Financial Services Treasury Operations release notes
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Summary of Financial Services Treasury Operations release notes
Financial Services Treasury Operations (FSTO) is designed to help financial institutions onboard and conduct due diligence for treasury services efficiently. The application streamlines agent workflows during application creation, review, and approval by leveraging conditional forms and workflows. This reduces risks associated with missing information, human error, and processing delays.
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Key Updates and Enhancements
- Version 3.7.0 (April 2026): Introduced a deposit service table as a new AIS data source for improved data integration and insights. Replaced custom case type handling with native CSM Case Type Selector supporting agent and user criteria, reducing maintenance and standardizing case management.
- Version 3.6.0 (March 2026): Enhanced read-only fields by implementing a 'Strict Read Only' option for better control.
- Version 3.4.1 (August 2025): Updated translation changes for Q4 to support localization.
- Version 3.3.1 (February 2025): Fixed playbook issue to ensure B2B relationship contributors can access cases post-creation.
- Version 3.3.0 (November 2024): Added scope flow executor role to subflows for improved role management.
- Version 3.2.1 (August 2024): Addressed security defect by adding reportview ACLs on specific treasury service tables.
- Version 3.2.0 (May 2024): Migrated service category data to CSM service category tables, added new menus for Next Experience dashboard, and enhanced localization configuration.
- Version 3.1.0 (February 2024): Updated landing pages to UIB layout 3.0 and upgraded parent application version, with continued localization improvements.
- Earlier Versions: Included product model demo data migration, localization updates, contributor role updates, business location functionality, document signing integration, security enhancements, flow and automation improvements, and removal of deprecated dependencies.
Practical Benefits for ServiceNow Customers
- Improved data integration and case management standardization reduce operational complexity and maintenance overhead.
- Enhanced security controls and ACL configurations protect sensitive treasury service data.
- Localization and UI improvements provide a better user experience across different regions and user types.
- Integration with Document Template for signing and updated process automation streamline document handling and verification.
- Continuous enhancements ensure compliance, operational efficiency, and an optimized agent workflow for treasury service operations.
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
- New:
- 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
- Changed:
- 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
- Changed:
- 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
- New:
- 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.