Components installed with Financial Services Payment Operations

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Components installed with Financial Services Payment Operations

    The Financial Services Payment Operations application installs various essential components to support payment processing workflows within ServiceNow. These include tables, user roles, related plugins, and store applications. The installation ensures a comprehensive setup that enables managing payment claims, inquiries, transactions, and approvals efficiently.

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    Plugins Installed

    • Customer Service [com.sncustomerservice]: Extends Customer Service Management application tables to integrate with Financial Services Operations, enhancing customer-related data use within payment operations.

    Store Applications Installed

    • Financial Services Operations Core: Provides the core customer data necessary to initiate and process payment requests within the application.

    Roles Installed

    The application installs multiple specific roles to manage permissions and responsibilities related to payment operations:

    • Payment admin [snbompayment.admin]: Acts as the system administrator for payment operations, capable of granting roles and deleting payment cases and tasks. This role is included in the broader snbom.admin role.
    • Claim agent and Claim agent connector: Enable creation, viewing, and handling of claim cases and related tasks, with the connector role scoped to accounts they manage and requiring combination with CSM industry data model roles.
    • Payment contributor: Allows submission of payment inquiry and claim requests, and viewing their status. Must be combined with a CSM Contributor user role for functionality.
    • Inquiry agent and Inquiry agent connector: Enable management of payment inquiry cases, with the connector role scoped similarly to claim agent connector and requiring CSM industry data model roles.
    • Claim viewer and Inquiry viewer: Provide read-only access to claim and inquiry cases and related data respectively.
    • Payment manager: Grants access to the Payment Operations dashboard and Process Mining tools for payment workflows.

    Tables Installed

    The application installs specialized tables that structure and store all payment-related data:

    • Payment Base [snbompaymentbase]: The foundational table extended by others to represent claims, inquiries, and payment services.
    • Claim [snbompaymentclaim] and Claim Task [snbompaymentclaimtask]: Store payment claim cases and their associated tasks.
    • Debit Instruction [snbompaymentdebitinstruction]: Holds all debit instructions related to refunds.
    • Payment Inquiry Case [snbompaymentinquiry] and Inquiry Task [snbompaymentinquirytask]: Store payment inquiry cases and tasks.
    • Receiving Transaction [snbompaymentm2mreceivingtransaction] and Sender Transaction [snbompaymentm2msendertransaction]: Record financial transactions received and sent by customers respectively.
    • Payment Service [snbompaymentservice]: Stores cases related to debit approvals.

    Several types of components are installed with the installation of the Financial Services Payment Operations application, including tables and user roles. The application also installs related plugins and store applications if they are not already installed.

    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.

    Demo data is available for this application.

    Plugins installed

    Table 1. Plugins installed with Financial Services Payment Operations
    Plugin Description
    Customer Service

    [com.sn_customerservice]

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Store applications installed

    Table 2. Store applications installed with Financial Services Payment Operations
    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make payment requests. For more information, see .

    Roles installed

    Table 3. Roles installed with Financial Services Payment Operations
    Role title [name] Description Contains roles

    Payment admin [sn_bom_payment.admin]

    		 Application-specific system administrator role that can:
    • Grant payment operations roles
    • Delete payment cases and tasks
    Note:
    The sn_bom.admin role contains the sn_bom_payment.admin role when the Financial Services Payment Operations application is installed.
    • sn_bom_payment.inquiry_agent
    • sn_bom_payment.inquiry_viewer
    • sn_bom_payment.claim_agent
    • sn_bom_payment.claim_viewer
    Claim agent

    [sn_bom_payment.claim_agent]
    • View the overall status of claim cases
    • Create claim cases
    • Work on claim cases, debit approvals, and claim tasks
    • Record interactions
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom_payment.inquiry_viewer
    • sn_esm_agent
    • sn_bom_payment.claim_viewer
    Payment contributor

    [sn_bom_payment.contributor]
    • Submit payment inquiry requests
    • Submit payment claim requests for internal claims
    • View the status of payment inquiry and claim cases
    Important:
    For the contributor role to work, it must be combined with one of the CSM Contributor users roles. For more information, see Roles and Personas.
    • sn_sla_definition_read
    • sn_bom.b2c_contributor
    • sn_bom.account_data_viewer
    • sn_bom_payment.inquiry_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.b2b_contributor
    • sn_bom.deposit_account_viewer
    • sn_bom_payment.claim_viewer
    Claim agent connector

    [sn_bom_payment.claim_agent_connector]
    • Create claim cases
    • Work on claim cases, debit approvals, and claim tasks for accounts managed by them
    Important:
    For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.
    • sn_bom.ref_data_viewer
    • sn_sla_definition_read
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_payment.inquiry_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_payment.claim_viewer
    Inquiry agent connector

    [sn_bom_payment.inquiry_agent_connector]
    • Create inquiry cases
    • Work on payment inquiry cases and inquiry tasks for accounts managed by them
    Important:
    For the agent connector role to work, it must be combined with one of the CSM industry data model roles. For more information, see Roles and Personas.
    • sn_bom.ref_data_viewer
    • sn_sla_definition_read
    • sn_bom.viewer
    • sn_bom.account_data_viewer
    • sn_bom.agent
    • sn_bom_payment.inquiry_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom_payment.claim_viewer
    Claim viewer

    [sn_bom_payment.claim_viewer]

    		 View claim cases and related data
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.customer_data_viewer
    Inquiry agent

    [sn_bom_payment.inquiry_agent]
    • View the overall status of payment inquiry cases
    • Work on payment inquiry cases and inquiry tasks
    • Record interactions
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom_payment.inquiry_viewer
    • sn_esm_agent
    • sn_bom_payment.claim_viewer
    Inquiry viewer

    [sn_bom_payment.inquiry_viewer]

    		 View inquiry cases and related data
    • sn_bom.account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.customer_data_viewer
    Payment manager

    [sn_bom_payment.manager]
    • View the Payment Operations dashboard
    • Use Process Mining for Payment Operations processes
    • sn_bom_payment.inquiry_agent
    • pa_viewer
    • sn_bom_payment.claim_agent

    Tables installed

    Table 4. Tables installed with Financial Services Payment Operations
    Table Description
    Payment Base

    [sn_bom_payment_base]

    		 Claim, Payment Inquiry Case, and Payment Service tables extend the Payment Base table.
    Claim

    [sn_bom_payment_claim]

    		 Stores all payment claim cases.
    Claim Task

    [sn_bom_payment_claim_task]

    		 Stores all claims tasks.
    Debit Instruction

    [sn_bom_payment_debit_instruction]

    		 Stores all debit instructions for all refunds.
    Payment Inquiry Case

    [sn_bom_payment_inquiry]

    		 Stores all payment inquiry cases.
    Inquiry Task

    [sn_bom_payment_inquiry_task]

    		 Stores all payment inquiry tasks.
    Receiving Transaction

    [sn_bom_payment_m2m_receiving_transaction]

    		 Stores all financial transactions that the receiving customers and accounts received.
    Sender Transaction

    [sn_bom_payment_m2m_sender_transaction]

    		 Stores all financial transactions (deposit) that sender customers sent.
    Payment Service

    [sn_bom_payment_service]

    		 Stores all payment service cases for debit approvals.