---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/financial-services-operations

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Components installed with Personal Operations

# Components installed with Financial Services Personal Deposit Operations {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
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## Summary of Components installed with Financial Services Personal Deposit Operations

The Financial Services Personal Deposit Operations application installs various components essential for managing personal deposit services efficiently.
These components include tables, user roles, scheduled jobs, related plugins, and store applications that enhance deposit operations within ServiceNow.
Show full answer Show less  
The Application Files table provides a comprehensive list of all installed components and can be accessed for detailed component management.

## Plugins Installed

* **Customer Service \[com.sncustomerservice\]**: Extends tables from Customer Service Management to integrate with Financial Services Operations applications, enabling seamless data and service management across these domains.

## Store Applications Installed

* **Financial Services Operations Core**: Serves as the central repository for customer data necessary for processing deposit service requests.
* **Financial Services Document Management**: Supports management of document service tasks within deposit operation workflows, facilitating document processing integration.
* **Playbooks for Customer Service Management**: Offers a task-oriented, visual workflow approach to ensure consistent handling of common customer service scenarios.
* **CSM Contributor User**: Enables middle office teams to create and manage customer cases, enhancing collaborative service delivery.

## Roles Installed

Several roles are installed to control access and responsibilities within deposit operations:

* **Deposit Admin \[snbomdepositb2c.admin\]**: Application-specific admin with capabilities to grant roles, configure the application, manage deposit service definitions, and perform full CRUD operations on deposit data.
* **Deposit Agent \[snbomdepositb2c.agent\]**: Can create and manage deposit service cases and tasks, and monitor case statuses.
* **Deposit Contributor \[snbomdepositb2c.contributor\]**: Supports case creation and management up to the Initiate and Review stage; requires combination with CSM Contributor user roles for full functionality.
* **Deposit Agent Connector \[snbomdepositb2c.agentconnector\]**: Manages deposit cases specific to accounts under their purview; must be combined with CSM industry data model roles.
* **Deposit Manager \[snbomdepositb2c.manager\]**: Accesses Performance Analytics reports and Process Mining projects to oversee deposit operations performance.
* **Deposit Viewer \[snbomdepositb2c.viewer\]**: Provides read-only access to all deposit service cases and related data for oversight purposes.

## Tables Installed

* **Deposit Base \[snbomdepositb2cbase\]**: Base table for personal deposit services, extending the Financial Services Base case table.
* **Personal Deposit Service Case \[snbomdepositb2cservice\]**: Stores all personal deposit cases, extending the Deposit Base table, centralizing case management data.
* **Personal Deposit Task \[snbomdepositb2ctask\]**: Holds all deposit tasks for personal deposit cases, extending the Financial Task table to track operational activities.

## Practical Implications for ServiceNow Customers

Installing the Financial Services Personal Deposit Operations application equips your ServiceNow environment with specialized components for managing personal deposit workflows. The integrated plugins and store applications ensure comprehensive customer data handling, document management, and consistent process execution via playbooks.

Defined roles allow precise control over who can create, manage, and view deposit cases, aligning with organizational responsibilities and compliance needs. The structured data tables support robust case and task tracking, enabling detailed performance insights and operational oversight.

This setup streamlines deposit operations, enhances collaboration among teams, and supports effective service management within financial services contexts.  
Several types of components are installed with installation of the Financial Services Personal Deposit Operations application, including tables, user roles,
and scheduled jobs. The application also installs related plugins and store applications if they
aren't already installed.
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](https://www.servicenow.com/docs/access?context=find-components&version=australia&pubname=australia-platform-administration&ft:locale=en-US).

## Plugins installed {#installed-with-personal-deposit-ops__section_dr4_2sw_llb}

{#installed-with-personal-deposit-ops__table_qdc_ksw_llb__entry__2}

| Plugin | Description |
|-|-|
| Customer Service \[com.sn_customerservice\] | Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. |
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{#installed-with-personal-deposit-ops__table_qdc_ksw_llb}

## Store applications installed {#installed-with-personal-deposit-ops__section_fvr_gtw_llb}

{#installed-with-personal-deposit-ops__table_ulz_4tw_llb__entry__2}

| Store application | Description |
|-|-|
| Financial Services Operations Core | Stores the customer data that is needed to make deposit service requests. For more information, see [Financial Services Operations Core](https://www.servicenow.com/docs/XGeC6_YkarhvSF2L5mFtcg "The Financial Services Operations (FSO) Core application provides a framework to enable financial institutions to organize and manage their data effectively to meet their business needs. This section introduces FSO Core and explains its purpose and key data design components."). |
| Financial Services Document Management | Enables the management of Document Services tasks that are used in Financial Services Personal Deposit Operations workflows. For more information, see [Integrating with Document Processor](https://www.servicenow.com/docs/LZO6l08EG9aGT0IsP_UF6g "ServiceNow Financial Services Document Processor enables other Financial Services Operations applications to collect and verify documents that are used in workflows across these applications. You can submit documents for verification​, and request deferment​ or exception."). |
| Playbooks for Customer Service Management | Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see [Playbooks in Customer Service Management](https://www.servicenow.com/docs/access?context=setting-up-csm-playbooks&version=australia&pubname=australia-customer-service-management&ft:locale=en-US). |
| CSM Contributor User | Enables middle office teams to create cases for customer requests. For more information, see [CSM Contributor User](https://www.servicenow.com/docs/access?context=config-contributor-user&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) [Configure Contributor Users](https://www.servicenow.com/docs/access?context=config-contributor-user&version=australia&pubname=australia-customer-service-management&ft:locale=en-US). |
[ ]

{#installed-with-personal-deposit-ops__table_ulz_4tw_llb}

## Roles installed {#installed-with-personal-deposit-ops__section_wly_yyh_wdb}

{#installed-with-personal-deposit-ops__table_u1t_gb1_wdb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Deposit admin \[sn_bom_deposit_b2c.admin\] | Application-specific system administrator role for deposit operations that can: * Grant deposit operations roles * Delete deposit service cases and tasks * Configure the deposit operations application * Create and modify deposit service definitions * Read, write, and create access to deposit data {#installed-with-personal-deposit-ops__ul_kjh_zh2_gmb} | * sn_bom.service_definition_admin * sn_bom_deposit_b2c.agent * sn_bom_deposit_b2c.manager {#installed-with-personal-deposit-ops__ul_qbv_rny_rnb} |
| Deposit agent \[sn_bom_deposit_b2c.agent\] | * Create deposit service cases and enter case data * View the overall status of cases * Work on deposit service cases and tasks {#installed-with-personal-deposit-ops__ul_pdp_wj2_gmb} | * sn_bom_document.b2c_viewer * sn_bom.b2c_agent * sn_bom_document.b2c_collector * sn_bom.deposit_account_viewer {#installed-with-personal-deposit-ops__ul_km5_wp4_ylb} |
| Deposit contributor \[sn_bom_deposit_b2c.contributor\] | * Create deposit service cases and enter case data * View the overall status of cases * Work on deposit service cases and tasks until the Initiate and Review stage {#installed-with-personal-deposit-ops__ul_pbw_lvc_qrb} 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](https://www.servicenow.com/docs/MTIqpkRRyB1b1FlKdColFw "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * sn_sla_definition_read * sn_bom.customer_data_viewer * sn_bom.b2c_contributor * sn_bom_document.b2c_viewer * sn_customerservice.csm_workspace_user * sn_bom.deposit_account_viewer * sn_bom_document.b2c_collector {#installed-with-personal-deposit-ops__ul_mpv_gxc_qrb} |
| Deposit agent connector \[sn_bom_deposit_b2c.agent_connector\] | * Create deposit service cases and enter case data * View the overall status of cases * Work on deposit service cases and tasks to fulfill requests for accounts managed by them {#installed-with-personal-deposit-ops__ul_vx3_kvc_qrb} 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](https://www.servicenow.com/docs/MTIqpkRRyB1b1FlKdColFw "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * sn_sla_definition_read * sn_bom.customer_data_viewer * sn_bom.viewer * sn_bom.agent * sn_bom_document.b2c_viewer * sn_customerservice.csm_workspace_user * sn_bom.deposit_account_viewer * sn_bom_document.b2c_collector {#installed-with-personal-deposit-ops__ul_wx3_kvc_qrb} |
| Deposit manager \[sn_bom_deposit_b2c.manager\] | * View the Performance Analytics reports in the deposit operations dashboard * Use Process Mining projects for deposit operations processes {#installed-with-personal-deposit-ops__ul_qgj_jdb_v4b} | * pa_viewer * sn_bom_deposit_b2c.agent {#installed-with-personal-deposit-ops__ul_klq_bdb_v4b} |
| Deposit viewer \[sn_bom_deposit_b2c.viewer\] | Has read-only access to all deposit service cases and related data | * sn_bom.service_definition_read * sn_bom.customer_data_viewer * sn_bom.deposit_account_viewer {#installed-with-personal-deposit-ops__ul_xp2_kq4_ylb} |
[ ]

{#installed-with-personal-deposit-ops__table_u1t_gb1_wdb}

## Tables installed {#installed-with-personal-deposit-ops__section_s1x_dzh_wdb}

{#installed-with-personal-deposit-ops__table_fbz_45z_vdb__entry__2}

| Table | Description |
|-|-|
| Deposit Base \[sn_bom_deposit_b2c_base\] | Personal Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base \[sn_bom_case\] table. |
| Personal Deposit Service Case \[sn_bom_deposit_b2c_service\] | Stores all personal deposit cases. This table extends the Deposit Base \[sn_bom_deposit_b2c_base\] table. |
| Personal Deposit Task \[sn_bom_deposit_b2c_task\] | Stores all deposit tasks for all personal deposit cases. This table extends the Financial Task \[sn_bom_task\] table. |
[ ]

{#installed-with-personal-deposit-ops__table_fbz_45z_vdb}