Components installed with Finance Case Management
Several types of components are installed with the activation of the Finance Case Management plugin, including roles, flows, and tables.
Roles installed
The following roles are installed with Finance Case Management:
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| sn\_fin\_ops.admin | Can access all the features and capabilities of Finance Case Management, including Finance Operations workspace | - sla\_admin - sn\_fin\_ops.specialist |
| sn\_fin\_ops.requester | Can create finance-related cases | |
| sn\_fin\_ops.specialist | Can view and update the finance-related cases | - sn\_fin\_ops.requester - workspace\_user - canvas user - email\_composer |
| sn\_fin\_ops.task\_owner | Can view and update the tasks associated with the finance case |
Tables installed
No new tables are installed with Finance Case Management. However, the labels of the following tables are changed:
| Table | New label | Description |
|---|---|---|
| sn_spend_sdc_service_request | Finance case | Stores the finance cases |
| sn_spend_sdc_service_request_line | Finance case lines | Represents individual items or components related to the finance case |
| sn_spend_sdc_service_task | Finance task | Stores the finance tasks |
- Application plugin installation sequence in Finance Case Management
View the consolidated list of plugins, high-level description of each plugin, and the dependencies that are required before installing each plugin in Finance Case Management. - Activate the Create Finance Inquiry for inbound email flow
Activate the Create Finance case on Inbound email inquiry flow to create a finance inquiry case automatically based on the information in an inbound email.
Parent Topic:Install Finance Case Management