Understanding FSO Core relationships

  • Release version: Xanadu
  • Updated September 23, 2024
  • 2 minutes to read
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    Summary of Understanding FSO Core relationships

    This section details the key tables and relationships within the Financial Services Operations (FSO) Core application. Understanding these relationships is essential for effective data management and improved system functionality. The FSO Core application is included with any Financial Services Operations application, but it can also be installed independently for a basic configuration.

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    The FSO Core relies on the Customer Service Management (CSM) plugin and the Expanded Model and Asset Classes plugin.

    Key Features

    Starting with the Vancouver release, FSO Core model tables will utilize child tables of the base Service model to classify various service models within the Configuration Management Database (CMDB). This change enhances the organization and accessibility of service data.

    The Financial Services Operations data model incorporates several tables from the ServiceNow AI Platform, CSM, and CMDB applications, which include:

    • Business location: Stores business location records.
    • CSM Case: Manages cases for patients linked to customer contact records.
    • Characteristic: Defines product attributes.
    • Characteristic Option: Lists options for product attributes.
    • Consumer: Maintains patient records associated with consumer profiles.
    • Consumer profile: Contains multiple consumer profiles.
    • Household Member: Records patient members within a household.
    • Location: Provides addresses related to patients.
    • Product Specification: Defines the functional level of a product sold by service providers.
    • Sold product: Records the products purchased by patients, linked to customer accounts.
    • Specification: Serves as the base table for specifications in vertical applications.
    • Specification Characteristic: Contains characteristics for product, service, and resource specifications.
    • Task: Provides standard fields used across various tables.

    Key Outcomes

    By understanding the FSO Core relationships and the associated tables, ServiceNow customers can effectively manage their data, improve service delivery, and ensure better alignment with customer needs. This foundational knowledge is crucial for leveraging the full potential of the Financial Services Operations application within ServiceNow.

    This section describes the key tables in FSO Core and their relationships. Understanding these relationships helps you manage data effectively and enhances system functionality.

    The Financial Services Operations Core application is automatically installed with any of the  Financial Services Operations applications but can also be installed independently for a basic configuration using only its data model. It depends on the Customer Service Management (CSM) plugin (com.sn_customerservice) and Expanded Model and Asset Classes plugin (com.sn_ent).

    Important:
    Starting with the Vancouver release, the Financial Services Operations Core model tables will use child tables of Expanded Model and Asset's base Service model [cmdb_service_product_model] to classify different service models within the Configuration Management Database (CMDB). For more information, see Expanded Model and Asset Classes Store application

    Financial Services Operations Core data model diagram

    The following diagram shows the tables and their relationships that build the Financial Services Operations Core data model.

    Figure 1. Financial Services Operations Core table relationship
    Diagram illustrating the FSO Core data model.

    Using ServiceNow AI Platform, Customer Service Management (CSM) tables

    The Financial Services Operations data model uses the following tables included within the ServiceNow AI Platform, Customer Service Management (CSM), and Configuration Management Database (CMDB) applications to store data.

    Table 1. ServiceNow AI Platform, CSM, and Configuration Management Database (CMDB) tables used in the Financial Services Operations data model

    Table

    Description

    Application

    Business location [sn_csm_business_location]

    Provides the business location records.

    CSM

    Case [sn_customerservice_case]

    Provides the cases for patients associated with customer contact records.

    CSM

    Characteristic [sn_prd_pm_characteristic]

    Provides the attributes available for a product.

    CSM

    Characteristic Option [sn_prd_pm_characteristic_option]

    Provides the options for attributes available for a product.

    CSM

    Consumer [csm_consumer]

    Provides patient records associated with consumer records.

    CSM

    Consumer profile [sn_csm_consumer_profile]

    Provides multiple consumer profiles.

    CSM

    Household Member [csm_household_member]

    Provides records of the patient members who have been added to a household.

    CSM

    Location [cmn_location]

    Provides addresses associated with a patient.

    ServiceNow AI Platform

    Product Specification [sn_prd_pm_specification]

    Defines, at a functional level, a product a service provider sells to the customer.

    CSM

    Sold product [sn_install_base_sold_product]

    Provides the product purchased by a patient as a customer and references the Product Model [cmdb_model] table or Service Model [cmdb_service_product_model] table for a customer (customer account or consumer).

    ServiceNow AI Platform

    Specification [sn_prd_pm_specification]

    Provides the base table for specifications included in the industry vertical applications.

    CSM

    Specification Characteristic [sn_prd_pm_specification_characteristic]

    Provides the characteristics for product, service, and resource specifications.

    CSM

    Task [task]

    Provides a series of standard fields used on each of the tables that extend it.

    ServiceNow AI Platform