Components installed with Financial Services Credit Operations

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of Components Installed with Financial Services Credit Operations

    The Financial Services Credit Operations application includes several components essential for managing credit tasks within Financial Services Operations applications. This application is automatically installed alongside other Financial Services Operations applications, such as Card Operations and Business Loan Operations. Key functionalities include managing credit-related workflows and accessing demo data.

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    Key Features

    Roles and tables associated with the Financial Services Credit Operations application include:

    • Roles: Various roles are installed that control access to credit data and tasks, including:
      • Credit admin: Full access to credit data.
      • Credit agent: Business and personal roles to view and manage credit tasks.
      • Credit contributor: Business and personal roles for submitting credit requests and managing cases at the Initiate stage.
      • Credit viewer: Roles to view credit tasks for business and personal services.
    • Tables: Key tables that store credit cases and tasks include:
      • Credit Base: Extends the Case table for credit service cases.
      • Credit Service Case: Various tables for business and consumer credit service cases.
      • Credit Task: Tables for managing credit tasks across services.

    Key Outcomes

    By utilizing the Financial Services Credit Operations application, customers can effectively manage credit workflows, access necessary data through defined roles, and ensure streamlined operations across Financial Services. Understanding the roles and tables available allows for better organization and execution of credit-related tasks and requests.

    Several types of components are installed with the installation of the Financial Services Credit Operations application, including tables and user roles.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.
    This application is automatically installed when you install any of the following Financial Services Operations applications. Financial Services Credit Operations manages the Credit tasks that are used in workflows across Financial Services Operations applications.
    • Financial Services Card Operations
    • Financial Services Business Loan Operations
    • Financial Services Personal Loan Operations

    Demo data is available for this feature.

    Roles installed

    Table 1. Roles installed with Financial Services Credit Operations application
    Role title [name] Description Contains roles
    Credit admin

    [sn_bom_credit_asmt.admin]

    		 Application-specific system administrator role that can grant access to all credit data.

    Users with this role have read, write, and create access to the Financial Services Credit Operations tables.
    • sn_bom.service_definition_admin
    • sn_bom_credit_asmt.b2b_agent
    • sn_bom_credit_asmt.b2c_agent
    Credit agent – Business

    [sn_bom_credit_asmt.b2b_agent]
    • View the overall status of credit tasks for business services
    • Work on credit tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_bom.b2b_agent
    • sn_esm_agent
    Credit contributor – Business

    [sn_bom_credit_asmt.b2b_contributor]
    • Submit credit service requests
    • View the status of credit assessment cases and tasks
    • Work on credit case for accounts managed by them till the Initiate stage
    Important:
    For the contributor role to work, it must be combined with one of the CSM Contributor users roles. For more information, see Roles and Personas.
    • sn_bom.loan_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom.deposit_account_viewer
    Credit contributor – Personal

    [sn_bom_credit_asmt.b2c_contributor]
    • Submit credit service requests
    • View the status of credit assessment cases and tasks
    • Work on credit case for consumer accounts managed by them till the Initiate stage
    Important:
    For the contributor role to work, it must be combined with one of the CSM Contributor users roles. For more information, see Roles and Personas.
    • sn_bom.loan_account_viewer
    • sn_bom_loan.b2c_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    Credit agent connector – Business

    [sn_bom_credit_asmt.b2b_agent_connector]
    • Submit credit service requests
    • Work on credit cases and tasks to fulfil requests for accounts managed by them
    Important:
    For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.
    • sn_bom.loan_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    Credit agent connector – Personal

    [sn_bom_credit_asmt.b2c_agent_connector]
    • Submit credit service requests
    • Work on credit cases and tasks to fulfil requests for consumer accounts managed by them
    Important:
    For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.
    • sn_bom.loan_account_viewer
    • sn_bom_loan.b2c_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    Credit viewer – Business

    [sn_bom_credit_asmt.b2b_viewer]

    		 View credit tasks and related data for business services None
    Credit agent – Personal

    [sn_bom_credit_asmt.b2c_agent]
    • View the overall status of credit tasks for consumer services
    • Work on credit tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom_loan.b2c_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_agent
    • sn_esm_agent
    Credit viewer – Personal

    [sn_bom_credit_asmt.b2c_viewer]

    		 View credit tasks and related data for consumer services None

    Tables installed

    Table 2. Tables installed with Financial Services Credit Operations application
    Table Description
    Credit Base

    [sn_bom_credit_asmt_base]

    		 Credit Service Case tables extend the Credit Base table. Credit Base table extends the Case [sn_customerservice_case] table.
    Credit Service Case

    [sn_bom_credit_asmt_b2b_service]

    		 Stores all credit cases for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
    Credit Service Case

    [sn_bom_credit_asmt_loan_b2b_service]

    		 Stores all credit service cases for business loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Service Case

    [sn_bom_credit_asmt_service]

    		 Stores all credit service cases for consumer services for all Financial Services Operations applications. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Service Case

    [sn_bom_credit_asmt_loan_service]

    		 Stores all credit service cases for personal loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Task

    [sn_bom_credit_asmt_b2b_task]

    		 Stores all credit tasks for business services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
    Credit Task

    [sn_bom_credit_asmt_task]

    		 Stores all credit tasks for personal services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.