Install Finance Case Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Install the Finance Case Management application (sn_fin_ops) if you have the admin role. The application includes demo data and installs related ServiceNow® Store Store applications and plugins if they are not already installed.

    Before you begin

    • Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
    • Review the Finance Case Management listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

    Role required: admin

    About this task

    The following items are installed with Finance Case Management:
    • Plugins
    • Roles
    • Tables
    The Finance Case Management application (sn_fin_ops) installs the following dependent plugins:
    • Finance Operations Workspace (sn_fin_ops_ws)
    • Common Service Delivery (sn_spend_sdc)

    Procedure

    1. Navigate to All > Application Manager.
      Menu path to Application Manager
    2. Find the Finance Case Management application (sn_fin_ops) using the filter criteria and search bar.

      You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store.

      In the list next to the Install button, the versions that are available to you are displayed.

    3. Select a version from the list and select Install.

      In the Review Installation Details dialog box, any dependencies installed with your application are listed.

    4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies.
    5. Optional: If demo data is available and you want to install it, select the Load demo data check box.
      Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.
    6. Select Install.
      Select the Installed tab and see the installed application and dependent plugins.List of installed application and dependent plugins