Components installed with Financial Services Treasury Operations

  • 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 installation includes a variety of components essential for treasury service management. These components consist of tables, user roles, scheduled jobs, related plugins, and store applications. This ensures the application functions comprehensively within the ServiceNow environment, supporting treasury operations workflows and data handling.

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    Plugins Installed

    • Customer Service [com.sncustomerservice]: Extends tables from Customer Service Management into Financial Services Operations, enabling integration and data sharing.

    Store Applications Installed

    • Financial Services Operations Core: Stores customer data necessary for treasury service requests.
    • Document Processor: Manages document services tasks used in treasury operations workflows.
    • Playbooks for Customer Service Management: Visualizes business process workflows in a task-oriented manner to ensure consistent responses.
    • CSM Contributor User: Enables middle office teams to create cases for customer requests.

    Roles Installed

    The application provides a set of roles tailored to treasury operations, defining access levels and permissions for different users:

    • Treasury admin [snbomtreasury.admin]: Full system administrator capabilities including role management, case/task deletion, configuration, and data access.
    • Treasury agent [snbomtreasury.agent]: Ability to create and work on treasury service cases and tasks, and view case status.
    • Treasury manager [snbomtreasury.manager]: Access to Performance Analytics reports and Process Mining projects for treasury operations.
    • Treasury contributor [snbomtreasury.contributor]: Can submit treasury service requests and manage cases up to certain workflow stages; requires combination with a CSM Contributor user role.
    • Treasury agent connector [snbomtreasury.agentconnector]: Authorized to submit requests and work on cases for accounts they manage; requires combination with CSM industry data model roles.
    • Treasury viewer [snbomtreasury.viewer]: Read-only access to treasury service cases and related data.

    Tables Installed

    The application installs several tables that organize and store treasury service data, cases, and tasks, often extending existing Financial Services tables:

    • Treasury Base [snbomtreasurybase]: Foundation table extended by Treasury Service Case.
    • Treasury Service Case [snbomtreasuryservice]: Stores all treasury cases, extending Treasury Base.
    • RDC Service Case [snbomtreasuryrdcservice] and Wire Service Case [snbomtreasurywireservice]: Store cases specific to RDC and wire service requests, respectively, extending Treasury Service Case.
    • Treasury Service Financial Account [snbomtreasuryservicefinancialaccount]: Maps financial accounts to treasury service cases, storing account-level configurations.
    • Treasury Service User [snbomtreasuryserviceuser]: Maps user contacts to treasury service cases, storing user-level configurations.
    • Treasury Task [snbomtreasurytask]: Stores all tasks related to treasury cases, extending the Financial Task table.

    Practical Implications for ServiceNow Customers

    Installing Financial Services Treasury Operations equips your ServiceNow environment with integrated treasury management capabilities, including case and task handling, user access control, and document processing. Understanding the roles helps assign proper permissions to users based on their responsibilities. The installed tables ensure structured data management supporting treasury workflows. The included plugins and store applications provide additional functionality, such as customer service integration and workflow visualization, enhancing operational efficiency.

    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 .
    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.