Components installed with Financial Services Personal Loan Operations

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Components installed with Financial Services Personal Loan Operations

    The Financial Services Personal Loan Operations application installs various components essential for managing personal loan workflows. These components include tables, user roles, related plugins, and store applications that support loan service requests and case management. Demo data is also available for testing and demonstration purposes.

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    Plugins Installed

    • Customer Service [com.sncustomerservice]: Extends tables from Customer Service Management into Financial Services Operations applications, enabling integrated customer service capabilities.

    Store Applications Installed

    • Financial Services Operations Core: Stores customer data necessary for processing loan service requests.
    • Financial Services Credit Operations: Manages credit service cases and tasks within loan operation workflows.
    • Document Processor: Handles document service tasks used in loan operations.
    • Playbooks for Customer Service Management: Provides task-oriented visualization of business workflows to ensure consistent responses.

    Roles Installed

    Several roles specific to Personal Loan Operations facilitate role-based access and task management:

    • Loan admin [snbomloan.b2cadmin]: System administrator role with permissions to grant roles, configure the application, manage loan data, and delete cases.
    • Loan agent [snbomloan.b2cagent]: Enables viewing and working on loan cases and tasks.
    • Loan contributor [snbomloan.contributor]: Allows submission of loan service requests and management of loan case progress; must be combined with a CSM Contributor role.
    • Loan agent connector [snbomloanb2c.agentconnector]: Supports submitting and working on loan cases; requires combination with CSM industry data model roles.
    • Loan manager [snbomloan.b2cmanager]: Provides access to Personal Loan Operations dashboards and Process Mining tools.
    • Loan viewer [snbomloan.b2cviewer]: Permits viewing loan cases and related data.

    Tables Installed

    The application installs tables to store loan service case and task data, extending core ServiceNow case and task tables:

    • Loan Base [snbomloanbase]: Base table extending the Customer Service Case table.
    • Loan Service Case [snbomloanservice]: Stores all personal loan service cases, extending Loan Base.
    • Loan Task [snbomloantask]: Stores personal loan tasks, extending Financial Task.

    Practical Impact for ServiceNow Customers

    Installing the Financial Services Personal Loan Operations application equips your instance with an integrated set of tools, roles, and data structures tailored for managing personal loan workflows efficiently. The predefined roles ensure proper access control and task assignment, while the installed plugins and store applications extend functionality for credit management, document processing, and customer service. This setup enables streamlined loan case handling, improved visibility through dashboards and playbooks, and consistent operational processes.

    Several types of components are installed with the installation of the Financial Services Personal Loan 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.

    Demo data is available for this feature.

    Plugins installed

    Plugin Description
    Customer Service

    [com.sn_customerservice]

    		 Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

    Store applications installed

    Store application Description
    Financial Services Operations Core Stores the customer data that is needed to make loan service requests. For more information, see Financial Services Operations Core.
    Financial Services Credit Operations Enables the management of Credit service cases and tasks that are used in loan operations workflows. For more information, see Components installed with Financial Services Credit Operations.
    Document Processor Enables the management of document services tasks that are used in loan operations workflows. For more information, see Integrating with Document Processor.
    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.

    Roles installed

    These roles correspond to Personal Loan Operations.

    Role title [name] Description Contains roles
    Loan admin

    [sn_bom_loan.b2c_admin]

    		 Application-specific system administrator role for personal loans that can:
    • Grant loan operations roles
    • Delete loan cases and tasks
    • Configure the loan operations application
    • Create and modify loan service definitions
    • Has read, write, and create access to loan data
    Note:
    The sn_bom.admin role contains the sn_bom_loan.b2c_admin role when the Financial Services Personal Loan Operations application is installed.
    • sn_bom.service_definition_admin
    • sn_bom_loan.b2c_agent
    • sn_bom_loan.b2c_manager
    Loan agent

    [sn_bom_loan.b2c_agent]
    • View the overall status of loan cases
    • Work on loan cases and tasks
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom_document.b2c_viewer
    • sn_bom.deposit_account_viewer
    • sn_bom.b2c_agent
    • sn_esm_agent
    Loan contributor

    [sn_bom_loan.contributor]
    • Submit loan service requests
    • View the status of loan service cases
    • Work on loan case and collect inbound documents for consumer accounts managed by them till the Initiate and Review stage
    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.
    • sn_bom.loan_account_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom.viewer
    • sn_bom.b2c_line_of_credit_viewer
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Loan agent connector

    [sn_bom_loan_b2c.agent_connector]
    • Submit loan service requests
    • Work on loan cases and tasks to fulfil loan requests for consumer accounts managed by them
    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.
    • sn_bom.loan_account_viewer
    • sn_bom.service_definition_read
    • sn_sla_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom_credit_asmt.b2c_viewer
    • sn_bom.b2c_line_of_credit_viewer
    • sn_bom_document.b2c_viewer
    • sn_customerservice.csm_workspace_user
    • sn_bom.deposit_account_viewer
    • sn_bom_document.b2c_collector
    Loan manager

    [sn_bom_loan.b2c_manager]
    • View the Personal Loan Operations dashboard
    • Use Process Mining for Personal Loan Operations processes
    • sn_bom_loan.b2c_agent
    • pa_viewer
    Loan viewer

    [sn_bom_loan.b2c_viewer]

    		 View loan cases and related data
    • sn_bom.loan_account_viewer
    • sn_bom.ref_data_viewer
    • sn_bom.service_definition_read
    • sn_bom.customer_data_viewer
    • sn_bom.deposit_account_viewer

    Tables installed

    These tables correspond to Personal Loan Operations.

    Table Description
    Loan Base

    [sn_bom_loan_base]

    		 Loan Service Case table extends the Loan Base table. Loan Base table extends the Case [sn_customerservice_case] table.
    Loan Service Case

    [sn_bom_loan_service]

    		 Stores all personal loan service cases. This table extends the Loan Base [sn_bom_loan_base] table.
    Loan Task

    [sn_bom_loan_task]

    		 Stores all personal loan tasks. This table extends the Financial Task [sn_bom_task] table.