Financial Services Personal Deposit Operations release notes

  • Release version: Store
  • Updated April 9, 2026
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Financial Services Personal Deposit Operations Release Notes

    The Financial Services Personal Deposit Operations (FSO) application on the ServiceNow Store receives regular updates to improve functionality, security, localization, and user experience. These release notes detail the version history and key changes from May 2022 through April 2026, enabling customers to understand enhancements, fixes, and deprecated features relevant to managing personal deposit operations efficiently.

    Show full answer Show less

    Key Features and Enhancements

    • Data Integration and Insights: Version 3.7.0 introduces a deposit service table as a data source for the Account Information Service (AIS), improving integration and insights capabilities.
    • Case Management: The application standardized case handling by adopting the native Customer Service Management (CSM) Case Type Selector with Agent and User Criteria support, replacing legacy logic (v3.7.0).
    • Security Improvements: Security-related updates include a decision table for document rules, upgrades to document processing workflows, and fixes to access control list (ACL) issues impacting user experience (v3.3.0, v2.0.0).
    • Localization and UI Enhancements: Additional translations support global use cases, and the UI has been modernized with updated landing pages, UX page properties, and a new dashboard experience (versions 3.4.1, 3.2.0, 2.4.0, 3.1.0).
    • Role and Permission Updates: Introduction of the scope flow executor role, removal of deprecated roles, and refinement of contributor roles to align with evolving security and operational standards.
    • Document Management: Integration with document signing and template capabilities has been added, along with the removal of outdated document creation actions to streamline processes (v2.1.0, v2.0.0).

    Practical Impact for ServiceNow Customers

    Customers using the FSO application can expect more reliable and standardized case management workflows, enhanced data insights through new table integrations, improved security through updated ACLs and document handling rules, and better localization support for international deployments. The modernization of UI components and dashboards enhances user experience and operational efficiency. Additionally, deprecated roles and legacy components have been removed to reduce maintenance overhead and simplify administration.

    Reviewing version-specific updates ensures customers apply relevant configurations and leverage new features effectively, maintaining compliance and optimizing personal deposit operations within ServiceNow.

    Version history for the Financial Services Personal Deposit Operations application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 3.7.0 - April 2026
    • New: Added deposit service table as a source for AIS, enabling better data integration and insights.
    • Updated: FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
    Version 3.6.0 - March 2026
    Updated: Updated the read-only option to 'Strict Read Only' for read-only fields
    Version 3.4.1 - August 2025
    Changed: Included additional translations to support localization for Q4.
    Version 3.3.0 - November 2024
    • New: Added scope flow executor role to subflows
    • Fixed: ACL bypass with UX screen condition security fix
    Version 3.2.2 - September 2024
    Fixed: FSO Remote Lookup was not working on Voltron. Added event mapping for remote lookup to work on Votron.
    Version 3.2.0 - May 2024
    • New:
      • Migrated data from FSO service category (sn_bom_service_definition_category) table to CSM service category(sn_csm_case_types_service_category) and relationship tables
      • Added new menus for Next experience dashboard
    • Changed: Modified configuration for localization support
    • Removed: Deprecated sn_bom_deposit_b2c.requestor role and related UI actions
    Version 3.1.0 - February 2024
    • Changed:
      • Migrated landing pages to UIB layout 3.0
      • Upgraded snc-app-parent version to 5.1.0.16
    Version 2.4.2 - November 2023
    Changed: Moved product model demo data to new model tables created in the Expanded Model and Asset Classes application.
    Version 2.4.1 - August 2023
    Fixed: The landing page's case report filter condition for the assignment group field has been revised to be dynamic.
    Version 2.4.0 - May 2023
    New:
    • Added UX page properties for the Agent Assist on Voltron record page.
    • Added localization changes.
    Version 2.3.0 - February 2023
    • Changed:
      • Updated contributor roles
      • Updated UI actions for case
    Version 2.2.0 - November 2022
    • New: Add the business location functionality
    • Fixed: Fixed dark theme issues
    Version 2.1.0 - August 2022
    New: Added configuration for document signing with integration to Document Template
    Version 2.0.0 - May 2022
    • New:
      • Security-related additions
      • Added decision table for defining document rules
    • Changed: Updated Flows and Process automation designer to use "Document Processor" actions and activity definitions for document verification
    • Fixed: Added icon for all catalog items
    • Removed:
      • Removed inbound/outbound document creation actions and activity definitions for flows and Process automation
      • Removed Financial Services Document Management plugin dependency