Understanding FSO Core relationships

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Understanding FSO Core relationships

    The Financial Services Operations (FSO) Core application provides a foundational data model essential for managing financial services operations within ServiceNow. It is automatically installed with other FSO applications but can also be installed independently for a basic configuration. Understanding the key tables and their relationships in FSO Core helps you manage your data effectively and enhances overall system functionality.

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    Starting with the Vancouver release, FSO Core model tables utilize child tables from the Expanded Model and Asset Classes plugin to classify service models within the Configuration Management Database (CMDB), improving service model management.

    Key Features

    • Plugin Dependencies: FSO Core relies on several plugins including Customer Service Management (CSM), Expanded Model and Asset Classes, and Install Base to function properly.
    • Data Model Structure: The FSO Core data model consists of interconnected tables that organize critical financial service data. A diagram (not included here) outlines these table relationships to aid understanding.
    • Integration with ServiceNow AI Platform, CSM, and CMDB: FSO Core uses tables from these applications to manage business locations, customer cases, product characteristics, consumer profiles, household members, addresses, product specifications, sold products, and task management.

    Key Outcomes

    • Enables comprehensive management of financial services data by leveraging well-structured core tables and relationships.
    • Supports classification and management of service models within CMDB through integration with Expanded Model and Asset Classes plugin.
    • Enhances customer and product data handling by utilizing CSM and ServiceNow AI Platform tables, facilitating better consumer and service management.
    • Allows ServiceNow customers to implement FSO Core either as a standalone data model or integrated with other Financial Services Operations applications, providing flexibility in deployment.

    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 Expanded Model and Asset Classes Store application

    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