---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Components installed with Financial Services Know Your Customer

# Components installed with Financial Services Know Your Customer {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Several types of components are installed with activation of the Financial Services Know Your Customer (com.sn_bom_kyc) plugin, including tables and
user roles.
Note:  
The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see [Find components installed with an
application](https://www.servicenow.com/docs/access?context=find-components&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US).  
This application is automatically installed when you install any of the following Financial Services Operations (KYC) applications. Financial Services Know Your Customer manages the KYC tasks that are used in workflows across Financial Services Operations applications.

* Financial Services Business Loan Operations
* Financial Services Personal Loan Operations
* Financial Services Client Lifecycle
* Financial Services Business Lifecycle
{#fso-kyc-installed-with__ul_clw_2zk_kmb}

Demo data is available for this feature.

## Roles installed {#fso-kyc-installed-with__section_kyc_roles}

{#fso-kyc-installed-with__table_u1t_gb1_wdb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Know Your Customer Admin \[sn_bom_kyc.admin\] | This role gives access to all KYC operations data and grants admin privileges. | * sn_bom.service_definition_admin * sn_bom_kyc.b2c_customer_agent * sn_bom_kyc.b2b_account_agent * sn_bom_kyc.b2b_contact_agent {#fso-kyc-installed-with__ul_c3l_g1t_3qb} |
| Know Your Customer Contact Agent \[sn_bom_kyc.b2b_contact_agent\] | This role gives access to all Business KYC operations contact data. | * sn_bom_clo_b2b.contact_lifecycle_viewer * sn_bom_clo_b2b.account_lifecycle_viewer * sn_bom_credit_asmt.b2b_viewer * sn_bom_kyc.b2b_account_viewer * sn_bom_document.b2b_viewer * sn_bom.b2b_agent {#fso-kyc-installed-with__ul_jtr_qbt_3qb} |
| KYC Account Agent \[sn_bom_kyc.b2b_account_agent\] | This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data. | * sn_bom_credit_asmt.b2b_viewer * sn_bom_clo_b2b.account_lifecycle_viewer * sn_bom_document.b2b_viewer * sn_bom.b2b_agent * sn_bom_kyc.b2b_contact_agent {#fso-kyc-installed-with__ul_hns_2ct_3qb} |
| KYC Contact Viewer \[sn_bom_kyc.b2b_contact_viewer\] | This role grants read-only views of Financial Services Know Your Customer account contact information. | sn_bom.service_definition_read |
| KYC Account Viewer \[sn_bom_kyc.b2b_account_viewer\] | This role grants read-only views of Financial Services Know Your Customer account information. | * sn_bom.service_definition_read * sn_bom_kyc.b2b_contact viewer {#fso-kyc-installed-with__ul_pmk_mct_3qb} |
[Table 1. Roles installed with Financial Services Know Your Customer application]

{#fso-kyc-installed-with__table_u1t_gb1_wdb}

## Tables installed {#fso-kyc-installed-with__section_s1x_dzh_wdb}

{#fso-kyc-installed-with__table_fbz_45z_vdb__entry__2}

| Table | Description |
|-|-|
| KYC Account Task \[sn_bom_kyc_account_task\] | Stores Financial Services Know Your Customer account tasks pending completion. This table extends the \[Financial Task\] table. |
| KYC Contact Task \[sn_bom_kyc_contact_task\] | Stores Financial Services Know Your Customer contact tasks pending completion. This table extends the \[Financial Task\] table. |
| KYC Customer Task \[sn_bom_kyc_customer_task\] | Stores Financial Services Know Your Customer customer tasks pending completion. This table extends the \[Financial Task\] table. |
[Table 2. Tables installed with Financial Services Know Your Customer application]

{#fso-kyc-installed-with__table_fbz_45z_vdb}