Import your financial accounts, financial products, financial institutions, and
financial transactions into ServiceNow
Financial Services Operations Core tables. You need this foundation data to make the
Financial Services Operations applications work.
Before you begin
Ensure that the application scope is set to the Financial Services Operations Core. For more information, see Application
picker.
Role required: sn_bom.admin
Procedure
-
Navigate to .
-
Select Create table and enter a label for the new table
in the Label field.
-
In the Source of the import field, select a source so
that you can upload data from an external data source into an import set.
-
Click Submit.
-
Create a transform
map to define the field
mapping between columns of the import set and columns of the target table.
For information on target tables, see the Tables installed section in Components installed with Financial Services Operations
Core.
-
Transform the data from the import set table to the target table.
- Optional:
Verify that the data records are imported into the target tables by navigating
to the target tables.
- For financial accounts, navigate to and click the account to which you imported the financial
accounts. For example, to view imported records for checking accounts, click
Checking Accounts.
- For financial transactions, navigate to and perform the following steps:
- Click the account for which you imported the financial transactions,
for example, Checking Account.
- Open an account from the list and click the Transactions related
list.
- For financial products, navigate to and click the product to which you imported the financial
products. For example, to view imported records for deposit model, click
Deposit Model.
- For financial institutions, navigate to .