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

Components installed with Agentic Contact Center for Banking

Learn about the components that are installed with the activation of Agentic Contact Center for Banking.

Roles installed

Role title [name]DescriptionContains roles
CSR Banking Business Agent [sn_fso_csr.business_agent]This role grants access to AI-assisted CSR experiences for business banking and wealth customers.Users with this role can view and edit account cases within the scope of their granted access for case types, including cases created by other agents or submitted through the portal.sn_bom.account_contributor
CSR Banking Personal Agent [sn_fso_csr.personal_agent]This role grants access to AI-assisted CSR experiences for personal banking and wealth customers.Users with this role can view and edit consumer cases within the scope of their granted access for case types, including cases created by other agents or submitted through the portal.sn_bom.consumer_contributor

Parent Topic:Agentic Contact Center for Banking reference