Financial Services Treasury Operations

markdown/financial-services-operations/financial-services-treasury-operations · 14 files

Name	Size
Analytics analytics-reporting-fso-treasury-ops.md Financial Services Treasury Operations contains a preconfigured dashboard with actionable data visualizations that can help your organization improve your business processes and quantify the value of self-service.	1.4 KB
Configure configure-fso-treasury-ops.md Review the components that are installed with the Financial Services Treasury Operations application and modify as needed for your organization's business needs.	4.6 KB
Create a treasury service case create-fso-treasury-service-case.md Begin the treasury service application process by creating a treasury case on behalf of your customer.	3.8 KB
Explore explore-fso-treasury-operations.md You can use ServiceNow Financial Services Treasury Operations to manage treasury product onboarding with workflows available for key services such as wire transfers and Remote Deposit Capture (RDC).	3.1 KB
Reference fso-treasury-operations-reference.md Learn about the components, such as the roles, tables, plugins, and store applications, that are installed when you install the Financial Services Treasury Operations application.	1.7 KB
Treasury Operations fso-treasury-ops-landing-page.md The ServiceNow Financial Services Treasury Operations application is a solution in Financial Services Operations that enables financial organizations to digitize the end-to-end onboarding of treasury products through automated workflows.	3.4 KB
Treasury Operations workflows fso-treasury-ops-workflow.md The Financial Services Treasury Operations application installs automated workflows that can be configured for any treasury service. These workflows create cases and route tasks to the treasury and document agents.	4.3 KB
Install install-fso-treasury-operations.md You can install the Financial Services Treasury Operations application (sn_bom_treasury) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.	3.3 KB
Components installed installed-with-fso-treasury-ops.md Several types of components are installed with installation of the Financial Services Treasury Operations application, including tables, user roles, and scheduled jobs. The application also installs related plugins and store applications if they are not already installed.	8.9 KB
Submit a treasury service case for fulfillment submit-treasury-service-application.md Collect all required information about the customer and submit the case to back-office agents for fulfillment.	3.1 KB
Use using-treasury-ops.md Learn how contributors and agents use the Financial Services Treasury Operations application to initiate, research, and resolve the treasury cases.	6.1 KB
Work on a document task for agreement documents work-document-task-treasury-ops.md Work on a document task to generate customer agreement documents that are required to activate the treasury product.	2.4 KB
Work on a task for due diligence or fulfillment work-fso-treasury-task.md Work on a treasury task to perform due diligence or fulfillment activities for the parent treasury service case.	3.7 KB
Work on a treasury service case work-treasury-service-case.md Work on a treasury case to collect applicant information, ensure that any outstanding tasks are completed, and fulfill the treasury product request.	3.5 KB