Process Mining for Financial Services Operations
The Financial Services Operations Process Mining Content Pack has preconfigured Process Mining models for Financial Services Operations processes that help analysts and process owners analyze how effective their business processes are.
Important: Starting with the Vancouver release, the Process Optimization application has been renamed to Process Mining.
For information about enabling the FSO Process Mining Content Pack, see Content pack for Financial Services Operations.
Optimization projects
The content pack adds pre-built Process Mining project model definitions for these Financial Services Operations applications.
- Financial Services Business Deposit Operations
- Financial Services Business Loan Operations
- Financial Services Business Lifecycle
- Financial Services Card Operations
- Financial Services Client Lifecycle
- Financial Services Complaint Management
- Financial Services Payment Operations
- Financial Services Personal Loan Operations
- Financial Services Personal Deposit Operations
- Financial Services Treasury Operations
- Individual Life Servicing
- Group Life Servicing
- Commercial Lines Claims
- Personal Lines Claims
- Intelligent Servicing for Fraud
You can also configure a new process project that is based on a pre-built project. For more information, see Create a project or template using Project Builder.
Roles
Based on the Financial Services Operations application that you're using the Process Mining application for, you need the following roles.
| Financial Services Operations application | Required role |
|---|---|
| Financial Services Card Operations | Dispute management: sn_bom_credit_card.dispute_manager and sn_process_optimization_analyst |
| Financial Services Payment Operations | sn_bom_payment.payments_manager and sn_process_optimization_analyst |
| Financial Services Business Loan Operations | sn_bom_loan_b2b.manager and sn_process_optimization_analyst |
| Financial Services Personal Loan Operations | sn_bom_loan.b2c_manager and sn_process_optimization_analys |
| Financial Services Business Lifecycle | sn_bom_clo_b2b.manager and sn_process_optimization_analyst |
| Financial Services Client Lifecycle | sn_bom_clo_b2c.manager and sn_process_optimization_analyst |
| Financial Services Complaint Management | sn_bom_compl.manager and sn_process_optimization_analyst |
| Financial Services Business Deposit Operations | sn_bom_deposit_b2b.manager and sn_process_optimization_analyst |
| Financial Services Personal Deposit Operations | sn_bom_deposit_b2c.manager and sn_process_optimization_analyst |
| Commercial Lines Claims | sn_ins_claim_cml.manager and sn_process_optimization_analyst |
| Personal Lines Claims | sn_ins_claim_pers.manager and sn_process_optimization_analyst |
| Financial Services Treasury Operations | sn_bom_treasury.admin and sn_process_optimization_analyst |
| Individual Life Servicing | sn_ins_indiv_life.manager and sn_process_optimization_analyst |
| Group Life Servicing | sn_ins_group_life.manager and sn_process_optimization_analyst |
| Intelligent Servicing for Fraud | sn_bom_fraud.manager and sn_process_optimization_analyst |
Parent Topic:Implementing Platform Analytics solutions