Financial Services Treasury Operations release notes

  • Release version: Store
  • Updated August 6, 2026
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Financial Services Treasury Operations release notes

    Financial Services Treasury Operations (FSTO) is an application designed to help financial institutions onboard and conduct due diligence on treasury services efficiently. It streamlines agent workflows during application creation, review, and approval by using conditional forms and workflows, reducing risks related to missing information, human errors, and delays.

    Show full answer Show less

    Key Features and Enhancements

    • Data Integration: Introduction of a deposit service table as a source for Account Information Services (AIS) to improve data integration and insights (v3.7.0).
    • Case Management Standardization: Adoption of native Customer Service Management (CSM) Case Type Selector with Agent and User Criteria support, replacing legacy components to reduce maintenance overhead and standardize case handling (v3.7.0).
    • Security Improvements: Fixes for security defects including report view ACLs and removal of dependencies on legacy plugins to enhance security posture (v3.2.1, v2.0.0).
    • Localization and User Experience: Continuous updates to support localization and UI improvements such as migrating landing pages to UIB layout 3.0 and adding new menus for Next Experience dashboards (v3.2.0, v3.1.0).
    • Role and Access Management: Addition of scope flow executor role for subflows and updates to contributor roles to improve access control (v3.3.0, v2.3.0).
    • Document Processing: Integration with document signing and template services, and updates to flows and process automation to use "Document Processor" actions for improved document verification (v2.1.0, v2.0.0).
    • Bug Fixes and Performance: Various fixes including addressing access issues in playbooks, dark theme compatibility, and read-only field behavior enhancements (v3.3.1, v3.6.0, v2.2.0).

    Practical Benefits for ServiceNow Customers

    • Enhanced Operational Efficiency: Streamlined processes for treasury service onboarding reduce manual effort and accelerate approval cycles.
    • Improved Data Accuracy and Security: Updated security configurations and data migration ensure compliance and protect sensitive financial information.
    • Better User Experience: UI improvements and localization support facilitate easier adoption across diverse agent and user groups.
    • Reduced Maintenance Overhead: Standardizing case handling with native ServiceNow components lowers the complexity of application upkeep.
    • Expanded Integration Capabilities: New data sources and document processing integrations provide richer functionality and automation.

    Additional Notes

    For detailed system requirements and compatibility information, customers should refer to the application listing on the ServiceNow Store. Regular updates reflect ongoing platform enhancements and evolving customer needs.

    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 3.8.1 - August 2026
    Changed: Updated internal application components to support ongoing platform enhancements
    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.