Components installed with Financial Services Business Lifecycle
reference brazil Updated Sep 10, 2026 4 min read installed-with-business-lifecycle.md
Several types of components are installed with the activation of the Financial Services Business Lifecycle (sn_bom_clo_b2b) plugin, 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 |
|---|---|
|
Case Management Core(com.sn_customerservice) |
Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. |
|
Role title [name] |
Description |
Contains roles |
|---|---|---|
|
Account Administrator[sn_bom_clo_b2b.admin] |
In addition to admin privileges, this role gives access to all Financial Services Business Lifecycle operations data.- Create users
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Account Manager[sn_bom_clo_b2b.manager] |
This role provides all Financial Services Business Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects. |
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CLO contributor[sn_bom_clo_b2b.contributor] |
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. |
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CLO agent connector[sn_bom_clo_b2b.agent_connector] |
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. |
|
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Account Lifecycle Agent[sn_bom_clo_b2b.account_lifecycle_agent] |
This role gives access to all Financial Services Business Lifecycle data.- Create cases and enter case data
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Contact Lifecycle Agent[sn_bom_clo_b2b.contact_lifecycle_agent] |
This role gives access to Contact Lifecycle operation data.- Create contact cases and enter data
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Account Lifecycle Viewer[sn_bom_clo_b2b.account_lifecycle_viewer] |
This role gives read-only access to all Account Lifecycle operations data. |
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Contact Lifecycle Viewer[sn_bom_clo_b2b.contact_livecycle_viewer] |
This role gives read-only access to all Financial Services Business Lifecycle data. |
sn_bom.service_definition_read |
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Know Your Customer Admin[sn_bom_kyc.admin] |
This role gives access to all KYC operations data and grants admin privileges. |
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Know Your Customer Contact Agent[sn_bom_kyc.b2b_contact_agent] |
This role gives access to all Business KYC operations contact data. |
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KYC Account Agent[sn_bom_kyc.b2b_account_agent] |
This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data. |
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KYC Contact Viewer[sn_bom_kyc.b2b_contact_viewer] |
This role grants read-only views of Financial Services Know Your Customer account contact information. |
sn_bom.service_definition_read |
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KYC Account Viewer[sn_bom_kyc.b2b_account_viewer] |
This role grants read-only views of Financial Services Know Your Customer account information. |
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| Store application | Description |
|---|---|
| Financial Services Operations Core | Stores the data that is needed to create Customer Lifecycle Operations cases. 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 Customer Lifecycle Operations workflows. For more information, see Components installed with Financial Services Credit Operations. |
| Financial Services Know Your Customer (KYC) | Enables KYC Agents to review and evaluate the eligibility of new account applicants. |
| CSM Playbook | Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. |
| CSM Contributor User | Enables middle office teams to engage in resolving customer issues and requests. |
Tables installed
|
Table |
Description |
|---|---|
|
Customer Lifecycle Base[sn_bom_clo_b2b_base] |
Customer Lifecycle Base table extends the Financial Services Base [sn_bom_case] table. |
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Account Lifecycle Service Case[sn_bom_clo_b2b_account_service] |
Account Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table. |
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Account Lifecycle Task[sn_bom_clo_b2b_account_task] |
Account Lifecycle Task Case extends the Financial Task [sn_bom_task] table. |
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Contact Lifecycle Service Case[sn_bom_clo_b2b_contact_service] |
Contact Lifecycle Service Case extends the Customer Lifecycle Base [sn_bom_clo_b2b_base] table. |
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Contact Lifecycle Task[sn_bom_clo_b2b_contact_task] |
Contact Lifecycle Task extends the Financial Task [sn_bom_task] table. |
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--- title: Components installed with Financial Services Business Lifecycle description: Several types of components are installed with the activation of the Financial Services Business Lifecycle \(sn\_bom\_clo\_b2b\) plugin, including tables and user roles. The application also installs related plugins and store applications if they are not already installed. locale: en-US canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/financial-services-customer-lifecycle-operations/installed-with-business-lifecycle.html release: brazil product: Financial Services Customer Lifecycle Operations classification: financial-services-customer-lifecycle-operations topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 4 breadcrumb: [Reference, Customer Lifecycle Operations, Common applications, Financial Services Operations \(FSO\)] --- # Components installed with Financial Services Business Lifecycle Several types of components are installed with the activation of the Financial Services Business Lifecycle \(sn\_bom\_clo\_b2b\) plugin, 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/find-components.md). Demo data is available for this feature. ## Plugins installed <table id="table_qdc_ksw_llb"><thead><tr><th> Plugin </th><th> Description </th></tr></thead><tbody><tr><td> Case Management Core\(com.sn\_customerservice\) </td><td> Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications. </td></tr></tbody> </table>## Roles installed <table id="table_u1t_gb1_wdb"><thead><tr><th> Role title \[name\] </th><th> Description </th><th> Contains roles </th></tr></thead><tbody><tr><td> Account Administrator\[sn\_bom\_clo\_b2b.admin\] </td><td> In addition to admin privileges, this role gives access to all Financial Services Business Lifecycle operations data.- Create users - Grant roles and assign users to groups - Configure the CLO application - Add, modify, and delete field options </td><td> - sn\_bom.service\_definition\_admin - sn\_bom\_clo\_b2b.account\_lifecycle\_agent </td></tr><tr><td> Account Manager\[sn\_bom\_clo\_b2b.manager\] </td><td> This role provides all Financial Services Business Lifecycle Agent capabilities, along with Performance Analytics reports and performance optimization projects. </td><td> - pa\_viewer - sn\_bom\_clo\_b2b.account\_lifecycle\_agent </td></tr><tr><td> CLO contributor\[sn\_bom\_clo\_b2b.contributor\] </td><td> - Create CLO service cases and enter case data - View the overall status of cases - Work on CLO service cases and tasks until 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/fso-combine-csm-industry-roles.md). </td><td> - sn\_bom.account\_viewer - sn\_bom\_credit\_asmt.b2b\_viewer - sn\_bom.service\_definition\_read - sn\_bom\_kyc.b2b\_account\_viewer - sn\_sla\_definition\_read - sn\_bom\_document.b2b\_viewer - sn\_bom\_kyc.b2b\_contact\_viewer - sn\_bom.account\_data\_viewer - sn\_customerservice.csm\_workspace\_user - sn\_bom.b2b\_contributor - sn\_bom\_document.b2b\_collector </td></tr><tr><td> CLO agent connector\[sn\_bom\_clo\_b2b.agent\_connector\] </td><td> - Create CLO service cases and enter case data - View the overall status of cases - Work on CLO service cases and tasks to fulfill requests for 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/fso-combine-csm-industry-roles.md). </td><td> - sn\_bom\_credit\_asmt.b2b\_viewer - sn\_bom\_kyc.b2b\_account\_viewer - sn\_sla\_definition\_read - sn\_bom\_clo\_b2b.account\_lifecycle\_viewer - sn\_bom\_document.b2b\_viewer - sn\_bom\_kyc.b2b\_contact\_viewer - sn\_bom.viewer - sn\_bom.account\_data\_viewer - sn\_bom.agent - sn\_bom\_document.b2b\_collector </td></tr><tr><td> Account Lifecycle Agent\[sn\_bom\_clo\_b2b.account\_lifecycle\_agent\] </td><td> This role gives access to all Financial Services Business Lifecycle data.- Create cases and enter case data - Assign tasks to self or other agents - Enter and update applicant information - Perform various verification tasks - Approve accounts - Close cases </td><td> - sn\_bom.account\_viewer - sn\_bom\_credit\_asmt.b2b\_viewer - sn\_bom\_kyc.b2b\_account\_viewer - sn\_bom\_clo\_b2b.contact\_lifecycle\_agent - sn\_bom\_document.b2b\_viewer - sn\_bom\_kyc.b2b\_contact\_viewer - sn\_bom.b2b\_agent - sn\_bom\_document.b2b\_collector </td></tr><tr><td> Contact Lifecycle Agent\[sn\_bom\_clo\_b2b.contact\_lifecycle\_agent\] </td><td> This role gives access to Contact Lifecycle operation data.- Create contact cases and enter data - Assign tasks to self or other agents - Enter and update contact information - Perform various verification tasks - Close contact cases </td><td> - sn\_bom\_credit\_asmt.b2b\_viewer - sn\_bom\_kyc.b2b\_account\_viewer - sn\_bom\_clo\_b2b.account\_lifecycle\_viewer - sn\_bom\_document.b2b\_viewer - sn\_bom\_kyc.b2b\_contact\_viewer - sn\_bom.b2b\_agent - sn\_bom\_document.b2b\_collector </td></tr><tr><td> Account Lifecycle Viewer\[sn\_bom\_clo\_b2b.account\_lifecycle\_viewer\] </td><td> This role gives read-only access to all Account Lifecycle operations data. </td><td> - sn\_bom\_clo\_b2b.contact\_lifecycle\_viewer - sn\_bom.service\_definition\_read </td></tr><tr><td> Contact Lifecycle Viewer\[sn\_bom\_clo\_b2b.contact\_livecycle\_viewer\] </td><td> This role gives read-only access to all Financial Services Business Lifecycle data. </td><td> sn\_bom.service\_definition\_read </td></tr><tr><td> Know Your Customer Admin\[sn\_bom\_kyc.admin\] </td><td> This role gives access to all KYC operations data and grants admin privileges. </td><td> - sn\_bom.service\_definition\_admin - sn\_bom\_kyc.b2c\_customer\_agent - sn\_bom\_kyc.b2b\_account\_agent - sn\_bom\_kyc.b2b\_contact\_agent </td></tr><tr><td> Know Your Customer Contact Agent\[sn\_bom\_kyc.b2b\_contact\_agent\] </td><td> This role gives access to all Business KYC operations contact data. </td><td> - sn\_bom\_clo\_b2b.contact\_lifecycle\_viewer - sn\_bom\_clo\_b2b.account\_lifecycle\_viewer - sn\_bom\_credit\_asmt.b2b\_viewer - sn\_bom\_kyc.b2b\_account\_viewer - sn\_bom\_document.b2b\_viewer - sn\_bom.b2b\_agent </td></tr><tr><td> KYC Account Agent\[sn\_bom\_kyc.b2b\_account\_agent\] </td><td> This role gives access to all Financial Services Know Your Customer business-level operations, account, and contact data. </td><td> - sn\_bom\_credit\_asmt.b2b\_viewer - sn\_bom\_clo\_b2b.account\_lifecycle\_viewer - sn\_bom\_document.b2b\_viewer - sn\_bom.b2b\_agent - sn\_bom\_kyc.b2b\_contact\_agent </td></tr><tr><td> KYC Contact Viewer\[sn\_bom\_kyc.b2b\_contact\_viewer\] </td><td> This role grants read-only views of Financial Services Know Your Customer account contact information. </td><td> sn\_bom.service\_definition\_read </td></tr><tr><td> KYC Account Viewer\[sn\_bom\_kyc.b2b\_account\_viewer\] </td><td> This role grants read-only views of Financial Services Know Your Customer account information. </td><td> - sn\_bom.service\_definition\_read - sn\_bom\_kyc.b2b\_contact viewer </td></tr></tbody> </table>## Store applications installed |Store application|Description| |-----------------|-----------| |Financial Services Operations Core|Stores the data that is needed to create Customer Lifecycle Operations cases. For more information, see [Financial Services Operations Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-operations-core-data-model.md).| |Financial Services Credit Operations|Enables the management of Credit service cases and tasks that are used in Customer Lifecycle Operations workflows. For more information, see [Components installed with Financial Services Credit Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-credit-operations/installed-with-credit-assessment.md).| |Financial Services Know Your Customer \(KYC\)|Enables KYC Agents to review and evaluate the eligibility of new account applicants.| |CSM Playbook|Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations.| |CSM Contributor User|Enables middle office teams to engage in resolving customer issues and requests.| ## Tables installed <table id="table_fbz_45z_vdb"><thead><tr><th> Table </th><th> Description </th></tr></thead><tbody><tr><td> Customer Lifecycle Base\[sn\_bom\_clo\_b2b\_base\] </td><td> Customer Lifecycle Base table extends the Financial Services Base \[sn\_bom\_case\] table. </td></tr><tr><td> Account Lifecycle Service Case\[sn\_bom\_clo\_b2b\_account\_service\] </td><td> Account Lifecycle Service Case extends the Customer Lifecycle Base \[sn\_bom\_clo\_b2b\_base\] table. </td></tr><tr><td> Account Lifecycle Task\[sn\_bom\_clo\_b2b\_account\_task\] </td><td> Account Lifecycle Task Case extends the Financial Task \[sn\_bom\_task\] table. </td></tr><tr><td> Contact Lifecycle Service Case\[sn\_bom\_clo\_b2b\_contact\_service\] </td><td> Contact Lifecycle Service Case extends the Customer Lifecycle Base \[sn\_bom\_clo\_b2b\_base\] table. </td></tr><tr><td> Contact Lifecycle Task\[sn\_bom\_clo\_b2b\_contact\_task\] </td><td> Contact Lifecycle Task extends the Financial Task \[sn\_bom\_task\] table. </td></tr></tbody> </table>**Parent Topic:**[Financial Services Customer Lifecycle Operations reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-customer-lifecycle-operations/reference-customer-lifecycle-ops.md)
| title | Components installed with Financial Services Business Lifecycle |
| description | Several types of components are installed with the activation of the Financial Services Business Lifecycle \(sn\_bom\_clo\_b2b\) plugin, including tables and user roles. The application also installs related plugins and store applications if they are not already installed. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/financial-services-operations/financial-services-customer-lifecycle-operations/installed-with-business-lifecycle.html |
| release | brazil |
| product | Financial Services Customer Lifecycle Operations |
| classification | financial-services-customer-lifecycle-operations |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 4 |
| breadcrumb | ReferenceCustomer Lifecycle OperationsCommon applicationsFinancial Services Operations \(FSO\) |