Components installed with Financial Services Payment Operations

Several types of components are installed with the installation of the Financial Services Payment 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.

Demo data is available for this application.

Plugins installed

Table 1. Plugins installed with Financial Services Payment Operations

Plugin	Description
Customer Service [com.sn_customerservice]	Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

Store applications installed

Table 2. Store applications installed with Financial Services Payment Operations

Store application	Description
Financial Services Operations Core	Stores the customer data that is needed to make payment requests. For more information, see Financial Services Operations Core.

Roles installed

Table 3. Roles installed with Financial Services Payment Operations

Role title [name]	Description	Contains roles
Payment admin [sn_bom_payment.admin]	Application-specific system administrator role that can: Grant payment operations roles Delete payment cases and tasks Note: The sn_bom.admin role contains the sn_bom_payment.admin role when the Financial Services Payment Operations application is installed.	sn_bom_payment.inquiry_agent sn_bom_payment.inquiry_viewer sn_bom_payment.claim_agent sn_bom_payment.claim_viewer
Claim agent [sn_bom_payment.claim_agent]	View the overall status of claim cases Create claim cases Work on claim cases, debit approvals, and claim tasks Record interactions	sn_bom.account_viewer sn_bom.ref_data_viewer sn_bom_payment.inquiry_viewer sn_esm_agent sn_bom_payment.claim_viewer
Payment contributor [sn_bom_payment.contributor]	Submit payment inquiry requests Submit payment claim requests for internal claims View the status of payment inquiry and claim cases 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.	sn_sla_definition_read sn_bom.b2c_contributor sn_bom.account_data_viewer sn_bom_payment.inquiry_viewer sn_customerservice.csm_workspace_user sn_bom.b2b_contributor sn_bom.deposit_account_viewer sn_bom_payment.claim_viewer
Claim agent connector [sn_bom_payment.claim_agent_connector]	Create claim cases Work on claim cases, debit approvals, and claim tasks for accounts managed by them 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.	sn_bom.ref_data_viewer sn_sla_definition_read sn_bom.viewer sn_bom.account_data_viewer sn_bom.agent sn_bom_payment.inquiry_viewer sn_bom.deposit_account_viewer sn_bom_payment.claim_viewer
Inquiry agent connector [sn_bom_payment.inquiry_agent_connector]	Create inquiry cases Work on payment inquiry cases and inquiry tasks for accounts managed by them 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.	sn_bom.ref_data_viewer sn_sla_definition_read sn_bom.viewer sn_bom.account_data_viewer sn_bom.agent sn_bom_payment.inquiry_viewer sn_bom.deposit_account_viewer sn_bom_payment.claim_viewer
Claim viewer [sn_bom_payment.claim_viewer]	View claim cases and related data	sn_bom.account_viewer sn_bom.ref_data_viewer sn_bom.customer_data_viewer
Inquiry agent [sn_bom_payment.inquiry_agent]	View the overall status of payment inquiry cases Work on payment inquiry cases and inquiry tasks Record interactions	sn_bom.account_viewer sn_bom.ref_data_viewer sn_bom_payment.inquiry_viewer sn_esm_agent sn_bom_payment.claim_viewer
Inquiry viewer [sn_bom_payment.inquiry_viewer]	View inquiry cases and related data	sn_bom.account_viewer sn_bom.ref_data_viewer sn_bom.customer_data_viewer
Payment manager [sn_bom_payment.manager]	View the Payment Operations dashboard Use Process Mining for Payment Operations processes	sn_bom_payment.inquiry_agent pa_viewer sn_bom_payment.claim_agent

Tables installed

Table 4. Tables installed with Financial Services Payment Operations

Table	Description
Payment Base [sn_bom_payment_base]	Claim, Payment Inquiry Case, and Payment Service tables extend the Payment Base table.
Claim [sn_bom_payment_claim]	Stores all payment claim cases.
Claim Task [sn_bom_payment_claim_task]	Stores all claims tasks.
Debit Instruction [sn_bom_payment_debit_instruction]	Stores all debit instructions for all refunds.
Payment Inquiry Case [sn_bom_payment_inquiry]	Stores all payment inquiry cases.
Inquiry Task [sn_bom_payment_inquiry_task]	Stores all payment inquiry tasks.
Receiving Transaction [sn_bom_payment_m2m_receiving_transaction]	Stores all financial transactions that the receiving customers and accounts received.
Sender Transaction [sn_bom_payment_m2m_sender_transaction]	Stores all financial transactions (deposit) that sender customers sent.
Payment Service [sn_bom_payment_service]	Stores all payment service cases for debit approvals.