Components installed with Financial Services Credit Operations

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of Components installed with Financial Services Credit Operations

    The Financial Services Credit Operations application installs various components including tables and user roles essential for managing credit tasks within workflows across multiple Financial Services Operations applications. This application is automatically installed alongside Financial Services Card Operations, Business Loan Operations, and Personal Loan Operations applications. Demo data is available to facilitate testing and exploration.

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    Roles installed

    The application includes several predefined roles tailored to different user responsibilities in credit operations. These roles enable ServiceNow customers to control access and permissions effectively:

    • Credit admin: Provides system administrator privileges specific to credit data, allowing read, write, and create access to all Financial Services Credit Operations tables.
    • Credit agent – Business and Personal: Allow users to view overall credit task statuses and work on credit tasks for business or consumer services respectively.
    • Credit contributor – Business and Personal: Enable users to submit credit service requests and work on credit cases up to the Initiate stage, with the requirement to combine with CSM Contributor roles for full functionality.
    • Credit agent connector – Business and Personal: Focused on submitting credit service requests and handling credit cases for managed accounts, requiring combination with CSM industry data model roles.
    • Credit viewer – Business and Personal: Provide read-only access to view credit tasks and related data for business or consumer services.

    Each role is associated with relevant dependent roles to ensure comprehensive access and operational capabilities within the credit operations context.

    Tables installed

    The application installs several key tables that structure credit data across services, enabling efficient case and task management:

    • Credit Base [snbomcreditasmtbase]: Serves as the foundational table extended by other credit service case tables and builds upon the Case [sncustomerservicecase] table.
    • Credit Service Case tables: Several specialized tables store credit cases for business and consumer services, including loans and general financial services. These extend either the Credit Base or Financial Task tables for hierarchical data organization.
    • Credit Task tables: Separate tables for business and personal credit tasks, extending the Financial Task table to handle task-specific data within credit operations.

    These tables enable customers to track, manage, and automate credit-related workflows consistently across various financial service products.

    Several types of components are installed with the installation of the Financial Services Credit Operations application, including tables and user roles.

    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.
    This application is automatically installed when you install any of the following Financial Services Operations applications. Financial Services Credit Operations manages the Credit tasks that are used in workflows across Financial Services Operations applications.
    • Financial Services Card Operations
    • Financial Services Business Loan Operations
    • Financial Services Personal Loan Operations

    Demo data is available for this feature.

    Roles installed

    Table 1. Roles installed with Financial Services Credit Operations application
    Role title [name] Description Contains roles
    Credit admin

    [sn_bom_credit_asmt.admin]

    		 Application-specific system administrator role that can grant access to all credit data.

    Users with this role have read, write, and create access to the Financial Services Credit Operations tables.
    • sn_bom.service_definition_admin
    • sn_bom_credit_asmt.b2b_agent
    • sn_bom_credit_asmt.b2c_agent
    Credit agent – Business

    [sn_bom_credit_asmt.b2b_agent]
    • View the overall status of credit tasks for business services
    • Work on credit tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_bom.b2b_agent
    • sn_esm_agent
    Credit contributor – Business

    [sn_bom_credit_asmt.b2b_contributor]
    • Submit credit service requests
    • View the status of credit assessment cases and tasks
    • Work on credit case for accounts managed by them till the Initiate 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.loan_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom.deposit_account_viewer
    Credit contributor – Personal

    [sn_bom_credit_asmt.b2c_contributor]
    • Submit credit service requests
    • View the status of credit assessment cases and tasks
    • Work on credit case for consumer accounts managed by them till the Initiate 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.loan_account_viewer
    • sn_bom_loan.b2c_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_contributor
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    Credit agent connector – Business

    [sn_bom_credit_asmt.b2b_agent_connector]
    • Submit credit service requests
    • Work on credit 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.loan_account_viewer
    • sn_bom_clo_b2b.contact_lifecycle_viewer
    • sn_bom_kyc.b2b_account_viewer
    • sn_sla_definition_read
    • sn_bom_clo_b2b.account_lifecycle_viewer
    • sn_bom_kyc.b2b_contact_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom_loan_b2b.viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    Credit agent connector – Personal

    [sn_bom_credit_asmt.b2c_agent_connector]
    • Submit credit service requests
    • Work on credit cases and tasks to fulfil requests for consumer 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.loan_account_viewer
    • sn_bom_loan.b2c_viewer
    • sn_sla_definition_read
    • sn_bom_kyc.b2c_customer_viewer
    • sn_bom.customer_data_viewer
    • sn_bom.viewer
    • sn_bom.agent
    • sn_bom.deposit_account_viewer
    Credit viewer – Business

    [sn_bom_credit_asmt.b2b_viewer]

    		 View credit tasks and related data for business services None
    Credit agent – Personal

    [sn_bom_credit_asmt.b2c_agent]
    • View the overall status of credit tasks for consumer services
    • Work on credit tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom_loan.b2c_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.b2c_agent
    • sn_esm_agent
    Credit viewer – Personal

    [sn_bom_credit_asmt.b2c_viewer]

    		 View credit tasks and related data for consumer services None

    Tables installed

    Table 2. Tables installed with Financial Services Credit Operations application
    Table Description
    Credit Base

    [sn_bom_credit_asmt_base]

    		 Credit Service Case tables extend the Credit Base table. Credit Base table extends the Case [sn_customerservice_case] table.
    Credit Service Case

    [sn_bom_credit_asmt_b2b_service]

    		 Stores all credit cases for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
    Credit Service Case

    [sn_bom_credit_asmt_loan_b2b_service]

    		 Stores all credit service cases for business loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Service Case

    [sn_bom_credit_asmt_service]

    		 Stores all credit service cases for consumer services for all Financial Services Operations applications. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Service Case

    [sn_bom_credit_asmt_loan_service]

    		 Stores all credit service cases for personal loan services for the Financial Services Business Loan Operations application. This table extends the Credit Base [sn_bom_credit_asmt_base] table.
    Credit Task

    [sn_bom_credit_asmt_b2b_task]

    		 Stores all credit tasks for business services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.
    Credit Task

    [sn_bom_credit_asmt_task]

    		 Stores all credit tasks for personal services for all Financial Services Operations applications. This table extends the Financial Task [sn_bom_task] table.