Brazil, Australia, Zurich, Yokohama
Standalone Application
Provides a financial services data model that is used in Financial Services Operations workflows. This includes financial accounts, financial product models, financial services, transactions, and insurance policies.
- Adds tables for Financial Accounts, extending the Sold Product category to include Deposits, Loans, Cards, and Investments.
- Adds Financial Models tables extending Product Model: Deposit Models, Loan Models, Card Models, and Investment.
- Adds tables for Financial Transactions: Deposit Transactions, Loan Transactions, Card Transactions, and Investment Transaction.
- Adds access roles for each type of Financial Accounts, Financial Models, and Financial Transactions.
- Changed
- Updated the processing_code choice values for Visa transactional data to reflect the correct set of options.
- Updated processing_code and merchant_advice_code choice values for Mastercard transactional data, with corrected sentence-case labels for merchant advice codes.
- The AI Summary component on the claim workspace and claim summary have been replaced with the ServiceNow AI context menu (NACM), providing a consistent AI-assisted summarization experience. The component is hidden on unsaved records and only appears when the Claim Summarization skill configuration is active.
- Fixed
- Fixed a security vulnerability in household member lookups where queries could be manipulated via encoded query injection; lookups now enforce ACL checks and guard against null customer inputs.
- Fixed the service selection page to validate and sanitize the lookup table and record identifiers it receives, preventing crafted requests from redirecting writes to unintended tables.
- Fixed the work-notes save modal on both Claim Summary and Claim Workspace so that user edits are correctly preserved, save failures are surfaced with an explanatory message (keeping the modal open and text intact), and Cancel reliably closes the dialog.
Not applicable for this application version.
Permissions and roles:
- System administrator (admin) role is needed for the installation.