Personal Deposit Operations dashboard
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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 Personal Deposit Operations Dashboard
The Financial Services Personal Deposit Operations dashboard provides insights into the performance of deposit service requests. Users can monitor the status of deposit cases, identify trends, and access detailed information from a unified interface. This modernized dashboard enhances the user experience by allowing users to track closed cases that breached Service Level Agreements (SLAs), manage open cases needing immediate attention, and analyze average closing times for deposit cases.
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Key Features
- Access to detailed performance metrics for deposit service requests.
- Visibility into open cases that are at risk of breaching SLAs.
- Trends analysis over daily, weekly, and monthly intervals.
- Customization options for dashboard views for deposit admins.
- Role-based access requiring specific ServiceNow AI Platform roles for data visibility and dashboard editing.
Key Outcomes
By utilizing the Personal Deposit Operations dashboard, users, particularly deposit managers and admins, can:
- Quickly assess the health of deposit service operations.
- Identify and prioritize cases that require immediate action.
- Understand trends and performance metrics to improve operational efficiency.
- Enhance decision-making based on real-time data regarding deposit case management.
With the Financial Services Personal Deposit Operations dashboard, you can get an insight into how your team and business are performing for the deposit service requests received for your financial services. You can monitor the status of the deposit service cases, see trends, and drill down into the details from a single view.
Important:
The Financial Services Personal Deposit Operations dashboard has been modernized to give you a better user experience.
For any time that you specify, you can view the details for closed cases that breached a Service Level Agreement (SLA), the open cases that need immediate attention, and the average closing times of the deposit cases.
Required ServiceNow AI Platform roles
- sn_bom_deposit_b2c.manager, needed to see the dashboard widgets and data.
- sn_bom_deposit_b2c.admin, sn_bom_pa.admin, and pa_admin, needed to edit the dashboard.
Access the Financial Services Personal Deposit Operations dashboard
To access the Financial Services Personal Deposit Operations dashboard, navigate to (
).
Alternatively, navigate to .
You can also access the dashboard from the Platform Analytics Workspace. For more information about the Platform Analytics Workspace, see Analytics Center.
If you have upgraded from an earlier version, you can access the existing Core UI dashboard layout by navigating to .
Use cases
For examples of how different people in your organization can use this dashboard, see the use cases in the following table.
| User | Dashboard use |
|---|---|
| Deposit manager | Needs to gain visibility into the status of the deposit cases and do the following tasks:
|
| Deposit admin | Needs to be able to customize views. |
Indicators
- B2C Deposit.Originate deposit account created cases
- Number of the deposit cases that were created today where the deposit service is Originate deposit account.
- B2C Deposit.Add financial relationship created cases
- Number of the deposit cases that were created today where the deposit service is Add financial relationship.
- B2C Deposit.Add standing order created cases
- Number of the deposit cases that were created today where the deposit service is Add standing order.
- B2C Deposit.Cancel standing order created cases
- Number of the deposit cases that were created today where the deposit service is Cancel standing orders.
- B2C Deposit.modify standing order created cases
- Number of the deposit cases that were created today where the deposit service is Modify standing order.
- B2C Deposit.Failed standing order created cases
- Number of the deposit cases that were created today where the deposit service is Failed standing order.
- B2C Deposit.Close deposit account created cases
- Number of the deposit cases that were created today where the deposit service is Close deposit account.
- B2C Deposit.modify standing order open cases
- Number of the open deposit cases that day where the deposit service is Modify standing order.
- B2C Deposit.Originate deposit account open cases
- Number of the open deposit cases that day where the deposit service is Originate deposit account.
- B2C Deposit.Add standing order open cases
- Number of the open deposit cases that day where the deposit service is Add standing order.
- B2C Deposit.Failed standing order open cases
- Number of the open deposit cases that day where the deposit service is Failed standing order.
- B2C Deposit.Cancel standing order open cases
- Number of the open deposit cases that day where the deposit service is Cancel standing orders.
- B2C Deposit.Add financial relationship open cases
- Number of the open deposit cases that day where the deposit service is Add financial account relationship.
- B2C Deposit.Close deposit account open cases
- Number of the open deposit cases that day where the deposit service is Close deposit account.
- B2C Deposit.Number of account closure closed cases checkings
- Number of the deposit cases that were closed today where the deposit service is Close deposit account and the deposit account is Personal Checking Account.
- B2C Deposit.Number of account closure closed cases savings
- Number of the deposit cases that were closed today where the deposit service is Close deposit account and the deposit account is Personal Saving Account.
- B2C Deposit.Number of originate closed cases checking
- Number of the deposit cases that were closed today where the deposit account is Personal Checking Account.
- B2C Deposit.Number of originate closed cases savings
- Number of the deposit cases that were closed today where the deposit account is Personal Saving Account.
- B2C Deposit.Number of created cases savings
- Number of the deposit cases that were created today where the deposit account is Personal Saving Account and the deposit service is not Originate deposit account or Close deposit account.
- B2C Deposit.Number of created cases checkings
- Number of the deposit cases that were created today where the deposit account is Personal Checking Account and the deposit service is not Originate deposit account or Close deposit account.
- B2C Deposit.Number of open cases
- Number of the open deposit cases that day where the breakdown is Age.
- B2C Deposit.Number of closed cases
- Number of the deposit cases that were closed today with Age and Service breakdowns.
- B2C Deposit.Number of closed cases with sla
- Number of the deposit cases that were closed that day within an SLA. The indicator is used to compare the number of cases that were closed that met an SLA versus the number of cases that breached an SLA.
- B2C Deposit.Number of closed cases with breached sla
- Number of the deposit cases that were closed that day that breached an SLA.
- B2C Deposit.Number of open cases breached sla
- Number of the open deposit cases that day that breached an SLA.
- B2C Deposit.Open Cases with SLA Breached greater than 80%
- Number of the open deposit cases that day where the SLA-elapsed percentage is greater than 80 percent.
- B2C Deposit.Summed duration of closed cases
- Number of hours to close the deposit cases that day Age and Service breakdowns.
- B2C Deposit.Average time to close case
- Average number of hours to close the deposit cases where the breakdown is Service. The score is calculated according to this formula:
[B2C Deposit.Summed duration of closed cases]/[B2C Deposit.Number of closed cases]
Breakdowns
- Age
- Service