Security Roles
A security role is a set of privileges and levels of access to various actions/ functions within the High Productivity Fintech Infrastructure. Read the Security Roles topic for detailed information.
Banking Product Factory has a predefined security role specific for banking-related business needs. Banks can use the security roles to grant their employees access rights within its systems. Read the Users topic for information about associating security roles to users in Innovation Studio.
Banks can also create new security roles to fit their business needs. Read the Creating Security Roles topic for information about creating new security roles in Innovation Studio.
Predefined Banking Product Factory Security Roles
Banking Product Factory comes with the following predefined security roles that grant specific access rights to the users associated with such a role to the High Productivity Fintech Infrastructure's actions and functions:
| Security Role | Description |
|---|---|
| Banking Product Admin | Users with this security role have read, insert, update and delete access rights to the banking product records within their organization. They can access and update all the entities related to the definition of banking products, and they can access all the banking menu items within the Product Factory menu. |
IMPORTANT!
If a user is associated with more than one role, then the access rights are cumulative and the highest access right is granted.
If a user is associated with more than one role, then the access rights are cumulative and the highest access right is granted.
The following sections offer detailed information about each security role's access rights to entities and endpoints within the High Productivity Fintech Infrastructure:
Banking Product Admin
A user with this security role has the following access rights to records in High Productivity Fintech Infrastructure's entities:
| Entity | Scope | Read | Insert | Delete | Update |
| Account | Organization | 1 | 0 | 0 | 0 |
| approvalTask | Organization | 1 | 1 | 0 | 1 |
| AssociatedTransactions | Organization | 1 | 1 | 1 | 1 |
| attribute | Organization | 1 | 0 | 0 | 0 |
| entity | Organization | 1 | 1 | 1 | 1 |
| entitystatus | Organization | 1 | 1 | 0 | 1 |
| FT_Log_sp_exec | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Agreement | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BandedInterest | Organization | 1 | 0 | 0 | 0 |
| FTOS_BP_BankingProduct | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProduct_BW | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProduct_BWA | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProduct_X_FTOS_BP_ProductQuestion | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductAgreement | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductCommission | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductDiscount | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductDocument | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductInsurance | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductInterest | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductMandatoryRoles | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductXFTOS_BP_BankingProduct | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductXFTOS_BP_InterestCalcType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductXFTOS_BP_PaymentSchedType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductXFTOS_BP_ProductDestType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductXFTOS_BP_ProductGuarantee | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_BankingProductXMatrix | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Category | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Class | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ClassificationType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_CollateralType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Commission | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_CommissionList | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_CommissionListXFTOS_BP_Commission | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_CommissionSchema | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_CommissionType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_CommissionValue | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Covenant | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Discount | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Feature | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Filter | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_FilterValue | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Formula | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_FormulaType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_GLAccounts | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_IncomeWeight | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Insurance | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InsuranceItem | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InsuranceItemFilter | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InsuranceList | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InsuranceValue | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InsuranceXFTOS_BP_InsuranceList | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_Interest | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestCalculationType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestCommissionFilter | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestCommissionFilterValue | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestCommissionItem | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestCommissionItemFilter | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestList | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestListXFTOS_BP_Interest | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_InterestRateMatrix | Organization | 1 | 0 | 0 | 0 |
| FTOS_BP_InterestValue | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_PaymentScheduleType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_PaymentScheduleType_BW | Organization | 1 | 1 | 0 | 1 |
| FTOS_BP_PaymentScheduleTypeDetail | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_PaymentScheduleTypeDetailSource | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductAvailabilityItemFilter | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductClassification | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductCovenant | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductDestinationType | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductDisbursement | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductDiscountItemFilter | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductGrace | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductGuarantee | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductGuaranteeStructure | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductQuestion | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductQuestion_BW | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ProductQuestion_BWA | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ScheduleElementClass | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_ScheduleTypeColumn | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_SubCategory | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_SubClass | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_SubClass_x_Account | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_TestScenario | Organization | 1 | 1 | 1 | 1 |
| FTOS_BP_TestScenarioOutput | Organization | 1 | 1 | 1 | 1 |
| FTOS_CALC_Formula | Organization | 1 | 0 | 0 | 0 |
| FTOS_CALC_FormulaInput | Organization | 1 | 0 | 0 | 0 |
| FTOS_CB_AllocationMethod | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_AllocationMethodDetail | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_Bank | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_BankAccount | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_BankAccountOperation | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_BankAccountOperationType | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_BankAccountTransaction | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_CalendarHoliday | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_ControlPanel | Organization | 1 | 0 | 0 | 0 |
| FTOS_CB_Holiday | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_OperationItem | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_PeriodicityType | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_TransactionFee | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_TransactionFeeItem | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_TransactionFeeItemFilter | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_TransactionFeeList | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_TransactionFeeValue | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_TransactionOperationType | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_TransactionProcessor | Organization | 1 | 1 | 1 | 1 |
| FTOS_CB_WeekDay | Organization | 1 | 1 | 1 | 1 |
| FTOS_CMB_Country | Organization | 1 | 1 | 1 | 1 |
| FTOS_CMB_Currency | Organization | 1 | 1 | 1 | 1 |
| FTOS_EntityStatusSettings | Organization | 1 | 1 | 1 | 1 |
| FTOS_GL_AccountingChart | Organization | 1 | 0 | 0 | 0 |
| FTOS_GL_AccountingScope | Organization | 1 | 0 | 0 | 0 |
| FTOS_GL_AccountingSystem | Organization | 1 | 0 | 0 | 0 |
| FTOS_GL_TransactionAccountingModel | Organization | 1 | 0 | 0 | 0 |
| FTOS_GL_TransactionItemAccountingConfig | Organization | 1 | 0 | 0 | 0 |
| FTOS_GL_TransactionType | Organization | 1 | 1 | 1 | 1 |
| FTOS_GL_TransactionValueType | Organization | 1 | 0 | 0 | 0 |
| FTOS_VersionSettings | Organization | 1 | 0 | 0 | 0 |
| FTOS_VersionSettingsItem | Organization | 1 | 0 | 0 | 0 |
| HolidayShiftCountries | Organization | 1 | 1 | 1 | 1 |
| optionset | Organization | 1 | 0 | 0 | 0 |
| optionsetitem | Organization | 1 | 1 | 1 | 1 |
| report | Organization | 1 | 0 | 0 | 0 |
A user with this security role can access the following endpoints:
| Endpoints |
| FTOS_BP_AddMatrixValues |
| FTOS_BP_CallFormula |
| FTOS_BP_CheckFromToDates |
| FTOS_BP_CheckMandatoryRoleXLimitType |
| FTOS_BP_CommissionSchemaDetail |
| FTOS_BP_EntityVersion |
| FTOS_BP_Formula_CreateDataMapping |
| FTOS_BP_GetAvailabilityFiltersOnProduct |
| FTOS_BP_GetAvailablePaymentsSchedule |
| FTOS_BP_GetAvailableProductDiscounts |
| FTOS_BP_GetAvailableProductFeatures |
| FTOS_BP_GetAvailableProductImage |
| FTOS_BP_GetAvailableProducts |
| FTOS_BP_GetAvailableProductsExtra |
| FTOS_BP_GetBankingProductDetails |
| FTOS_BP_GetCommissionDetail |
| FTOS_BP_GetCommissionInfo |
| FTOS_BP_GetInterestDetail |
| FTOS_BP_GetPeriodicityTypeInfo |
| FTOS_BP_GetPrimaryAttribute |
| FTOS_BP_GetProductDocuments |
| FTOS_BP_GetProductInsuranceList |
| FTOS_BP_GetProductInterestCommissionList |
| FTOS_BP_GetProductType |
| FTOS_BP_GetScheduleFields |
| FTOS_BP_IsEditableForm |
| FTOS_BP_SetBankingProductCommissionRules |
| FTOS_BP_SetBankingProductInsuranceRules |
| FTOS_BP_SetBankingProductInterestRules |
| FTOS_BP_Simulate |
| FTOS_BP_TestCallFormula |
| FTOS_CB_CalculatePMT |
| FTOS_CB_CountQuestionsOnProduct |
| FTOS_CB_GetQuestionsOnProduct |
| FTOS_CB_SaveCustomQuestion |
| FTOS_CheckGL |
| FTOS_CheckLicense |
| FTOS_Entity Version |
| FTOS_EntityDuplicate |
| FTOS_IsRelatedEntities |