Personal Lines Servicing release notes

  • Release version: Store
  • Updated June 11, 2026
  • 2 minutes to read

    • Version history for the Personal Lines Servicing 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 2.7.0 - June 2026
    New: Added child tables for indexing for Financial Case indexed source
    Version 2.6.0 - April 2026
    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 2.5.0 - March 2026
    Updated: Updated the read-only option to 'Strict Read Only' for read-only fields
    Version 2.3.1 - August 2025
    Changed: Included additional translations to support localization for Q4.
    Version 2.2.1 - November 2024
    Changed: ACL bypass via UX Screen Condition.
    Version 2.2.0 - 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
    • Changed: Modified configuration for localization support
    • Removed: Deprecated sn_bom_policy_b2c.requestor role and related UI actions
    Version 2.1.0 - February 2024
    • Fixed: Fixed security issue in portal page
    • Changed:
      • Upgraded snc-app-parent version to 5.1.0.16
      • Modified configuration for localization support
      • Migrated agent assist template to UIB layout 3.0
    Version 1.6.3 - December 2023 (Vancouver)
    Fixed: Updated Policy info service portal widget to private.
    Version 1.5.4 - December 2023 (Utah)
    Fixed: Updated Policy info service portal widget to private.
    Version 1.3.3 - December 2023 (Tokyo)
    Fixed: Updated Policy info service portal widget to private.
    Version 1.5.1 - November 2023
    Changed: Moved product model demo data from 'sn_bom_ins_policy_model' table to 'sn_ent_b2c_ins_policy_model' table.
    Version 1.5.0 - May 2023
    • New:
      • Added UX page properties for the Agent Assist on Voltron record page.
      • Added localization changes.
    Version 1.4.0 - February 2023
    Changed:
    • Updated contributor roles
    • Updated UI actions for case
    Version 1.3.0 - November 2022
    Fixed:
    • Fixed dark theme issues
    • Fixed the form layout for auto policy
    Version 1.2.0 - August 2022
    • New:
      • Added dependency for reject reason choice field based on stage
      • Added support for document signing with integration to Document Template
    • Changed:
      • Renamed Net premium field to Balance due
      • Renamed Decline button to Cancel request
    • Fixed: Fixed application forms and views
    • Removed: Removed customer 360 page
    Version 1.1.2 - March 2022
    • New:
      • New service definition on Auto Policy Service Case for Change coverage request
      • New service definition on Homeowner Policy Service Case for Change coverage request
      • New playbooks for both service definitions
    Version 1.1.1 - February 2022
    • New:
      • Migrated workspace from Agent workspace to CSM configurable workspace
      • Added new roles "Agent Connector" and "Contributor"
    • Changed:
      • Changed case type to be specific to personal lines
      • Changed roles to be specific to personal lines