Content pack for Financial Services Operations

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Using the Process Mining content pack with Financial Services Operations (FSO) enables you to analyze processes relevant to your KPIs, and identify bottlenecks associated with FSO cases.

    Important:
    Starting with the Vancouver release, the Process Optimization application has been renamed to Process Mining.

    For information about enabling the FSO Process Mining Content Pack, see Activate Process Mining content packs.

    Optimization projects

    The content pack adds pre-built Process Mining project model definitions for these Financial Services Operations applications.
    • Financial Services Business Deposit Operations
    • Financial Services Business Loan Operations
    • Financial Services Business Lifecycle
    • Financial Services Card Operations
    • Financial Services Client Lifecycle
    • Financial Services Complaint Management
    • Financial Services Payment Operations
    • Financial Services Personal Loan Operations
    • Financial Services Personal Deposit Operations
    • Financial Services Treasury Operations
    • Individual Life Servicing
    • Group Life Servicing
    • Commercial Lines Claims
    • Personal Lines Claims
    • Intelligent Servicing for Fraud
    You can also configure a new process project that is based on a pre-built project. For more information, see Create a project or template using Project Builder.

    Roles

    Based on the Financial Services Operations application that you're using the Process Mining application for, you need the following roles.
    Table 1. Financial Services Operations required roles for Process Mining
    Financial Services Operations application Required role
    Financial Services Card Operations Dispute management: sn_bom_credit_card.dispute_manager and sn_process_optimization_analyst
    Financial Services Payment Operations sn_bom_payment.payments_manager and sn_process_optimization_analyst
    Financial Services Business Loan Operations sn_bom_loan_b2b.manager and sn_process_optimization_analyst
    Financial Services Personal Loan Operations sn_bom_loan.b2c_manager and sn_process_optimization_analys
    Financial Services Business Lifecycle sn_bom_clo_b2b.manager and sn_process_optimization_analyst
    Financial Services Client Lifecycle sn_bom_clo_b2c.manager and sn_process_optimization_analyst
    Financial Services Complaint Management sn_bom_compl.manager and sn_process_optimization_analyst
    Financial Services Business Deposit Operations sn_bom_deposit_b2b.manager and sn_process_optimization_analyst
    Financial Services Personal Deposit Operations sn_bom_deposit_b2c.manager and sn_process_optimization_analyst
    Commercial Lines Claims sn_ins_claim_cml.manager and sn_process_optimization_analyst
    Personal Lines Claims sn_ins_claim_pers.manager and sn_process_optimization_analyst
    Financial Services Treasury Operations sn_bom_treasury.admin and sn_process_optimization_analyst
    Individual Life Servicing sn_ins_indiv_life.manager and sn_process_optimization_analyst
    Group Life Servicing sn_ins_group_life.manager and sn_process_optimization_analyst
    Intelligent Servicing for Fraud sn_bom_fraud.manager and sn_process_optimization_analyst