Reference › Document Processor › Integrate › Financial Services Operations \(FSO\)

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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

Role title \[name\]	Description	Contains roles
Document Processor admin \[sn\_doc\_processor.admin\]	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	sn\_doc\_processor.agent
Document processor agent \[sn\_doc\_processor.agent\]	- Can view document verification tasks if they have access to parent record document verification tasks. - Can submit, verify, and reject document verification tasks.	- canvas\_user - sn\_docintel.extraction\_agent - sn\_docintel.creation\_agent
Document processor collector \[sn\_doc\_processor.collector\]	- 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.	canvas\_user
Document processor viewer \[sn\_doc\_processor.viewer\]	Can view document verification tasks if they have access to parent record document verification tasks.

Table	Description
Document Category \[sn\_doc\_processor\_category\]	Stores all document categories that are configured for all workflows across Financial Services Operations applications.
Document Type \[sn\_doc\_processor\_type\]	Stores all defined document types.
Category Type \[sn\_doc\_processor\_m2m\_category\_type\]	Stores all defined document category types.
Attribute \[sn\_doc\_processor\_attribute\]	Stores all defined document attributes.
Document List Definition \[sn\_doc\_processor\_list\]	Stores all document lists.
Document List Item Definition \[sn\_doc\_processor\_list\_item\]	Stores all defined document list items.
Document Verification \[sn\_doc\_processor\_verification\_task\]	Stores all tasks for document verification requests for all Financial Services Operations applications. This table extends the Task \[task\] table.
Extracted Value \[sn\_doc\_processor\_extracted\_value\]	Stores all extracted values for documents processed through OCR.
Document \[sn\_doc\_processor\_document\]	Stores all documents.

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

Component name	Scope	Description
CSM Configurable Workspace Playbook – Document Verification	Document Processor	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 for more information.Note: This component requires CSM workspace to be installed.