---
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

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

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

The Financial Services Treasury Operations application installs multiple components essential for managing treasury service requests and operations within ServiceNow.
These components include tables, user roles, scheduled jobs, plugins, and store applications, which together support treasury-related workflows and data management.
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## Plugins Installed

* **Customer Service \[com.sncustomerservice\]:** Enables extension of Customer Service Management tables into Financial Services Operations applications to support integrated customer data handling.

## Store Applications Installed

* **Financial Services Operations Core:** Stores critical customer data necessary for processing treasury service requests.
* **Document Processor:** Manages document service tasks used in treasury operations workflows.
* **Playbooks for Customer Service Management:** Provides task-oriented visualization of business process workflows to standardize responses.
* **CSM Contributor User:** Enables middle office teams to create cases for customer requests.

## Roles Installed

The application defines several specialized roles tailored for treasury operations, each with distinct permissions:

* **Treasury admin:** System administrator role with broad permissions including role granting, case and task deletion, configuration, and service definition management.
* **Treasury agent:** Can create and work on treasury service cases and tasks, and monitor case status.
* **Treasury manager:** Has access to performance analytics reports and process mining projects related to treasury operations, with agent-level permissions.
* **Treasury contributor:** Submits service requests and works on cases up to the Initiate and Review stage; requires combination with a CSM Contributor User role.
* **Treasury agent connector:** Submits service requests and manages tasks for assigned accounts; requires combination with CSM industry data model roles.
* **Treasury viewer:** Read-only access to all treasury service cases and related data.

## Tables Installed

The application installs several interconnected tables to manage treasury service cases and related configurations:

* **Treasury Base \[snbomtreasurybase\]:** Base table extended by Treasury Service Case; itself extends the Financial Services Base table.
* **Treasury Service Case \[snbomtreasuryservice\]:** Stores all treasury service cases.
* **RDC Service Case \[snbomtreasuryrdcservice\]:** Manages treasury cases related to RDC service requests.
* **Wire Service Case \[snbomtreasurywireservice\]:** Manages treasury cases related to wire service requests.
* **Treasury Service Financial Account \[snbomtreasuryservicefinancialaccount\]:** Maps financial account configurations to treasury service cases.
* **Treasury Service User \[snbomtreasuryserviceuser\]:** Maps user/contact configurations to treasury service cases.
* **Treasury Task \[snbomtreasurytask\]:** Stores all treasury tasks, extending the Financial Task table.

## Practical Implications for ServiceNow Customers

By installing Financial Services Treasury Operations, customers gain a comprehensive framework for managing treasury service requests, including granular role-based access, integrated customer and financial account data, and workflow automation through tasks and document processing. The installed plugins and store applications augment functionality with customer service integration and process visualization. Understanding these components helps customers effectively configure, administer, and operate treasury services within their ServiceNow environment.  
Several types of components are installed with installation of the Financial Services Treasury Operations application, including tables, user roles, and scheduled jobs. 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).

## Plugins installed {#installed-with-fso-treasury-ops__section_dr4_2sw_llb}

{#installed-with-fso-treasury-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. |
[Table 1. Plugins installed with Financial Services Treasury Operations]

{#installed-with-fso-treasury-ops__table_qdc_ksw_llb}

## Store applications installed {#installed-with-fso-treasury-ops__section_fvr_gtw_llb}

{#installed-with-fso-treasury-ops__table_ulz_4tw_llb__entry__2}

| Store application | Description |
|-|-|
| Financial Services Operations Core | Stores the customer data that is needed to make treasury 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."). |
| Document Processor | Enables the management of document services tasks that are used in Financial Services Treasury Operations 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). |
[Table 2. Store applications installed with Financial Services Treasury Operations]

{#installed-with-fso-treasury-ops__table_ulz_4tw_llb}

## Roles installed {#installed-with-fso-treasury-ops__section_wly_yyh_wdb}

{#installed-with-fso-treasury-ops__table_u1t_gb1_wdb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Treasury admin \[sn_bom_treasury.admin\] | Application-specific system administrator role for treasury operations that can: * Grant treasury operations roles * Delete treasury service cases and tasks * Configure the treasury operations application * Create and modify treasury service definitions * Read, write, and create access to treasury data {#installed-with-fso-treasury-ops__ul_kjh_zh2_gmb} | * sn_bom.service_definition_admin * sn_bom_treasury.agent * sn_bom_treasury.manager {#installed-with-fso-treasury-ops__ul_qbv_rny_rnb} |
| Treasury agent \[sn_bom_treasury.agent\] | * Create treasury service cases and enter case data * View the overall status of cases * Work on treasury service cases and tasks {#installed-with-fso-treasury-ops__ul_pdp_wj2_gmb} | * sn_bom.service_viewer * sn_bom_document.b2b_viewer * sn_bom.rdc_service_viewer * sn_bom.b2b_checking_account_viewer * sn_bom.b2b_saving_account_viewer * sn_bom.b2b_agent * sn_bom_document.b2b_collector * sn_bom.wire_transfer_service_viewer {#installed-with-fso-treasury-ops__ul_km5_wp4_ylb} |
| Treasury manager \[sn_bom_treasury.manager\] | * View the Performance Analytics reports in the Treasury dashboard * Use Process Mining projects for treasury operations processes {#installed-with-fso-treasury-ops__ul_qgj_jdb_v4b} | * sn_bom_treasury.agent * pa_viewer {#installed-with-fso-treasury-ops__ul_klq_bdb_v4b} |
| Treasury contributor \[sn_bom_treasury.contributor\] | * Submit service requests for treasury product activation or modification * View the status of treasury service cases and document services tasks * Work on treasury cases till the Initiate and Review stage {#installed-with-fso-treasury-ops__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.service_definition_read * sn_sla_definition_read * sn_bom_document.b2b_viewer * sn_bom.rdc_service_viewer * sn_bom.account_data_viewer * sn_bom.b2b_checking_account_viewer * sn_bom.b2b_saving_account_viewer * sn_customerservice.csm_workspace_user * sn_bom.b2b_contributor * sn_bom_document.b2b_collector * sn_bom.wire_transfer_service_viewer {#installed-with-fso-treasury-ops__ul_k3h_1bb_xrb} |
| Treasury agent connector \[sn_bom_treasury.agent_connector\] | * Submit treasury service requests * Work on treasury cases and tasks to fulfil requests for accounts managed by them {#installed-with-fso-treasury-ops__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.service_viewer * sn_sla_definition_read * sn_bom_document.b2b_viewer * sn_bom.rdc_service_viewer * sn_bom.viewer * sn_bom.account_data_viewer * sn_bom.b2b_checking_account_viewer * sn_bom.agent * sn_bom.b2b_saving_account_viewer * sn_bom_document.b2b_collector * sn_bom.wire_transfer_service_viewer {#installed-with-fso-treasury-ops__ul_e14_drc_gsb} |
| Treasury viewer \[sn_bom_treasury.viewer\] | Has read-only access to all treasury service cases and related data | * sn_bom.service_viewer * sn_bom.service_definition_read {#installed-with-fso-treasury-ops__ul_xp2_kq4_ylb} |
[Table 3. Roles installed with Financial Services Treasury Operations]

{#installed-with-fso-treasury-ops__table_u1t_gb1_wdb}

## Tables installed {#installed-with-fso-treasury-ops__section_s1x_dzh_wdb}

{#installed-with-fso-treasury-ops__table_fbz_45z_vdb__entry__2}

| Table | Description |
|-|-|
| Treasury Base \[sn_bom_treasury_base\] | Treasury Service Case table extends the Treasury Base table. Treasury Base table extends the Financial Services Base \[sn_bom_case\] table. |
| Treasury Service Case \[sn_bom_treasury_service\] | Stores all treasury cases. This table extends the Treasury Base \[sn_bom_treasury_base\] table. |
| RDC Service Case \[sn_bom_treasury_rdc_service\] | Stores all treasury cases related to RDC service requests. This table extends the Treasury Service Case \[sn_bom_treasury_service\] table. |
| Wire Service Case \[sn_bom_treasury_wire_service\] | Stores all treasury cases related to wire service requests. This table extends the Treasury Service Case \[sn_bom_treasury_service\] table. |
| Treasury Service Financial Account \[sn_bom_treasury_service_financial_account\] | Intermediate table that stores all financial account level configurations for requested treasury services. This table has mapping between the Financial Account \[sn_bom_financial_account\] and Treasury Service Case \[sn_bom_treasury_service\] tables. |
| Treasury Service User \[sn_bom_treasury_service_user\] | Intermediate table that stores all user (contact) level configurations for requested treasury services. This table has mapping between the Contact \[customer_contact\] and Treasury Service Case \[sn_bom_treasury_service\] tables. |
| Treasury Task \[sn_bom_treasury_task\] | Stores all treasury tasks for all treasury cases. This table extends the Financial Task \[sn_bom_task\] table. |
[Table 4. Tables installed with Financial Services Treasury Operations]

{#installed-with-fso-treasury-ops__table_fbz_45z_vdb}