---
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 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

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## Summary of Components installed with Financial Services Personal Loan Operations

The Financial Services Personal Loan Operations application installs several essential components including tables, user roles, plugins, and related store applications needed to manage personal loan workflows effectively.
These components enable comprehensive loan service case management from request submission to task handling, ensuring streamlined loan operations within ServiceNow.
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## Plugins and Store Applications Installed

* **Customer Service Plugin \[com.sncustomerservice\]**: Extends Customer Service Management tables into Financial Services Operations.
* **Financial Services Operations Core**: Stores customer data required for loan service requests.
* **Financial Services Credit Operations**: Manages credit service cases and tasks within loan workflows.
* **Document Processor**: Handles document service tasks related to loan operations.
* **Playbooks for Customer Service Management**: Visualizes business process workflows to ensure consistent handling of common scenarios.

## User Roles Installed

Several roles specific to Personal Loan Operations provide tailored access and permissions:

* **Loan admin \[snbomloan.b2cadmin\]** : Administers the loan application, manages roles, deletes cases/tasks, configures settings, and has full data access. Included in the broader `snbom.admin` role.
* **Loan agent \[snbomloan.b2cagent\]**: Views and works on loan cases and tasks.
* **Loan contributor \[snbomloan.contributor\]**: Submits loan service requests, monitors case status, and collects inbound documents until review stage. Requires combination with Customer Service Management Contributor roles.
* **Loan agent connector \[snbomloanb2c.agentconnector\]**: Submits requests and works on loan fulfillment tasks. Must be combined with CSM industry data model roles.
* **Loan manager \[snbomloan.b2cmanager\]**: Accesses Personal Loan Operations dashboard and Process Mining tools for loan processes.
* **Loan viewer \[snbomloan.b2cviewer\]**: Provides read-only access to loan cases and related data.

## Tables Installed

Key tables facilitate storage and extension of loan case and task data:

* **Loan Base \[snbomloanbase\]**: Extends the core Case table to represent loan-related base data.
* **Loan Service Case \[snbomloanservice\]**: Stores all personal loan service cases, extending Loan Base.
* **Loan Task \[snbomloantask\]**: Captures all tasks related to personal loans, extending Financial Task table.

## Practical Benefits

By installing these components, ServiceNow customers gain a robust framework to manage personal loan operations, including case and task management, role-based access control, and integration with customer service and document processing capabilities. This setup supports efficient loan lifecycle management, improves operational consistency, and enhances visibility through dashboards and process mining tools.  
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 . |
[ ]

{#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}