Financial Services Personal Deposit Operations release notes

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

    The Financial Services Personal Deposit Operations application on the ServiceNow Store provides continual updates to enhance deposit service management, case handling, localization, security, and user experience for financial services customers. This summary highlights key improvements and fixes from version 2.0.0 through 3.7.0, helping customers understand the latest capabilities and changes to optimize their use of the application.

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    Key Features and Updates

    • Data Integration and Service Tables: Version 3.7.0 introduced a deposit service table as a source for AIS, improving data integration and analytics.
    • Case Management Standardization: Transition to using the native Customer Service Management (CSM) Case Type Selector with Agent and User Criteria support in version 3.7.0 simplifies case type handling and reduces maintenance overhead.
    • Security Enhancements: Security-related additions in version 2.0.0 include decision tables for document rules and updated flows using Document Processor actions for document verification.
    • Localization and User Experience: New translations added in version 3.4.1 support broader localization. UX improvements include migration to UIB layout 3.0 (version 3.1.0) and enhancements to the Agent Assist on Voltron record pages (version 2.4.0).
    • Role and Access Management: Introduction of a scope flow executor role in version 3.3.0 and deprecation of outdated roles such as snbomdepositb2c.requestor in version 3.2.0 streamline permissions.
    • Bug Fixes and Performance: Multiple fixes address remote lookup functionality, ACL bypass vulnerabilities, dynamic case report filters, and dark theme display issues.
    • Product Data and Configuration: Product model demo data was realigned with expanded model tables (version 2.4.2), and business location functionality was introduced (version 2.2.0).

    Practical Benefits for ServiceNow Customers

    • Improved data insights and integration through enhanced deposit service tables.
    • Streamlined case management with standardized, native components reducing customization complexity.
    • Enhanced security for document processing and user access controls.
    • Better localization support and modernized user interfaces for a more intuitive experience.
    • Resolved critical issues ensuring reliable remote lookups, dynamic filtering, and consistent UI behavior.
    • Updated role management simplifies administration and aligns with best practices.

    Customers leveraging this application can expect increased operational efficiency, improved scalability, and a more secure and user-friendly platform for personal deposit operations within financial services.

    Version history for the Financial Services Personal 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 3.3.0 - 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 to new model tables created in the Expanded Model and Asset Classes application.
    Version 2.4.1 - August 2023
    Fixed: The landing page's case report filter condition for the assignment group field has been revised to be dynamic.
    Version 2.4.0 - May 2023
    New:
    • Added UX page properties for the Agent Assist on Voltron record page.
    • 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 the 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