---
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 Personal Lines Servicing

# Components installed with Personal Lines Servicing {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Several types of components are installed with the installation of the Financial Services Insurance Policy Operations Personal Lines Servicing store applications, including tables and user roles. The applications also install 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).

## Plugins installed {#installed-with-ins-policy-ops__section_dr4_2sw_llb}

{#installed-with-ins-policy-ops__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 the Personal Lines Servicing store applications]

{#installed-with-ins-policy-ops__table_qdc_ksw_llb}

## Store applications installed {#installed-with-ins-policy-ops__section_fvr_gtw_llb}

{#installed-with-ins-policy-ops__table_ulz_4tw_llb__entry__2}

| Store application | Description |
|-|-|
| Financial Services Operations Core | Stores the customer data that is needed to make policy service requests. For more information, see . |
| Personal Lines Underwriting | Enables management of personal underwriting services tasks that are used in insurance policy service cases. For more information, see [Components installed with Personal Lines Underwriting](https://www.servicenow.com/docs/v~86~Ix6fzqnnIl~8zlpzg "Several types of components are installed with installation of the Personal Lines Underwriting application (sn_ins_underwrite), including tables and user roles."). |
| Document Processor | Enables the management of document services tasks that are used in insurance operations workflows. For more information, see [Integrate with Financial Services Document Processor](https://www.servicenow.com/docs/4vIeVjvUeFDTfVr925nBGA "ServiceNow Financial Services Document Processor enables other Financial Services Operations applications to collect and verify documents that are used in workflows across these applications. You can submit documents for verification​, and request deferment​ or exception."). |
| Playbooks for Customer Service Management | Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see [Playbooks for Customer Service Management](https://www.servicenow.com/docs/access?context=customer-service-case-playbooks&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US). |
[Table 2. Store applications installed with the Personal Lines Servicing store applications]

{#installed-with-ins-policy-ops__table_ulz_4tw_llb}

## Roles installed {#installed-with-ins-policy-ops__section_wly_yyh_wdb}

{#installed-with-ins-policy-ops__table_u1t_gb1_wdb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Personal insurance policy admin \[sn_ins_policy_b2c.admin\] | Application-specific system administrator role for personal insurance policy that can: * Grant personal property and casualty insurance servicing roles * Delete personal policy cases and tasks * Configure personal Property and Casualty Insurance Servicing application * Create and modify personal policy service definitions * Has read, write, and create access to personal policy data {#installed-with-ins-policy-ops__ul_imn_3kx_rsb} Note: The sn_bom.admin role contains the sn_ins_policy_b2c.admin role when the Property and Casualty Insurance Servicing application is installed. | * sn_bom.service_definition_admin * sn_ins_policy_b2c.info_writer * sn_ins_policy_b2c.auto_policy_processor * sn_ins_policy_b2c.homeowner_policy_processor {#installed-with-ins-policy-ops__ul_jmn_3kx_rsb} |
| Personal insurance contributor \[sn_ins_policy_b2c.contributor\] | Create and track policy service cases for accounts managed by them. 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.customer_data_viewer * sn_ins_policy_b2c.info_writer * sn_bom.homeowner_ins_policy_viewer * sn_bom.auto_ins_policy_viewer * sn_bom.b2c_contributor * sn_bom_document.b2c_viewer * sn_customerservice.csm_workspace_user * sn_ins_underwrite.viewer * sn_bom_document.b2c_collector |
| Auto policy processor \[sn_ins_policy_b2c.auto_policy_processor\] | * Submit auto insurance policy service requests * View the status of auto insurance policy cases, underwriting tasks, and document services tasks * Record interactions {#installed-with-ins-policy-ops__ul_c5l_2kx_rsb} | * sn_ins_policy_b2c.info_writer * sn_bom.auto_ins_policy_viewer * sn_bom_document.b2c_viewer * sn_bom.b2c_agent * sn_ins_underwrite.viewer {#installed-with-ins-policy-ops__ul_ffq_2gx_rsb} |
| Auto insurance policy viewer \[sn_ins_policy_b2c.auto_policy_viewer\] | View auto insurance policy cases and related data | * sn_bom.ref_data_viewer * sn_bom.service_definition_read * sn_bom.customer_data_viewer * sn_ins_policy_b2c.ins_policy_viewer * sn_ins_policy_b2c.info_viewer {#installed-with-ins-policy-ops__ul_lbh_vkx_rsb} |
| Homeowner policy processor \[sn_ins_policy_b2c.homeowner_policy_processor\] | * Submit homeowner insurance policy service requests * View the status of homeowner insurance policy cases, underwriting tasks, and document services tasks * Record interactions {#installed-with-ins-policy-ops__ul_kr4_2kx_rsb} | * sn_ins_policy_b2c.info_writer * sn_bom.homeowner_ins_policy_viewer * sn_bom_document.b2c_viewer * sn_bom.b2c_agent * sn_ins_underwrite.viewer {#installed-with-ins-policy-ops__ul_rwf_ghx_rsb} |
| Homeowner insurance policy viewer \[sn_ins_policy_b2c.homeowner_policy_viewer\] | View homeowner insurance policy cases and related data | * sn_bom.ref_data_viewer * sn_bom.service_definition_read * sn_bom.customer_data_viewer * sn_ins_policy_b2c.ins_policy_viewer * sn_ins_policy_b2c.info_viewer {#installed-with-ins-policy-ops__ul_q13_clx_rsb} |
[Table 3. Roles installed with the Personal Lines Servicing store applications]

{#installed-with-ins-policy-ops__table_u1t_gb1_wdb}

## Tables installed {#installed-with-ins-policy-ops__section_s1x_dzh_wdb}

{#installed-with-ins-policy-ops__table_fbz_45z_vdb__entry__2}

| Table | Description |
|-|-|
| Policy Base \[sn_ins_policy_b2c_base\] | Policy Service Case table extends the Policy Base table. Policy Base table extends the Case \[sn_customerservice_case\] table. |
| Auto Policy Case \[sn_ins_policy_b2c_service\] | Stores all policy service cases for consumer services for all Financial Services Operations applications. This table extends the Policy Base \[sn_ins_policy_b2c_base\] table. |
| Auto Policy Task \[sn_ins_policy_b2c_task\] | Stores all policy tasks for policy services for all Financial Services Operations applications. This table extends the Financial Task \[sn_bom_task\] table. |
| Homeowner Policy Case \[sn_ins_policy_b2c_home_service\] | Homeowners case type table which holds all servicing cases for Homeowner policies. This table is extended off Policy Base table. |
| Homeowner Policy Task \[sn_ins_policy_b2c_home_service_task\] | This table extends the Financial Task \[sn_bom_task\] table. Stores all tasks related to a Homeowners case. |
| Insured Property Info \[sn_ins_policy_b2c_insured_property_info\] | This is an Info table which stores the changes to insured properties which can take place as part of servicing a case against a policy. |
| Participant Insured Property Info \[sn_ins_policy_b2c_participant_insured_property_info\] | This is an Info table which stores the changes to a role that a participant plays on an insured property which can take place as part of servicing a case against a policy. |
| Policy Coverage Info \[sn_ins_policy_b2c_policy_coverage_info\] | This is an Info table which stores the changes to policy participants which can take place as part of servicing a case against a policy. |
| Policy Participant Info \[sn_ins_policy_b2c_policy_participant_info\] | This is an Info table which stores the changes to policy coverages which can take place as part of servicing a case against a policy. |
[Table 4. Tables installed with the Personal Lines Servicing store applications]

{#installed-with-ins-policy-ops__table_fbz_45z_vdb}