Components installed with Financial Services Business Loan Operations

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

    The Financial Services Business Loan Operations application installs multiple components essential for managing business loan processes efficiently. These include tables, user roles, related plugins, and store applications that extend loan service capabilities within the ServiceNow platform. Demo data is available to facilitate testing and familiarization with the features.

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    Plugins and Store Applications Installed

    • Customer Service [com.sncustomerservice]: Enables extension of Customer Service Management tables into Financial Services Operations.
    • Financial Services Operations Core: Stores customer data necessary for loan service requests.
    • Financial Services Credit Operations: Supports management of credit service cases and tasks within loan workflows.
    • Document Processor: Manages document service tasks critical to loan operations.
    • Playbooks for Customer Service Management: Provides visualized, task-oriented workflows to ensure consistent handling of common business processes.

    User Roles Installed

    The application installs roles tailored to business loan operations, each with specific permissions to support different user responsibilities:

    • Loan admin [snbomloanb2b.admin]: System administrator role with full configuration rights, including creating/modifying loan services, managing loan data, and granting roles.
    • Loan agent [snbomloanb2b.agent]: Handles loan cases and tasks, monitoring overall loan case statuses.
    • Loan contributor [snbomloanb2b.contributor]: Submits loan service requests, views statuses, and manages inbound documents up to the Initiate and Review stage. Requires combination with a Customer Service Management (CSM) contributor role.
    • Loan agent connector [snbomloanb2b.agentconnector]: Similar to loan agent but requires combination with CSM industry data model roles to work properly.
    • Loan manager [snbomloanb2b.manager]: Accesses business loan operations dashboards and uses process mining tools for loan process insights.
    • Loan viewer [snbomloanb2b.viewer]: Enables viewing of loan cases and related data without edit permissions.

    Tables Installed

    The application installs key tables that structure business loan data and workflows, including:

    • Loan Base [snbomloanbase]: Core table extending the Case table to serve as the foundation for loan cases.
    • Loan Service Case [snbomloanservice]: Stores all business loan service cases, extending the Loan Base table.
    • Loan Task [snbomloantask]: Contains all business loan tasks, extending the Financial Task table.

    Practical Implications for ServiceNow Customers

    By installing these components, ServiceNow customers gain a comprehensive framework to manage business loan operations, from handling loan requests and tasks to managing credit and document processing workflows. The roles provided enable clear separation of duties, ensuring users have appropriate access and capabilities according to their responsibilities. Integration with Customer Service Management plugins and playbooks supports consistent and efficient loan servicing processes across the enterprise.

    Several types of components are installed with the installation of the Financial Services Business Loan Operations application, including tables and user roles. The application also installs related plugins and store applications if they aren’t 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.

    Demo data is available for this feature.

    Plugins installed

    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

    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make loan service requests. For more information, see .
    Financial Services Credit Operations Enables the management of Credit service cases and tasks that are used in loan operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Document Processor Enables the management of document services tasks that are used in loan operations workflows. For more information, see Integrate with Financial Services 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.

    Roles installed

    These roles correspond to Business Loan Operations.

    Role title [name] Description Contains roles
    Loan admin

    [sn_bom_loan_b2b.admin]

    		 Application-specific system administrator role for business loans that can:
    • Configure the loan operations application
    • Create and modify loan service definitions
    • Has read, write, and create access to loan data
    • Grant loan operations roles
    • Delete loan cases and tasks
    Note:
    The sn_bom.admin role contains the sn_bom_loan_b2b.admin role when the Financial Services Business Loan Operations application is installed.
    • sn_bom.service_definition_admin
    • sn_bom_loan_b2b.agent
    • sn_bom_loan_b2b.manager
    Loan agent

    [sn_bom_loan_b2b.agent]
    • View the overall status of loan cases
    • Work on loan cases and tasks to fulfil loan requests.
    • sn_bom.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.b2b_agent
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan contributor

    [sn_bom_loan_b2b.contributor]
    • Submit loan service requests
    • View the status of loan service cases
    • Work on loan case and collect inbound documents for accounts managed by them 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.loan_account_viewer
    • sn_bom_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan agent connector

    [sn_bom_loan_b2b.agent_connector]
    • Submit loan service requests
    • Work on loan cases and tasks to fulfil loan 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_credit_asmt.b2b_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom_document.b2b_viewer
    • sn_bom.account_data_viewer
    • sn_bom.b2b_line_of_credit_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2b_collector
    Loan manager

    [sn_bom_loan_b2b.manager]
    • View the business loan operations dashboard
    • Use Process Mining for Business Loan Operations processes
    • sn_bom_loan_b2b.agent
    • pa_viewer
    Loan viewer

    [sn_bom_loan_b2b.viewer]

    		 View loan cases and related data
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.account_data_viewer
    • sn_bom.line_of_credit_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    These tables correspond to Business Loan Operations.

    Table Description
    Loan Base

    [sn_bom_loan_base]

    		 Loan Service Case table extends the Loan Base table. Loan Base table extends the Case [sn_customerservice_case] table.
    Loan Service Case

    [sn_bom_loan_service]

    		 Stores all business loan service cases. This table extends the Loan Base [sn_bom_loan_base] table.
    Loan Task

    [sn_bom_loan_task]

    		 Stores all business loan tasks. This table extends the Financial Task [sn_bom_task] table.