Pack de contenu pour Financial Services Operations

  • Rversion finale: Washingtondc
  • Mis à jour 1 févr. 2024
  • 1 minute de lecture

    • L’utilisation du pack de Exploration de processus contenu avec Financial Services Operations (FSO) vous permet d’analyser les processus pertinents pour vos KPI et d’identifier les goulots d’étranglement associés aux FSO tickets.

    Important :
    À partir de la version Vancouver, l’application Process Optimization a été renommée Exploration de processus.

    Pour plus d’informations sur l’activation du pack de contenu FSO Process Mining, reportez-vous à la section Activer les Exploration de processus packs de contenu.

    Projets d’optimisation

    Le pack de contenu ajoute des définitions de modèles de projet prédéfinies Exploration de processus pour ces Financial Services Operations applications.
    • Financial Services Business Deposit Operations
    • Financial Services Business Loan Operations
    • Financial Services Business Lifecycle
    • Financial Services Card Operations
    • Financial Services Client Lifecycle
    • Financial Services Complaint Management
    • Financial Services Payment Operations
    • Financial Services Personal Loan Operations
    • Financial Services Personal Deposit Operations
    • Financial Services Treasury Operations
    • Individual Life Servicing
    • Group Life Servicing
    • Commercial Lines Claims
    • Personal Lines Claims
    • Intelligent Servicing for Fraud

    Rôles

    En fonction de l’application Financial Services Operations pour laquelle vous l’utilisez Exploration de processus , vous avez besoin des rôles suivants.
    Tableau 1. Rôles requis de Financial Services Operations pour Exploration de processus
    Application Financial Services Operations Rôle requis
    Financial Services Card Operations Gestion des litiges : sn_bom_credit_card.dispute_manager et sn_process_optimization_analyst
    Financial Services Payment Operations sn_bom_payment.payments_manager et sn_process_optimization_analyst
    Financial Services Business Loan Operations sn_bom_loan_b2b.manager et sn_process_optimization_analyst
    Financial Services Personal Loan Operations sn_bom_loan.b2c_manager et sn_process_optimization_analys
    Financial Services Business Lifecycle sn_bom_clo_b2b.manager et sn_process_optimization_analyst
    Financial Services Client Lifecycle sn_bom_clo_b2c.manager et sn_process_optimization_analyst
    Financial Services Complaint Management sn_bom_compl.manager et sn_process_optimization_analyst
    Financial Services Business Deposit Operations sn_bom_deposit_b2b.manager et sn_process_optimization_analyst
    Financial Services Personal Deposit Operations sn_bom_deposit_b2c.manager et sn_process_optimization_analyst
    Commercial Lines Claims sn_ins_claim_cml.manager et sn_process_optimization_analyst
    Personal Lines Claims sn_ins_claim_pers.manager et sn_process_optimization_analyst
    Financial Services Treasury Operations sn_bom_treasury.admin et sn_process_optimization_analyst
    Individual Life Servicing sn_ins_indiv_life.manager et sn_process_optimization_analyst
    Group Life Servicing sn_ins_group_life.manager et sn_process_optimization_analyst
    Intelligent Servicing for Fraud sn_bom_fraud.manager et sn_process_optimization_analyst