Components installed with Financial Services Personal Deposit Operations

reference brazil Updated Sep 10, 2026 3 min read installed-with-personal-deposit-ops.md
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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.

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.

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.

## Store applications installed
Store application Description
Financial Services Operations Core Stores the customer data that is needed to make deposit service requests. For more information, see Financial Services Operations Core.
Financial Services Document Management Enables the management of Document Services tasks that are used in Financial Services Personal Deposit Operations workflows. For more information, see Integrating with Document Processor.
Playbooks for Customer Service Management Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see Playbooks for Customer Service Management.
CSM Contributor User Enables middle office teams to create cases for customer requests. For more information, see CSM Contributor User Configure Contributor Users.

Roles installed

Role title [name]

Description

Contains roles

Deposit admin[sn_bom_deposit_b2c.admin]

Application-specific system administrator role for deposit operations that can:- Grant deposit operations roles

  • Delete deposit service cases and tasks
  • Configure the deposit operations application
  • Create and modify deposit service definitions
  • Read, write, and create access to deposit data
  • sn_bom.service_definition_admin
  • sn_bom_deposit_b2c.agent
  • sn_bom_deposit_b2c.manager

Deposit agent[sn_bom_deposit_b2c.agent]

  • Create deposit service cases and enter case data
  • View the overall status of cases
  • Work on deposit service cases and tasks
  • sn_bom_document.b2c_viewer
  • sn_bom.b2c_agent
  • sn_bom_document.b2c_collector
  • sn_bom.deposit_account_viewer

Deposit contributor[sn_bom_deposit_b2c.contributor]

  • Create deposit service cases and enter case data
  • View the overall status of cases
  • Work on deposit 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.

  • sn_sla_definition_read
  • sn_bom.customer_data_viewer
  • sn_bom.b2c_contributor
  • sn_bom_document.b2c_viewer
  • sn_customerservice.csm_workspace_user
  • sn_bom.deposit_account_viewer
  • sn_bom_document.b2c_collector

Deposit agent connector[sn_bom_deposit_b2c.agent_connector]

  • Create deposit service cases and enter case data
  • View the overall status of cases
  • Work on deposit 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.

  • sn_sla_definition_read
  • sn_bom.customer_data_viewer
  • sn_bom.viewer
  • sn_bom.agent
  • sn_bom_document.b2c_viewer
  • sn_customerservice.csm_workspace_user
  • sn_bom.deposit_account_viewer
  • sn_bom_document.b2c_collector

Deposit manager[sn_bom_deposit_b2c.manager]

  • View the Performance Analytics reports in the deposit operations dashboard
  • Use Process Mining projects for deposit operations processes
  • pa_viewer
  • sn_bom_deposit_b2c.agent

Deposit viewer[sn_bom_deposit_b2c.viewer]

Has read-only access to all deposit service cases and related data

  • sn_bom.service_definition_read
  • sn_bom.customer_data_viewer
  • sn_bom.deposit_account_viewer
## Tables installed

Table

Description

Deposit Base[sn_bom_deposit_b2c_base]

Personal Deposit Service Case table extends the Deposit Base table. Deposit Base table extends the Financial Services Base [sn_bom_case] table.

Personal Deposit Service Case[sn_bom_deposit_b2c_service]

Stores all personal deposit cases. This table extends the Deposit Base [sn_bom_deposit_b2c_base] table.

Personal Deposit Task[sn_bom_deposit_b2c_task]

Stores all deposit tasks for all personal deposit cases. This table extends the Financial Task [sn_bom_task] table.

**Parent Topic:**[Financial Services Deposit Operations reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-deposit-operations/fso-deposit-ops-reference.md)
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