Components installed with Financial Services Document Processor

---
title: Components installed with Financial Services Document Processor
description: Several types of components are installed with installation of the Document Processor application, including tables and user roles.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/components-installed-fso-document-processor.html
release: brazil
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Reference, Document Processor, Integrate, Financial Services Operations \(FSO\)]
---

# Components installed with Financial Services Document Processor

Several types of components are installed with installation of the Document Processor application, including tables and user roles.

## Roles installed

<table id="table_itl_4d3_htb"><thead><tr><th>

Role title \[name\]

</th><th>

Description

</th><th>

Contains roles

</th></tr></thead><tbody><tr><td>

Document Processor admin

 \[sn\_doc\_processor.admin​\]

</td><td>

This role gives access to all document entities and grants admin privileges. This application-specific system administrator role can:-   Grant document processor roles
-   Delete document verification tasks

</td><td>

sn\_doc\_processor.agent

</td></tr><tr><td>

Document processor agent

\[sn\_doc\_processor.agent​\]

</td><td>

-   Can view document verification tasks if they have access to parent record document verification tasks.
-   Can submit, verify, and reject document verification tasks.

</td><td>

-   canvas\_user
-   sn\_docintel.extraction\_agent
-   sn\_docintel.creation\_agent

</td></tr><tr><td>

Document processor collector

\[sn\_doc\_processor.collector​\]

</td><td>

-   Can view document verification tasks if they have access to parent record document verification tasks.
-   Can submit document verification tasks.
-   Can request deferment of and exception for document verification tasks.

</td><td>

canvas\_user

</td></tr><tr><td>

Document processor viewer

\[sn\_doc\_processor.viewer\]

</td><td>

Can view document verification tasks if they have access to parent record document verification tasks.

</td><td>

 

</td></tr></tbody>
</table>## Tables installed

<table id="table_mtl_4d3_htb"><thead><tr><th>

Table

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Document Category

 \[sn\_doc\_processor\_category\]

</td><td>

Stores all document categories that are configured for all workflows across Financial Services Operations applications.

</td></tr><tr><td>

Document Type

\[sn\_doc\_processor\_type\]

</td><td>

Stores all defined document types.

</td></tr><tr><td>

Category Type

\[sn\_doc\_processor\_m2m\_category\_type\]

</td><td>

Stores all defined document category types.

</td></tr><tr><td>

Attribute

\[sn\_doc\_processor\_attribute\]

</td><td>

Stores all defined document attributes.

</td></tr><tr><td>

Document List Definition

\[sn\_doc\_processor\_list\]

</td><td>

Stores all document lists.

</td></tr><tr><td>

Document List Item Definition

\[sn\_doc\_processor\_list\_item\]

</td><td>

Stores all defined document list items.

</td></tr><tr><td>

Document Verification

\[sn\_doc\_processor\_verification\_task\]

</td><td>

Stores all tasks for document verification requests for all Financial Services Operations applications. This table extends the Task \[task\] table.

</td></tr><tr><td>

Extracted Value

\[sn\_doc\_processor\_extracted\_value\]

</td><td>

Stores all extracted values for documents processed through OCR.

</td></tr><tr><td>

Document

\[sn\_doc\_processor\_document\]

</td><td>

Stores all documents.

</td></tr></tbody>
</table>## UI Builder components

The following UI Builder components are available to enhance the workflow experience for documentation tasks.

<table id="table_qrm_dhs_mhc"><thead><tr><th>

Component name

</th><th>

Scope

</th><th>

Description

</th></tr></thead><tbody><tr><td>

CRM Workspace Playbook – Document Verification

</td><td>

Document Processor

</td><td>

This UI Builder page displays the list of required documents defined in the document list definition as a playbook activity. If the document list item indicates that the document can be deferred or have an exception, these options appear in this page. See [Create document list item definitions for a document list definition](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/doc-processor-associate-document-list-items-to-category.md) for more information.**Note:** This component requires CSM workspace to be installed.

</td></tr></tbody>
</table>**Parent Topic:**[Financial Services Operations Document Processor reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-document-processor-reference.md)