--- 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 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 Personal Loan Operations The Financial Services Personal Loan Operations application installs multiple components essential for managing personal loan workflows within ServiceNow. These components include tables, user roles, related plugins, and store applications that collectively support loan service requests, case management, and task execution. Demo data is also available to facilitate testing and evaluation. Show full answer Show less ## Plugins Installed * **Customer Service \[com.sncustomerservice\]**: Extends tables from Customer Service Management into Financial Services Operations, enabling integrated loan operations. ## Store Applications Installed * **Financial Services Operations Core**: Stores customer data necessary for processing loan service requests. * **Financial Services Credit Operations**: Manages credit service cases and tasks within loan workflows. * **Document Processor**: Handles document management tasks related to loan operations. * **Playbooks for Customer Service Management**: Provides visual, task-oriented workflow views to ensure consistent handling of loan-related processes. ## Roles Installed The application installs roles tailored to various functions in personal loan operations, each granting specific permissions: * **Loan admin \[snbomloan.b2cadmin\]**: System administrator role with capabilities to grant roles, delete cases and tasks, configure applications, and manage service definitions with full data access. * **Loan agent \[snbomloan.b2cagent\]**: Enables users to view and work on loan cases and tasks. * **Loan contributor \[snbomloan.contributor\]**: Allows submission of loan service requests and management of cases up to certain stages; must be combined with Customer Service Management Contributor roles. * **Loan agent connector \[snbomloanb2c.agentconnector\]**: Supports loan request submissions and task fulfillment; requires combination with CSM industry data model roles. * **Loan manager \[snbomloan.b2cmanager\]**: Provides access to dashboards and process mining for Personal Loan Operations. * **Loan viewer \[snbomloan.b2cviewer\]**: Allows viewing of loan cases and related data without edit privileges. ## Tables Installed The application installs key tables extending ServiceNow core tables to store and manage loan-specific data: * **Loan Base \[snbomloanbase\]**: Extends the Case table to serve as the foundational loan case record. * **Loan Service Case \[snbomloanservice\]**: Stores all personal loan service cases, extending the Loan Base table. * **Loan Task \[snbomloantask\]**: Manages individual loan-related tasks, extending the Financial Task table. By installing these components, ServiceNow customers can efficiently manage personal loan operations with integrated case handling, task management, document processing, and role-based access control tailored to their organizational needs. Several types of components are installed with the installation of the Financial Services Personal Loan Operations application, including tables and user roles. The application also installs related plugins and store applications if they are not 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-personal-loan-operations__section_dr4_2sw_llb} {#installed-with-personal-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-personal-loan-operations__table_qdc_ksw_llb} ## Store applications installed {#installed-with-personal-loan-operations__section_fvr_gtw_llb} {#installed-with-personal-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-personal-loan-operations__table_ulz_4tw_llb} ## Roles installed {#installed-with-personal-loan-operations__section_wly_yyh_wdb} These roles correspond to Personal Loan Operations. {#installed-with-personal-loan-operations__table_u1t_gb1_wdb__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | Loan admin \[sn_bom_loan.b2c_admin\] | Application-specific system administrator role for personal loans that can: * Grant loan operations roles * Delete loan cases and tasks * Configure the loan operations application * Create and modify loan service definitions * Has read, write, and create access to loan data {#installed-with-personal-loan-operations__ul_kjh_zh2_gmb} Note: The sn_bom.admin role contains the sn_bom_loan.b2c_admin role when the Financial Services Personal Loan Operations application is installed. | * sn_bom.service_definition_admin * sn_bom_loan.b2c_agent * sn_bom_loan.b2c_manager {#installed-with-personal-loan-operations__ul_qbv_rny_rnb} | | Loan agent \[sn_bom_loan.b2c_agent\] | * View the overall status of loan cases * Work on loan cases and tasks {#installed-with-personal-loan-operations__ul_pdp_wj2_gmb} | * sn_bom.loan_account_viewer * sn_bom.ref_data_viewer * sn_bom.service_definition_read * sn_bom.customer_data_viewer * sn_bom_credit_asmt.b2c_viewer * sn_bom_document.b2c_viewer * sn_bom.deposit_account_viewer * sn_bom.b2c_agent * sn_esm_agent {#installed-with-personal-loan-operations__ul_km5_wp4_ylb} | | Loan contributor \[sn_bom_loan.contributor\] | * Submit loan service requests * View the status of loan service cases * Work on loan case and collect inbound documents for consumer accounts managed by them till the Initiate and Review stage {#installed-with-personal-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.service_definition_read * sn_sla_definition_read * sn_bom.customer_data_viewer * sn_bom_credit_asmt.b2c_viewer * sn_bom.viewer * sn_bom.b2c_line_of_credit_viewer * sn_bom_document.b2c_viewer * sn_customerservice.csm_workspace_user * sn_bom.deposit_account_viewer * sn_bom_document.b2c_collector {#installed-with-personal-loan-operations__ul_k3h_1bb_xrb} | | Loan agent connector \[sn_bom_loan_b2c.agent_connector\] | * Submit loan service requests * Work on loan cases and tasks to fulfil loan requests for consumer accounts managed by them {#installed-with-personal-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.service_definition_read * sn_sla_definition_read * sn_bom.customer_data_viewer * sn_bom_credit_asmt.b2c_viewer * sn_bom.b2c_line_of_credit_viewer * sn_bom_document.b2c_viewer * sn_customerservice.csm_workspace_user * sn_bom.deposit_account_viewer * sn_bom_document.b2c_collector {#installed-with-personal-loan-operations__ul_uz1_cdb_xrb} | | Loan manager \[sn_bom_loan.b2c_manager\] | * View the Personal Loan Operations dashboard * Use Process Mining for Personal Loan Operations processes {#installed-with-personal-loan-operations__ul_k5h_v4y_rnb} | * sn_bom_loan.b2c_agent * pa_viewer {#installed-with-personal-loan-operations__ul_gwq_wpy_rnb} | | Loan viewer \[sn_bom_loan.b2c_viewer\] | View loan cases and related data | * sn_bom.loan_account_viewer * sn_bom.ref_data_viewer * sn_bom.service_definition_read * sn_bom.customer_data_viewer * sn_bom.deposit_account_viewer {#installed-with-personal-loan-operations__ul_xp2_kq4_ylb} | [ ] {#installed-with-personal-loan-operations__table_u1t_gb1_wdb} ## Tables installed {#installed-with-personal-loan-operations__section_s1x_dzh_wdb} These tables correspond to Personal Loan Operations. {#installed-with-personal-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 personal loan service cases. This table extends the Loan Base \[sn_bom_loan_base\] table. | | Loan Task \[sn_bom_loan_task\] | Stores all personal loan tasks. This table extends the Financial Task \[sn_bom_task\] table. | [ ] {#installed-with-personal-loan-operations__table_fbz_45z_vdb}