Configure CSM Configurable Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Review the CSM Configurable Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.

    Before you begin

    Ensure that the scope is selected for the application that you are configuring for. For more information, see Application picker.

    Role required: Based on the application that you are configuring, you need the following roles:
    • For Financial Services Complaint Management: sn_bom_compl.admin and admin
    • For Financial Services Business Lifecycle: sn_bom_clo_b2b.admin and admin
    • For Financial Services Client Lifecycle: sn_bom_clo_b2c.admin and admin
    • For Financial Services Business Deposit Operations: sn_bom_deposit_b2b.admin and admin
    • For Financial Services Personal Deposit Operations: sn_bom_deposit_b2c.admin and admin
    • For Financial Services Business Loan Operations: sn_bom_loan_b2b.admin and admin
    • For Financial Services Personal Loan Operations: sn_bom_loan.b2c_admin and admin
    • For Financial Services Treasury Operations: sn_bom_treasury.admin and admin
    • Individual Life Claims: sn_ins_claim_indl.admin and admin
    • Insurance claims: sn_ins_gen_claim.admin and admin

    Procedure

    Configure the CSM Configurable Workspace as per your requirements.
    For more information on what you can configure, see Set up CSM Configurable Workspace.