dark theme issues.
    • Version 2.1.0 (August 2022): Added document signing configuration integrated with Document Template.
    • Version 2.0.0 (May 2022): Implemented security enhancements, added decision tables for document rules, updated flows to use “Document Processor” actions, and removed dependencies on certain plugins and outdated document creation actions.

    Practical Benefits for ServiceNow Customers

    These iterative updates improve data integration, security, localization, user interface consistency, and workflow automation within Financial Services Treasury Operations. Customers can expect reduced maintenance overhead, standardized case handling across user types, enhanced security controls, and improved user experience. The integration with native CSM features and updated dashboard menus support more efficient treasury service management aligned with ServiceNow best practices.

    Version history for the Financial Services Treasury 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: Updated the translation changes 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.
    Version 3.2.1 - August 2024
    Fixed: Fixed security defect with adding of report_view ACL for tables sn_bom_treasury_service_financial_account,sn_bom_treasury_service_use.
    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
    Version 3.1.0 - February 2024
    • Changed:
      • Migrated the landing pages to UIB layout 3.0
      • Upgraded snc-app-parent version to 5.1.0.16
      • Modified configuration for localization support
    Version 2.3.2 - November 2023
    Changed: Moved product model demo data from 'sn_bom_service_model' table to 'sn_ent_financial_services_model' table.
    Version 2.3.1 - May 2023
    New: Added localization changes.
    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
    • Removed:
      • Removed outbound document creation actions and activity definitions for flows and Process automation
      • Removed "Financial Services Document Management" plugin dependency
    Version 1.0.1 - August 2021
    Financial Services Treasury Operations enables financial institutions to onboard and perform due diligence of treasury services. Conditional forms and workflow streamline agents’ work during the application creation, review, and approval stages, eliminating vulnerabilities related to missing information, human error, and delay.