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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Components installed with Financial Services Business Deposit Operations

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

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Components Installed with Financial Services Business Deposit Operations

The Financial Services Business Deposit Operations application installs various components essential for managing deposit operations, including tables, user roles, plugins, and store applications.
This comprehensive setup ensures that users have everything needed to effectively handle deposit service requests.
Show full answer Show less  

## Key Features

* **Installed Plugins:**
  * **Customer Service:** Extends tables from Customer Service Management into Financial Services Operations.
* **Installed Store Applications:**
  * **Financial Services Operations Core:** Manages customer data for deposit service requests.
  * **Document Processor:** Handles document services tasks within workflows.
  * **Playbooks for Customer Service Management:** Visualizes business process workflows for consistent responses.
  * **CSM Contributor User:** Allows middle office teams to create cases for customer requests.
* **Installed Roles:**
  * **Deposit Admin:** Manages deposit operations, including role assignments and case management.
  * **Deposit Agent:** Handles creation and management of deposit service cases.
  * **Deposit Contributor:** Assists in case management until the review stage, requiring combination with CSM Contributor roles.
  * **Deposit Agent Connector:** Facilitates case management for accounts under their management, requiring CSM industry data model roles.
  * **Deposit Manager:** Accesses performance analytics and process mining projects.
  * **Deposit Viewer:** Provides read-only access to all deposit service cases and related data.
* **Installed Tables:**
  * **Deposit Base:** Extends the Deposit Base table for business deposit service cases.
  * **Deposit Operating Instruction:** Stores operating instructions for business deposit cases.
  * **Business Deposit Service Case:** Manages all business deposit cases, extending the Deposit Base table.
  * **Business Deposit Task:** Stores tasks for business deposit cases, extending the Financial Task table.

## Key Outcomes

By leveraging the components installed with the Financial Services Business Deposit Operations application, customers can efficiently manage business deposit requests, streamline workflows, and ensure consistent service delivery. The integration of roles and tables enhances operational efficiency and provides comprehensive oversight of deposit operations.  
Several types of components are installed with installation of the Financial Services Business Deposit Operations application, including tables, user roles,
and scheduled jobs. The application also installs related plugins and store applications if they
aren't 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=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US).

## Plugins installed {#installed-with-business-deposit-ops__section_dr4_2sw_llb}

{#installed-with-business-deposit-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. |
[ ]

{#installed-with-business-deposit-ops__table_qdc_ksw_llb}

## Store applications installed {#installed-with-business-deposit-ops__section_fvr_gtw_llb}

{#installed-with-business-deposit-ops__table_ulz_4tw_llb__entry__2}

| Store application | Description |
|-|-|
| Financial Services Operations Core | Stores the customer data that is needed to make deposit service requests. For more information, see [Financial Services Operations Core](https://www.servicenow.com/docs/Yb63Qb9rsx53Y8vq12GSwQ "The Financial Services Operations (FSO) Core application provides a framework to enable financial institutions to organize and manage their data effectively to meet their business needs. This section introduces FSO Core and explains its purpose and key data design components."). |
| Document Processor | Enables management of document services tasks that are used in Financial Services Business Deposit Operations workflows. For more information, see [Integrating with Document Processor](https://www.servicenow.com/docs/4AqZmuS~6fn08t7Tsb8h4Q "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=yokohama&pubname=yokohama-customer-service-management&ft:locale=en-US). |
| CSM Contributor User | Enables middle office teams to create cases for customer requests. For more information, see [CSM Contributor User](https://www.servicenow.com/docs/access?context=config-contributor-user&version=yokohama&pubname=yokohama-customer-service-management&ft:locale=en-US) [Configure Contributor Users](https://www.servicenow.com/docs/access?context=config-contributor-user&version=yokohama&pubname=yokohama-customer-service-management&ft:locale=en-US). |
[ ]

{#installed-with-business-deposit-ops__table_ulz_4tw_llb}

## Roles installed {#installed-with-business-deposit-ops__section_wly_yyh_wdb}

{#installed-with-business-deposit-ops__table_u1t_gb1_wdb__entry__3}

| Role title \[name\] | Description | Contains roles |
|-|-|-|
| Deposit admin \[sn_bom_deposit_b2b.admin\] | Application-specific system administrator role for deposit operations that can: * Grant deposit operations roles * Delete deposit service cases and tasks * Configure the deposit operations application * Create and modify deposit service definitions * Read, write, and create access to deposit data {#installed-with-business-deposit-ops__ul_kjh_zh2_gmb} | * sn_bom.service_definition_admin * sn_bom_deposit_b2b.agent * sn_bom_deposit_b2b.manager {#installed-with-business-deposit-ops__ul_qbv_rny_rnb} |
| Deposit agent \[sn_bom_deposit_b2b.agent\] | * Create deposit service cases and enter case data * View the overall status of cases * Work on deposit service cases and tasks {#installed-with-business-deposit-ops__ul_pdp_wj2_gmb} | * sn_bom_document.b2b_viewer * sn_bom.b2b_agent * sn_bom_document.b2b_collector * sn_bom.deposit_account_viewer {#installed-with-business-deposit-ops__ul_km5_wp4_ylb} |
| Deposit contributor \[sn_bom_deposit_b2b.contributor\] | * Create deposit service cases and enter case data * View the overall status of cases * Work on deposit service cases and tasks until the Initiate and review stage {#installed-with-business-deposit-ops__ul_pbw_lvc_qrb} 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/eyWhfFydxvuGiasXwK_fjg "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_document.b2b_viewer * sn_bom.account_data_viewer * sn_customerservice.csm_workspace_user * sn_bom.b2b_contributor * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-deposit-ops__ul_mpv_gxc_qrb} |
| Deposit agent connector \[sn_bom_deposit_b2b.agent_connector\] | * Create deposit service cases and enter case data * View the overall status of cases * Work on deposit service cases and tasks to fulfill requests for accounts managed by them {#installed-with-business-deposit-ops__ul_vx3_kvc_qrb} 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/eyWhfFydxvuGiasXwK_fjg "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_document.b2b_viewer * sn_bom.viewer * sn_bom.account_data_viewer * sn_bom.agent * sn_bom.deposit_account_viewer * sn_bom_document.b2b_collector {#installed-with-business-deposit-ops__ul_wx3_kvc_qrb} |
| Deposit manager \[sn_bom_deposit_b2b.manager\] | * View the Performance Analytics reports in the deposit operations dashboard * Use Process Mining projects for deposit operations processes {#installed-with-business-deposit-ops__ul_qgj_jdb_v4b} | sn_bom_deposit_b2b.agent |
| Deposit viewer \[sn_bom_deposit_b2b.viewer\] | Has read-only access to all deposit service cases and related data | * sn_bom.service_definition_read * sn_bom.account_data_viewer * sn_bom.deposit_account_viewer {#installed-with-business-deposit-ops__ul_xp2_kq4_ylb} |
[ ]

{#installed-with-business-deposit-ops__table_u1t_gb1_wdb}

## Tables installed {#installed-with-business-deposit-ops__section_s1x_dzh_wdb}

{#installed-with-business-deposit-ops__table_fbz_45z_vdb__entry__2}

| Table | Description |
|-|-|
| Deposit Base \[sn_bom_deposit_b2b_base\] | Business Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base \[sn_bom_case\] table. |
| Deposit Operating Instruction \[sn_bom_deposit_b2b_operating_instruction\] | Stores all operating instructions for all business deposit cases. |
| Business Deposit Service Case \[sn_bom_deposit_b2b_service\] | Stores all business deposit cases. This table extends the Deposit Base \[sn_bom_deposit_b2b_base\] table. |
| Business Deposit Task \[sn_bom_deposit_b2b_task\] | Stores all deposit tasks for all business deposit cases. This table extends the Financial Task \[sn_bom_task\] table. |
[ ]

{#installed-with-business-deposit-ops__table_fbz_45z_vdb}