--- sourceDocument: Australia Financial Services Operations sourceDocumentLink: https://www.servicenow.com/docs/r/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 Lifecycle # Components installed with Financial Services Business Lifecycle {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 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 Lifecycle The Financial Services Business Lifecycle (snbomclob2b) plugin activates various components essential for managing financial operations. This includes the installation of specific tables, user roles, and related plugins or store applications, enhancing your ServiceNow environment for better operational efficiency. Show full answer Show less ## Key Features * **Plugins Installed:** The activation includes the Customer Service plugin, allowing the extension of tables from Customer Service Management to Financial Services Operations. * **Roles Installed:** Several roles are introduced, each enabling specific capabilities within the Financial Services Business Lifecycle, including: * **Account Administrator:** Full access to operations data and administrative privileges. * **Account Manager:** Access to Financial Services Agent capabilities and Performance Analytics. * **CLO Contributor:** Ability to create service cases and manage case data, requiring a combination with CSM Contributor roles. * **CLO Agent Connector:** Similar functionalities as CLO Contributor, needing a combination with CSM industry roles. * Additional roles include Account Lifecycle Agent, Contact Lifecycle Agent, and various KYC roles, each tailored for specific tasks within the lifecycle. * **Store Applications Installed:** Key applications such as Financial Services Operations Core, Credit Operations, and KYC functionalities facilitate a comprehensive management approach for customer lifecycle operations. * **Tables Installed:** New tables like Customer Lifecycle Base and Account Lifecycle Service Case extend existing tables, providing structured data management for lifecycle processes. ## Key Outcomes By installing the Financial Services Business Lifecycle components, you can expect improved organization of financial operations, enhanced data management capabilities, and streamlined workflows. The integration of roles ensures that team members have access tailored to their responsibilities, ultimately leading to better service delivery and operational efficiency within your organization. Several types of components are installed with the activation of the Financial Services Business Lifecycle (sn_bom_clo_b2b) plugin, 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-business-lifecycle__section_dr4_2sw_llb} {#installed-with-business-lifecycle__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 activation of the Financial Services Business Lifecycle application] {#installed-with-business-lifecycle__table_qdc_ksw_llb} ## Roles installed {#installed-with-business-lifecycle__section_wly_yyh_wdb} {#installed-with-business-lifecycle__table_u1t_gb1_wdb__entry__3} | Role title \[name\] | Description | Contains roles | |-|-|-| | Account Administrator \[sn_bom_clo_b2b.admin\] | In addition to admin privileges, this role gives access to all Financial Services Business Lifecycle operations data. * Create users * Grant roles and assign users to groups * Configure the CLO application * Add, modify, and delete field options {#installed-with-business-lifecycle__ul_rqc_xkd_bqb} | * sn_bom.service_definition_admin * sn_bom_clo_b2b.account_lifecycle_agent {#installed-with-business-lifecycle__ul_fjj_myg_tpb} | | Account Manager \[sn_bom_clo_b2b.manager\] | This role provides all Financial Services Business Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects. | * pa_viewer * sn_bom_clo_b2b.account_lifecycle_agent {#installed-with-business-lifecycle__ul_pgf_pyg_tpb} | | CLO contributor \[sn_bom_clo_b2b.contributor\] | * Create CLO service cases and enter case data * View the overall status of cases * Work on CLO service cases and tasks until the Initiate and review stage {#installed-with-business-lifecycle__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_bom.account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom.service_definition_read * sn_bom_kyc.b2b_account_viewer * sn_sla_definition_read * sn_bom_document.b2b_viewer * sn_bom_kyc.b2b_contact_viewer * sn_bom.account_data_viewer * sn_customerservice.csm_workspace_user * sn_bom.b2b_contributor * sn_bom_document.b2b_collector {#installed-with-business-lifecycle__ul_mpv_gxc_qrb} | | CLO agent connector \[sn_bom_clo_b2b.agent_connector\] | * Create CLO service cases and enter case data * View the overall status of cases * Work on CLO service cases and tasks to fulfill requests for accounts managed by them {#installed-with-business-lifecycle__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_bom_credit_asmt.b2b_viewer * sn_bom_kyc.b2b_account_viewer * sn_sla_definition_read * sn_bom_clo_b2b.account_lifecycle_viewer * sn_bom_document.b2b_viewer * sn_bom_kyc.b2b_contact_viewer * sn_bom.viewer * sn_bom.account_data_viewer * sn_bom.agent * sn_bom_document.b2b_collector {#installed-with-business-lifecycle__ul_wx3_kvc_qrb} | | Account Lifecycle Agent \[sn_bom_clo_b2b.account_lifecycle_agent\] | This role gives access to all Financial Services Business Lifecycle data. * Create cases and enter case data * Assign tasks to self or other agents * Enter and update applicant information * Perform various verification tasks * Approve accounts * Close cases {#installed-with-business-lifecycle__ul_a4v_ltd_bqb} | * sn_bom.account_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom_kyc.b2b_account_viewer * sn_bom_clo_b2b.contact_lifecycle_agent * sn_bom_document.b2b_viewer * sn_bom_kyc.b2b_contact_viewer * sn_bom.b2b_agent * sn_bom_document.b2b_collector {#installed-with-business-lifecycle__ul_d3z_p5z_vdb} | | Contact Lifecycle Agent \[sn_bom_clo_b2b.contact_lifecycle_agent\] | This role gives access to Contact Lifecycle operation data. * Create contact cases and enter data * Assign tasks to self or other agents * Enter and update contact information * Perform various verification tasks * Close contact cases {#installed-with-business-lifecycle__ul_hlr_lcb_dqb} | * sn_bom_credit_asmt.b2b_viewer * sn_bom_kyc.b2b_account_viewer * sn_bom_clo_b2b.account_lifecycle_viewer * sn_bom_document.b2b_viewer * sn_bom_kyc.b2b_contact_viewer * sn_bom.b2b_agent * sn_bom_document.b2b_collector {#installed-with-business-lifecycle__ul_osw_4yg_tpb} | | Account Lifecycle Viewer \[sn_bom_clo_b2b.account_lifecycle_viewer\] | This role gives read-only access to all Account Lifecycle operations data. | * sn_bom_clo_b2b.contact_lifecycle_viewer * sn_bom.service_definition_read {#installed-with-business-lifecycle__ul_pcq_lyg_tpb} | | Contact Lifecycle Viewer \[sn_bom_clo_b2b.contact_livecycle_viewer\] | This role gives read-only access to all Financial Services Business Lifecycle data. | sn_bom.service_definition_read | | Know Your Customer Admin \[sn_bom_kyc.admin\] | This role gives access to all KYC operations data and grants admin privileges. | * sn_bom.service_definition_admin * sn_bom_kyc.b2c_customer_agent * sn_bom_kyc.b2b_account_agent * sn_bom_kyc.b2b_contact_agent {#installed-with-business-lifecycle__ul_c3l_g1t_3qb} | | Know Your Customer Contact Agent \[sn_bom_kyc.b2b_contact_agent\] | This role gives access to all Business KYC operations contact data. | * sn_bom_clo_b2b.contact_lifecycle_viewer * sn_bom_clo_b2b.account_lifecycle_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom_kyc.b2b_account_viewer * sn_bom_document.b2b_viewer * sn_bom.b2b_agent {#installed-with-business-lifecycle__ul_jtr_qbt_3qb} | | KYC Account Agent \[sn_bom_kyc.b2b_account_agent\] | This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data. | * sn_bom_credit_asmt.b2b_viewer * sn_bom_clo_b2b.account_lifecycle_viewer * sn_bom_document.b2b_viewer * sn_bom.b2b_agent * sn_bom_kyc.b2b_contact_agent {#installed-with-business-lifecycle__ul_hns_2ct_3qb} | | KYC Contact Viewer \[sn_bom_kyc.b2b_contact_viewer\] | This role grants read-only views of Financial Services Know Your Customer account contact information. | sn_bom.service_definition_read | | KYC Account Viewer \[sn_bom_kyc.b2b_account_viewer\] | This role grants read-only views of Financial Services Know Your Customer account information. | * sn_bom.service_definition_read * sn_bom_kyc.b2b_contact viewer {#installed-with-business-lifecycle__ul_pmk_mct_3qb} | [Table 2. Roles installed with activation of the Financial Services Business Lifecycle application] {#installed-with-business-lifecycle__table_u1t_gb1_wdb} ## Store applications installed {#installed-with-business-lifecycle__section_fvr_gtw_llb} {#installed-with-business-lifecycle__table_ulz_4tw_llb__entry__2} | Store application | Description | |-|-| | Financial Services Operations Core | Stores the data that is needed to create Customer Lifecycle Operations cases. 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 Customer Lifecycle 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."). | | Financial Services Know Your Customer (KYC) | Enables KYC Agents to review and evaluate the eligibility of new account applicants. | | CSM Playbook | Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. | | CSM Contributor User | Enables middle office teams to engage in resolving customer issues and requests. | [Table 3. Store applications installed with activation of the Financial Services Business Lifecycle application] {#installed-with-business-lifecycle__table_ulz_4tw_llb} ## Tables installed {#installed-with-business-lifecycle__section_s1x_dzh_wdb} {#installed-with-business-lifecycle__table_fbz_45z_vdb__entry__2} | Table | Description | |-|-| | Customer Lifecycle Base \[sn_bom_clo_b2b_base\] | Customer Lifecycle Base table extends the Financial Services Base \[sn_bom_case\] table. | | Account Lifecycle Service Case \[sn_bom_clo_b2b_account_service\] | Account Lifecycle Service Case extends the Customer Lifecycle Base \[sn_bom_clo_b2b_base\] table. | | Account Lifecycle Task \[sn_bom_clo_b2b_account_task\] | Account Lifecycle Task Case extends the Financial Task \[sn_bom_task\] table. | | Contact Lifecycle Service Case \[sn_bom_clo_b2b_contact_service\] | Contact Lifecycle Service Case extends the Customer Lifecycle Base \[sn_bom_clo_b2b_base\] table. | | Contact Lifecycle Task \[sn_bom_clo_b2b_contact_task\] | Contact Lifecycle Task extends the Financial Task \[sn_bom_task\] table. | [Table 4. Tables installed with activation of the Financial Services Business Lifecycle application] {#installed-with-business-lifecycle__table_fbz_45z_vdb}