---
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 Payment Operations

# Components installed with Financial Services Payment Operations {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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](https://www.servicenow.com/docs/access?context=find-components&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US).

Demo data is available for this application.

## Plugins installed {#installed-with-payment-operations__section_dr4_2sw_llb}

{#installed-with-payment-operations__table_qdc_ksw_llb__entry__2}

| Plugin | Description |
|-|-|
| Customer Service \[com.sn_customerservice\] | Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. |
[Table 1. Plugins installed with Financial Services Payment Operations]

{#installed-with-payment-operations__table_qdc_ksw_llb}

## Store applications installed {#installed-with-payment-operations__section_fvr_gtw_llb}

{#installed-with-payment-operations__table_ulz_4tw_llb__entry__2}

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

{#installed-with-payment-operations__table_ulz_4tw_llb}

## Roles installed {#installed-with-payment-operations__section_wly_yyh_wdb}

{#installed-with-payment-operations__table_u1t_gb1_wdb__entry__3}

| 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 {#installed-with-payment-operations__ul_kjh_zh2_gmb} 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 {#installed-with-payment-operations__ul_d3z_p5z_vdb} |
| 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 {#installed-with-payment-operations__ul_ugq_lj2_gmb} | * sn_bom.account_viewer * sn_bom.ref_data_viewer * sn_bom_payment.inquiry_viewer * sn_esm_agent * sn_bom_payment.claim_viewer {#installed-with-payment-operations__ul_lwd_mr4_ylb} |
| 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 {#installed-with-payment-operations__ul_ikz_h32_gma} 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](https://www.servicenow.com/docs/_k8aAtmWw~gvbSaui5WAKQ "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * 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 {#installed-with-payment-operations__ul_k3h_1bb_xrb} |
| 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 {#installed-with-payment-operations__ul_sgj_lnj_gsb} 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](https://www.servicenow.com/docs/_k8aAtmWw~gvbSaui5WAKQ "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * 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 {#installed-with-payment-operations__ul_uz1_cdb_xrb} |
| 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 {#installed-with-payment-operations__ul_zxx_xnj_gsb} 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](https://www.servicenow.com/docs/_k8aAtmWw~gvbSaui5WAKQ "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles."). | * 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 {#installed-with-payment-operations__ul_ayx_xnj_gsb} |
| 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 {#installed-with-payment-operations__ul_rpj_rr4_ylb} |
| 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 {#installed-with-payment-operations__ul_pdp_wj2_gmb} | * sn_bom.account_viewer * sn_bom.ref_data_viewer * sn_bom_payment.inquiry_viewer * sn_esm_agent * sn_bom_payment.claim_viewer {#installed-with-payment-operations__ul_r5q_vr4_ylb} |
| 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 {#installed-with-payment-operations__ul_wzg_3s4_ylb} |
| Payment manager \[sn_bom_payment.manager\] | * View the Payment Operations dashboard * Use Process Mining for Payment Operations processes {#installed-with-payment-operations__ul_qgj_jdb_v4b} | * sn_bom_payment.inquiry_agent * pa_viewer * sn_bom_payment.claim_agent {#installed-with-payment-operations__ul_klq_bdb_v4b} |
[Table 3. Roles installed with Financial Services Payment Operations]

{#installed-with-payment-operations__table_u1t_gb1_wdb}

## Tables installed {#installed-with-payment-operations__section_s1x_dzh_wdb}

{#installed-with-payment-operations__table_fbz_45z_vdb__entry__2}

| 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. |
[Table 4. Tables installed with Financial Services Payment Operations]

{#installed-with-payment-operations__table_fbz_45z_vdb}