Components installed with Financial Services Personal Loan Operations
reference brazil Updated Sep 10, 2026 4 min read installed-with-personal-loan-operations.md
Several types of components are installed with the installation of the Financial Services Personal Loan Operations application, 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. |
| Store application | Description |
|---|---|
| Financial Services Operations Core | Stores the customer data that is needed to make loan service requests. 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 loan operations workflows. For more information, see Components installed with Financial Services Credit Operations. |
| Document Processor | Enables the management of document services tasks that are used in loan 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 in Customer Service Management. |
Roles installed
These roles correspond to Personal Loan Operations.
|
Role title [name] |
Description |
Contains roles |
|---|---|---|
|
Loan admin[sn_bom_loan.b2c_admin] |
Application-specific system administrator role for personal loans that can:- Grant loan operations roles
Note: The sn_bom.admin role contains the sn_bom_loan.b2c_admin role when the Financial Services Personal Loan Operations application is installed. |
|
|
Loan agent[sn_bom_loan.b2c_agent] |
|
|
|
Loan contributor[sn_bom_loan.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. |
|
|
Loan agent connector[sn_bom_loan_b2c.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. |
|
|
Loan manager[sn_bom_loan.b2c_manager] |
|
|
|
Loan viewer[sn_bom_loan.b2c_viewer] |
View loan cases and related data |
|
These tables correspond to Personal Loan Operations.
|
Table |
Description |
|---|---|
|
Loan Base[sn_bom_loan_base] |
Loan Service Case table extends the Loan Base table. Loan Base table extends the Case [sn_customerservice_case] table. |
|
Loan Service Case[sn_bom_loan_service] |
Stores all personal loan service cases. This table extends the Loan Base [sn_bom_loan_base] table. |
|
Loan Task[sn_bom_loan_task] |
Stores all personal loan tasks. This table extends the Financial Task [sn_bom_task] table. |
228 lines · 8.0 KB
--- title: Components installed with Financial Services Personal Loan Operations description: Several types of components are installed with the installation of the Financial Services Personal Loan Operations application, 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-loan-operations/installed-with-personal-loan-operations.html release: brazil product: Financial Services Loan Operations classification: financial-services-loan-operations topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 4 breadcrumb: [Reference, Loan Operations, Banking applications, Financial Services Operations \(FSO\)] --- # Components installed with Financial Services Personal Loan Operations Several types of components are installed with the installation of the Financial Services Personal Loan Operations application, 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>## Store applications installed |Store application|Description| |-----------------|-----------| |Financial Services Operations Core|Stores the customer data that is needed to make loan service requests. 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 loan 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).| |Document Processor|Enables the management of document services tasks that are used in loan operations workflows. For more information, see [Integrating with Document Processor](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/integrating-with-document-processor.md).| |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 in Customer Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/setting-up-csm-playbooks.md).| ## Roles installed These roles correspond to Personal Loan Operations. <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> Loan admin\[sn\_bom\_loan.b2c\_admin\] </td><td> Application-specific system administrator role for personal loans that can:- Grant loan operations roles - Delete loan cases and tasks - Configure the loan operations application - Create and modify loan service definitions - Has read, write, and create access to loan data **Note:** The sn\_bom.admin role contains the sn\_bom\_loan.b2c\_admin role when the Financial Services Personal Loan Operations application is installed. </td><td> - sn\_bom.service\_definition\_admin - sn\_bom\_loan.b2c\_agent - sn\_bom\_loan.b2c\_manager </td></tr><tr><td> Loan agent\[sn\_bom\_loan.b2c\_agent\] </td><td> - View the overall status of loan cases - Work on loan cases and tasks </td><td> - sn\_bom.loan\_account\_viewer - sn\_bom.ref\_data\_viewer - sn\_bom.service\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_bom\_credit\_asmt.b2c\_viewer - sn\_bom\_document.b2c\_viewer - sn\_bom.deposit\_account\_viewer - sn\_bom.b2c\_agent - sn\_esm\_agent </td></tr><tr><td> Loan contributor\[sn\_bom\_loan.contributor\] </td><td> - Submit loan service requests - View the status of loan service cases - Work on loan case and collect inbound documents for consumer accounts managed by them till 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.loan\_account\_viewer - sn\_bom.service\_definition\_read - sn\_sla\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_bom\_credit\_asmt.b2c\_viewer - sn\_bom.viewer - sn\_bom.b2c\_line\_of\_credit\_viewer - sn\_bom\_document.b2c\_viewer - sn\_customerservice.csm\_workspace\_user - sn\_bom.deposit\_account\_viewer - sn\_bom\_document.b2c\_collector </td></tr><tr><td> Loan agent connector\[sn\_bom\_loan\_b2c.agent\_connector\] </td><td> - Submit loan service requests - Work on loan cases and tasks to fulfil loan requests for consumer 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.loan\_account\_viewer - sn\_bom.service\_definition\_read - sn\_sla\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_bom\_credit\_asmt.b2c\_viewer - sn\_bom.b2c\_line\_of\_credit\_viewer - sn\_bom\_document.b2c\_viewer - sn\_customerservice.csm\_workspace\_user - sn\_bom.deposit\_account\_viewer - sn\_bom\_document.b2c\_collector </td></tr><tr><td> Loan manager\[sn\_bom\_loan.b2c\_manager\] </td><td> - View the Personal Loan Operations dashboard - Use Process Mining for Personal Loan Operations processes </td><td> - sn\_bom\_loan.b2c\_agent - pa\_viewer </td></tr><tr><td> Loan viewer\[sn\_bom\_loan.b2c\_viewer\] </td><td> View loan cases and related data </td><td> - sn\_bom.loan\_account\_viewer - sn\_bom.ref\_data\_viewer - sn\_bom.service\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_bom.deposit\_account\_viewer </td></tr></tbody> </table>## Tables installed These tables correspond to Personal Loan Operations. <table id="table_fbz_45z_vdb"><thead><tr><th> Table </th><th> Description </th></tr></thead><tbody><tr><td> Loan Base\[sn\_bom\_loan\_base\] </td><td> Loan Service Case table extends the Loan Base table. Loan Base table extends the Case \[sn\_customerservice\_case\] table. </td></tr><tr><td> Loan Service Case\[sn\_bom\_loan\_service\] </td><td> Stores all personal loan service cases. This table extends the Loan Base \[sn\_bom\_loan\_base\] table. </td></tr><tr><td> Loan Task\[sn\_bom\_loan\_task\] </td><td> Stores all personal loan tasks. This table extends the Financial Task \[sn\_bom\_task\] table. </td></tr></tbody> </table>**Parent Topic:**[Financial Services Loan Operations reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/financial-services-loan-operations/loan-operations-reference.md)
| title | Components installed with Financial Services Personal Loan Operations |
| description | Several types of components are installed with the installation of the Financial Services Personal Loan Operations application, 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-loan-operations/installed-with-personal-loan-operations.html |
| release | brazil |
| product | Financial Services Loan Operations |
| classification | financial-services-loan-operations |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 4 |
| breadcrumb | ReferenceLoan OperationsBanking applicationsFinancial Services Operations \(FSO\) |