--- 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 Business Operations # Components installed with Financial Services Business Loan Operations {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) 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 Components installed with Financial Services Business Loan Operations The Financial Services Business Loan Operations application installs a variety of components essential for managing business loan workflows within ServiceNow. These components include tables, user roles, plugins, and store applications that extend functionality and support loan service case management. Demo data is available to facilitate testing and exploration. Show full answer Show less ## Plugins and Store Applications * **Customer Service Plugin:** Extends tables from Customer Service Management into Financial Services Operations applications, enabling seamless integration. * **Financial Services Operations Core:** Stores critical customer data needed for loan service requests. * **Financial Services Credit Operations:** Supports management of credit service cases and tasks integral to loan operations workflows. * **Document Processor:** Manages document service tasks used in loan workflows, facilitating document handling. * **Playbooks for Customer Service Management:** Offers a visual, task-oriented workflow tool to ensure consistent handling of common business scenarios. ## User Roles Roles are tailored to various operational needs in business loan management, each granting specific permissions: * **Loan Admin:** Acts as the application-specific system administrator with capabilities to configure the loan application, manage service definitions, and assign roles. Includes the broader `snbom.admin` role. * **Loan Agent:** Views loan case statuses and works on cases and tasks to fulfill loan requests. * **Loan Contributor:** Submits loan service requests, tracks their status, and manages inbound documents up to specific stages. Must be combined with a Customer Service Management Contributor role to function properly. * **Loan Agent Connector:** Similar to Loan Agent but scoped to accounts managed by the user and requires combination with Customer Service Management industry data model roles. * **Loan Manager:** Accesses loan operations dashboards and utilizes Process Mining for business loan processes. * **Loan Viewer:** Provides read-only access to loan cases and related data. ## Tables Installed The application introduces tables that extend core ServiceNow case and task tables to specifically support business loan operations: * **Loan Base:** Extends the Customer Service Management Case table and serves as the foundation for loan-related cases. * **Loan Service Case:** Stores all business loan service cases, extending the Loan Base table. * **Loan Task:** Stores loan-related tasks, extending the Financial Task table to track operational activities. These components collectively enable ServiceNow customers to effectively manage business loan workflows, ensuring role-based access, data integration, and process visualization within the Financial Services environment. Several types of components are installed with the installation of the Financial Services Business Loan Operations application, including tables and user roles. 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). Demo data is available for this feature. ## Plugins installed {#installed-with-business-loan-operations__section_dr4_2sw_llb} {#installed-with-business-loan-operations__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. | [ ] {#installed-with-business-loan-operations__table_qdc_ksw_llb} ## Store applications installed {#installed-with-business-loan-operations__section_fvr_gtw_llb} {#installed-with-business-loan-operations__table_ulz_4tw_llb__entry__2} | Store application | Description | |-|-| | Financial Services Operations Core | Stores the customer data that is needed to make loan 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 Credit Operations | Enables the management of Credit service cases and tasks that are used in loan operations workflows. For more information, see [Components installed with Financial Services Credit Operations](https://www.servicenow.com/docs/tSga2Qj7P~fB8uysfOB0CQ "Several types of components are installed with the installation of the Financial Services Credit Operations application, including tables and user roles."). | | Document Processor | Enables the management of document services tasks that are used in loan 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). | [ ] {#installed-with-business-loan-operations__table_ulz_4tw_llb} ## Roles installed {#installed-with-business-loan-operations__section_wly_yyh_wdb} These roles correspond to Business Loan Operations. {#installed-with-business-loan-operations__table_u1t_gb1_wdb__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | Loan admin \[sn_bom_loan_b2b.admin\] | Application-specific system administrator role for business loans that can: * Configure the loan operations application * Create and modify loan service definitions * Has read, write, and create access to loan data * Grant loan operations roles * Delete loan cases and tasks {#installed-with-business-loan-operations__ul_kjh_zh2_gmb} Note: The sn_bom.admin role contains the sn_bom_loan_b2b.admin role when the Financial Services Business Loan Operations application is installed. | * sn_bom.service_definition_admin * sn_bom_loan_b2b.agent * sn_bom_loan_b2b.manager {#installed-with-business-loan-operations__ul_qbv_rny_rnb} | | Loan agent \[sn_bom_loan_b2b.agent\] | * View the overall status of loan cases * Work on loan cases and tasks to fulfil loan requests. {#installed-with-business-loan-operations__ul_pdp_wj2_gmb} | * sn_bom.loan_account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom_document.b2b_viewer * sn_bom.account_data_viewer * sn_bom.line_of_credit_viewer * sn_bom.b2b_agent * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-loan-operations__ul_km5_wp4_ylb} | | Loan contributor \[sn_bom_loan_b2b.contributor\] | * Submit loan service requests * View the status of loan service cases * Work on loan case and collect inbound documents for accounts managed by them till the Initiate and Review stage {#installed-with-business-loan-operations__ul_ikz_h32_gma} 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_bom.loan_account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom.service_definition_read * sn_sla_definition_read * sn_bom_document.b2b_viewer * sn_bom.viewer * sn_bom.account_data_viewer * sn_bom.b2b_line_of_credit_viewer * sn_customerservice.csm_workspace_user * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-loan-operations__ul_k3h_1bb_xrb} | | Loan agent connector \[sn_bom_loan_b2b.agent_connector\] | * Submit loan service requests * Work on loan cases and tasks to fulfil loan requests for accounts managed by them {#installed-with-business-loan-operations__ul_avh_sy1_wrb} 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_bom.loan_account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom.service_definition_read * sn_sla_definition_read * sn_bom_document.b2b_viewer * sn_bom.account_data_viewer * sn_bom.b2b_line_of_credit_viewer * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-loan-operations__ul_uz1_cdb_xrb} | | Loan manager \[sn_bom_loan_b2b.manager\] | * View the business loan operations dashboard * Use Process Mining for Business Loan Operations processes {#installed-with-business-loan-operations__ul_k5h_v4y_rnb} | * sn_bom_loan_b2b.agent * pa_viewer {#installed-with-business-loan-operations__ul_gwq_wpy_rnb} | | Loan viewer \[sn_bom_loan_b2b.viewer\] | View loan cases and related data | * sn_bom.loan_account_viewer * sn_bom.ref_data_viewer * sn_bom.service_definition_read * sn_bom.account_data_viewer * sn_bom.line_of_credit_viewer * sn_bom.deposit_account_viewer {#installed-with-business-loan-operations__ul_xp2_kq4_ylb} | [ ] {#installed-with-business-loan-operations__table_u1t_gb1_wdb} ## Tables installed {#installed-with-business-loan-operations__section_s1x_dzh_wdb} These tables correspond to Business Loan Operations. {#installed-with-business-loan-operations__table_fbz_45z_vdb__entry__2} | Table | Description | |-|-| | Loan Base \[sn_bom_loan_base\] | Loan Service Case table extends the Loan Base table. Loan Base table extends the Case \[sn_customerservice_case\] table. | | Loan Service Case \[sn_bom_loan_service\] | Stores all business loan service cases. This table extends the Loan Base \[sn_bom_loan_base\] table. | | Loan Task \[sn_bom_loan_task\] | Stores all business loan tasks. This table extends the Financial Task \[sn_bom_task\] table. | [ ] {#installed-with-business-loan-operations__table_fbz_45z_vdb}