Components installed with Financial Services Client Lifecycle

Several types of components are installed with the activation of the Financial Services Client Lifecycle (sn_bom_clo_b2c) plugin, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.

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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 feature.

Plugins installed

表 : 1. Plugins installed with Financial Services Client Lifecycle

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

Roles installed

表 : 2. Roles installed with Financial Services Client Lifecycle

Role title [name]	Description	Contains roles
Account Administrator [sn_bom_clo_b2c.admin]	This role gives access to all Client Lifecycle data and admin privileges. Create users Grant roles and assign users to groups Configure the CLO application Add, modify, and delete field options	sn_bom.service_definition_admin sn_bom_clo_b2c.agent
Account Manager [sn_bom_clo_b2c.manager]	This role provides all Client Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects.	sn_bom_clo_b2c.agent pa_viewer
CLO contributor [sn_bom_clo_b2c.contributor]	Create CLO service cases and enter case data View the overall status of cases Work on CLO service cases and tasks until the Initiate and Review stage 重要: 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.account_viewer sn_bom.service_definition_read sn_sla_definition_read sn_bom_kyc.b2c_customer_viewer sn_bom.customer_data_viewer sn_bom.b2c_contributor sn_bom_document.b2c_viewer sn_customerservice.csm_workspace_user sn_bom_document.b2c_collector
CLO agent connector [sn_bom_clo_b2c.agent_connector]	Create CLO service cases and enter case data View the overall status of cases Work on CLO service cases and tasks to fulfill requests for accounts managed by them 重要: 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.account_viewer sn_sla_definition_read sn_bom_kyc.b2c_customer_viewer sn_bom.customer_data_viewer sn_bom.viewer sn_bom.account_data_viewer sn_bom.agent sn_bom_document.b2c_viewer sn_bom_document.b2c_collector
Client Lifecycle Agent [sn_bom_clo_b2c.agent]	This role gives access to all Client Lifecycle data. Create cases and enter case data Assign tasks to self or other agents Enter and update applicant information Perform various verification tasks Approve accounts Close cases	sn_bom_kyc.b2c_customer_viewer sn_bom_document.b2c_viewer sn_bom.b2c_agent sn_bom_document.b2c_collector
Client Lifecycle Viewer [sn_bom_clo_b2c.viewer]	This role gives read-only access to all Financial Services Client Lifecycle data.	sn_bom.service_definition_read
KYC Admin [sn_bom_kyc.admin]	This role gives access to all Financial Services Know Your Customer operations data and grants admin privileges.	sn_bom.service_definition_admin sn_bom_kyc.b2c_customer_agent sn_bom_kyc.b2c_account_agent sn_bom_kyc.b2c_contact_agent
KYC Customer Agent [sn_bom_kyc.b2c_customer_agent]	This role gives access to all Financial Services Know Your Customer client-level contact data.	sn_bom_clo_b2c.viewer sn_bom_credit_asmt.b2c_viewer sn_bom_document.b2c_viewer sn_bom.b2c_agent
KYC Contact Viewer [sn_bom_kyc.b2c_customer_viewer]	This role grants read-only views of account contact information.	sn_bom.service_definition_read

Store applications installed

表 : 3. Store applications installed with Financial Services Client Lifecycle

Store application	Description
Financial Services Operations Core	Stores the data that is needed to create customer lifecycle cases. For more information, see Financial Services Operations Core.
Financial Services Credit Operations	Enables the management of Credit service cases and tasks that are used in Financial Services Customer Lifecycle Operations workflows. For more information, see Components installed with Financial Services Credit Operations.
Financial Services Know Your Customer (KYC)	Enables KYC Agents to review and evaluate the eligibility of new account applicants.
CSM Playbook	Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations.
CSM Contributor User	Enables middle office teams to engage in resolving customer issues and requests.

Tables installed

表 : 4. Tables installed with Financial Services Client Lifecycle

Table	Description
Customer Lifecycle Base [sn_bom_clo_b2c_base]	Customer Lifecycle Base table extends the Financial Services Base [sn_bom_case] table.
Account Lifecycle Service Case [sn_bom_clo_b2c_service]	Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2c_base] table.
Account Lifecycle Task [sn_bom_clo_b2c_task]	Account Lifecycle Task Case extends the Financial Task [sn_bom_task] table.