Understanding FSO Core relationships

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Understanding FSO Core relationships

    The Financial Services Operations (FSO) Core application in ServiceNow provides a foundational data model essential for managing financial services data effectively. It is installed automatically with Financial Services Operations applications but can also be installed independently for basic configurations. Understanding the core tables and their relationships in FSO Core is vital for efficient data management and leveraging system functionality.

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    FSO Core depends on key plugins including Customer Service Management (CSM), Expanded Model and Asset Classes, and Install Base, ensuring integration with these modules. Beginning with the Vancouver release, FSO Core uses child tables from the Expanded Model and Asset’s base Service model within the Configuration Management Database (CMDB) to classify service models.

    Key Tables and Relationships

    The FSO Core data model is built upon multiple tables that interface with ServiceNow’s AI Platform, Customer Service Management (CSM), and CMDB applications. These tables store critical information such as business locations, customer cases, patient records, product specifications, and sold products. The relationships among these tables support comprehensive data classification, tracking, and management within financial services operations.

    Practical Application for ServiceNow Customers

    • Data Integration: The integration with CSM and CMDB tables allows for seamless management of customer and product data, enabling a unified view of financial service operations.
    • Enhanced Data Model: Using the Expanded Model and Asset child tables from CMDB provides advanced classification and management of service models, improving data accuracy and system scalability.
    • Extensibility: The FSO Core’s architecture supports extension with additional Financial Services Operations applications or standalone use for simpler configurations.
    • Dependencies Awareness: Knowing the plugin dependencies helps in planning installations and upgrades to ensure full functionality and compatibility.

    By understanding these core relationships, customers can optimize their use of the Financial Services Operations Core application to improve data governance and operational efficiency within their ServiceNow environment.

    This section describes the key tables in FSO Core and their relationships. Understanding these relationships helps you manage data effectively and enhances system functionality.

    The Financial Services Operations Core application is automatically installed with any of the  Financial Services Operations applications but can also be installed independently for a basic configuration using only its data model.

    The following table lists this application's dependencies:
    Table 1. Plugin dependencies for Financial Services Operations Core
    Name Value
    Customer Service Management (CSM) com.sn_customerservice
    Expanded Model and Asset Classes com.sn_ent
    Install Base com.snc.install_base
    Important:
    Starting with the Vancouver release, the Financial Services Operations Core model tables will use child tables of Expanded Model and Asset's base Service model [cmdb_service_product_model] to classify different service models within the Configuration Management Database (CMDB). For more information, see

    Financial Services Operations Core data model diagram

    The following diagram shows the tables and their relationships that build the Financial Services Operations Core data model.

    Figure 1. Financial Services Operations Core table relationship
    Diagram illustrating the FSO Core data model.

    Using ServiceNow AI Platform, Customer Service Management (CSM) tables

    The Financial Services Operations data model uses the following tables included within the ServiceNow AI Platform, Customer Service Management (CSM), and Configuration Management Database (CMDB) applications to store data.

    Table 2. ServiceNow AI Platform, CSM, and Configuration Management Database (CMDB) tables used in the Financial Services Operations data model

    Table

    Description

    Application

    Business location [sn_csm_business_location]

    Provides the business location records.

    CSM

    Case [sn_customerservice_case]

    Provides the cases for patients associated with customer contact records.

    CSM

    Characteristic [sn_prd_pm_characteristic]

    Provides the attributes available for a product.

    CSM

    Characteristic Option [sn_prd_pm_characteristic_option]

    Provides the options for attributes available for a product.

    CSM

    Consumer [csm_consumer]

    Provides patient records associated with consumer records.

    CSM

    Consumer profile [sn_csm_consumer_profile]

    Provides multiple consumer profiles.

    CSM

    Household Member [csm_household_member]

    Provides records of the patient members who have been added to a household.

    CSM

    Location [cmn_location]

    Provides addresses associated with a patient.

    ServiceNow AI Platform

    Product Specification [sn_prd_pm_specification]

    Defines, at a functional level, a product a service provider sells to the customer.

    CSM

    Sold product [sn_install_base_sold_product]

    Provides the product purchased by a patient as a customer and references the Product Model [cmdb_model] table or Service Model [cmdb_service_product_model] table for a customer (customer account or consumer).

    ServiceNow AI Platform

    Specification [sn_prd_pm_specification]

    Provides the base table for specifications included in the industry vertical applications.

    CSM

    Specification Characteristic [sn_prd_pm_specification_characteristic]

    Provides the characteristics for product, service, and resource specifications.

    CSM

    Task [task]

    Provides a series of standard fields used on each of the tables that extend it.

    ServiceNow AI Platform