Components installed with Financial Services Card Operations
Several types of components are installed with the installation of the Financial Services Card 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 application.
Plugins installed
| Plugin | Description |
|---|---|
| Customer Service\[com.sn\_customerservice\] | 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 credit card requests. For more information, see Financial Services Operations Core. |
| Financial Services Credit Operations | Enables management of Credit Risk Assessment tasks that are used in the card operations workflows. For more information, see Components installed with Financial Services Credit Operations. |
| Guided Decisions Experience | Allows customers to use Guided Decisions with Playbooks, Recommended Actions, and other features. For more information, see Configuring Guided Decisions |
| Document Processor | Enables management of document services tasks that are used in card operations workflows. For more information, see Integrating with Document Processor. |
Roles installed
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Credit card admin\[sn\_bom\_credit\_card.admin\] | Application-specific system administrator role that can:- Grant card operations roles - Delete credit card cases and tasks - Has read, write, and create access to credit card data. Note: The sn_bom.admin role contains the sn_bom_credit_card.admin role when the Financial Services Card Operations application is installed. | sn\_bom\_credit\_card.agent |
| Credit card agent\[sn\_bom\_credit\_card.agent\] | - View the overall status of credit card cases - Work on credit card cases and tasks | - sn\_ind.write - sn\_bom\_credit\_asmt.viewer - sn\_bom\_credit\_card\_account.viewer - sn\_bom\_document.viewer - sn\_esm\_agent |
| Credit card contributor\[sn\_bom\_credit\_card.contributor\] |
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. | - sn\_sla\_definition\_read - sn\_bom.b2c\_contributor - sn\_bom\_credit\_asmt.b2c\_viewer - sn\_bom\_credit\_card\_account.viewer - sn\_bom\_document.b2c\_viewer - sn\_customerservice.csm\_workspace\_user |
| Credit card agent connector\[sn\_bom\_credit\_card.agent\_connector\] |
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. | - sn\_sla\_definition\_read - sn\_bom\_credit\_asmt.b2c\_viewer - sn\_bom.viewer - sn\_bom\_credit\_card\_account.viewer - sn\_bom.agent - sn\_bom\_document.b2c\_viewer - sn\_customerservice.csm\_workspace\_user |
| Credit card viewer\[sn\_bom\_credit\_card.viewer\] | View credit card cases and related data | - sn\_ind.write - sn\_customerservice.case\_viewer - sn\_bom.credit\_card\_account\_viewer |
| Credit card account viewer\[sn\_bom.credit\_card\_account\_viewer\] | View credit card data entities. | |
| Card dispute manager \[sn\_bom\_credit\_card.dispute\_manager\] | - Manage dispute functions - View the Performance Analytics reports in the dashboard - Use Process Mining projects for dispute management processes | sn\_bom\_credit\_card.dispute\_agent |
| Card dispute agent \[sn\_bom\_credit\_card.dispute\_agent\] | - View status of dispute cases - Work on dispute cases and tasks | - sn\_bom.customer\_data\_viewer - sn\_bom.account\_data\_viewer - sn\_bom.credit\_card\_account\_viewer - sn\_bom.b2b\_agent - sn\_bom.deposit\_account\_viewer - sn\_bom.b2b\_credit\_card\_account\_viewer - sn\_bom.b2c\_agent |
| Card dispute agent connector \[sn\_bom\_credit\_card.dispute\_agent\_connector\] |
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. | - sn\_sla\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_bom.viewer - sn\_bom.account\_data\_viewer - sn\_bom.credit\_card\_account\_viewer - sn\_bom.agent - sn\_bom.deposit\_account\_viewer - sn\_bom.b2b\_credit\_card\_account\_viewer |
| Card dispute viewer\[sn\_bom\_credit\_card.dispute\_viewer\] | View dispute cases and related data | - sn\_bom.service\_definition\_read - sn\_bom.customer\_data\_viewer - sn\_bom.account\_data\_viewer - sn\_bom.credit\_card\_account\_viewer - sn\_bom.deposit\_account\_viewer - sn\_bom.b2b\_credit\_card\_account\_viewer |
Tables installed
| Table | Description |
|---|---|
| Card Base\[sn\_bom\_card\_base\] | Credit Card Service table extends the Card Base table. Card Base table extends the Case \[sn\_customerservice\_case\] table. |
| Credit Card Service\[sn\_bom\_credit\_card\_service\] | Stores all credit card service cases. This table extends the Card Base \[sn\_bom\_card\_base\] table. |
| Credit Card Task\[sn\_bom\_credit\_card\_task\] | Stores all credit card tasks. This table extends the Financial Task \[sn\_bom\_task\] table. |
| Dispute Service \[sn\_bom\_credit\_card\_disputes\_service\] | Stores all dispute service cases. This table extends the Card Base \[sn\_bom\_card\_base\] table. |
| Dispute Task \[sn\_bom\_credit\_card\_disputes\_task\] | Stores all dispute tasks. This table extends the Financial Task \[sn\_bom\_task\] table. |
| Dispute Transaction \[sn\_bom\_credit\_card\_disputes\_transaction\] | Stores all dispute transactions. |
| Visa Dispute Intake \[sn\_bom\_visa\_cp\_visa\_dispute\_questionnaire\] | Stores all Visa Dispute Questionnaire questions and responses. Extends the Intake Form \[sn\_evnt\_inq\_qtn\] table. |
| Visa Dispute Cardholder Intake \[sn\_bom\_visa\_cp\_visa\_dispute\_cardholder\_intake\] | Stores Visa Dispute Questionnaire questions and responses submitted by consumers, such as a dispute playbook on a service portal. See Create a dispute case with Dispute Intake in Portal for more information. Extends the Visa Dispute Intake \[sn\_bom\_visa\_cp\_visa\_dispute\_questionnaire\] table. |
Parent Topic:Financial Services Card Operations reference
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