Financial Services Deposit Operations

Review the components that are installed with the Financial Services Deposit Operations application and modify as needed for your organization's business needs.

The Financial Services Deposit Operations application installs automated workflows for origination, servicing, and closure of deposit accounts. These workflows enable routing of cases and tasks to different teams, including the deposit and document agents.

You can use ServiceNow Financial Services Deposit Operations to manage a streamlined resolution of cases related to savings and checking deposit accounts by automating and optimizing the common deposit account requests.

Learn how agents, using the Close deposit account workflow, resolve service requests for closing a checking or saving deposit account. The workflows apply to both business and personal deposit service requests.

Learn how agents, using the financial account relationship workflows, resolve service requests for adding, modifying, and removing relationships from deposit accounts. These workflows apply to personal deposit service requests.

Learn how agents, using the standing order workflows, resolve service requests for adding, modifying, and canceling standing orders to deposit accounts. The workflows apply to both business and personal deposit service requests.

ServiceNow Financial Services Business Deposit Operations and Financial Services Personal Deposit Operations are a pair of applications in ServiceNow Financial Services Deposit Operations that enable your financial organization to digitize end-to-end management of origination, servicing, and closure of deposit accounts.

Learn about the components, such as the roles, tables, plugins, and store applications, that are installed when you install the Financial Services Deposit Operations application.

Learn how bank agents, using the failed standing order workflow, proactively contact a customer for a failed standing order for their deposit account and decide on an action plan. The workflow applies to both business and personal deposit accounts.

Learn how agents, using the originate deposit account workflow, resolve service requests for opening a new deposit account. The workflow applies to both business and personal deposit service requests.

You can initiate setting up your implementation for the Financial Services Deposit Operations by installing each of the Financial Services Business Deposit Operations and the Financial Services Personal Deposit Operations applications.

You can install the Financial Services Business Deposit Operations application (sn_bom_deposit_b2b) 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.

You can install the Financial Services Personal Deposit Operations application (sn_bom_deposit_b2c) 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.

Several types of components are installed with installation of the Financial Services Business Deposit Operations application, including tables, user roles, and scheduled jobs. The application also installs related plugins and store applications if they aren’t already installed.

Several types of components are installed with installation of the Financial Services Personal Deposit Operations application, including tables, user roles, and scheduled jobs. The application also installs related plugins and store applications if they aren’t already installed.

Bank workers can begin the deposit workflow by submitting a deposit service request received from customers (consumer or business contact). Customers (consumer or contact) can also directly submit a request from the service catalog.

Begin the deposit service application process by creating a deposit case on behalf of your customer.

Collect all required information and documents from the customer and submit the deposit service case to back-office agents for fulfillment.

Learn how branch workers and agents use the Financial Services Deposit Operations application to initiate, research, and resolve the deposit service cases.

Work on a deposit case to collect applicant information, ensure that any outstanding tasks are completed, and fulfill the deposit product request.

Work on a document task to verify inbound documents that are needed for a deposit service case.

Work on a deposit task to perform a fulfillment activity for the parent deposit service case.