Components installed with Financial Services Treasury Operations

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.

Plugins installed

Table 1. Plugins installed with Financial Services Treasury 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 Treasury Operations

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.
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.
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 for Customer Service Management.
CSM Contributor User	Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User.

Roles installed

Table 3. Roles installed with Financial Services Treasury Operations

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	sn_bom.service_definition_admin sn_bom_treasury.agent sn_bom_treasury.manager
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	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
Treasury manager [sn_bom_treasury.manager]	View the Performance Analytics reports in the Treasury dashboard Use Process Mining projects for treasury operations processes	sn_bom_treasury.agent pa_viewer
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 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_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
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 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.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
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

Tables installed

Table 4. Tables installed with Financial Services Treasury Operations

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.