0
12.0.0
Australia, Zurich, Yokohama, Xanadu
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.
- New:
- Added action layout items for CSR, enhancing the available options for customer service representatives.
- Introduced new security ACLs and role mappings, strengthening access control and ensuring only authorized users can access sensitive features.
- Updated:
- FSO now uses the native CSM Case Type Selector with Agent and User Criteria support, replacing custom extension logic and legacy components to reduce maintenance overhead and standardize case type handling across all user types.
- Fixed:
- Provided a glidefix script for Case type selector upgrade scenarios, ensuring a smooth upgrade process.
- Removed:
Removed script includes that are no longer needed, as part of case type selector updates.
Permissions and roles:
- System administrator (admin) role is needed for the installation.