Security Role for Banking Product Factory
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. Financial institutions can use the security role to grant their employees access rights within its systems. Read the Users topic for information about associating the security role to users in Innovation Studio.
You can also create a new security role to fit your financial institution's business needs. Read the Creating Security Roles topic for information about creating a new security role in Innovation Studio.
Predefined Banking Product Factory Security Role
Banking Product Factory comes with the following predefined security role that grant specific access rights to the users associated with such a role to the High Productivity Fintech Infrastructure's actions and functions:
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Banking Product Admin - Users with this security role have
read
,insert
,update
anddelete
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.
If your user has more than one role, then your access rights are cumulative and you are granted the highest access right.
Read the following sections for detailed information about each security role's access rights to entities and endpoints within the High Productivity Fintech Infrastructure:
A user with this security role has the following access rights to records in High Productivity Fintech Infrastructure's entities:
Entity | Read | Insert | Update | Delete |
Account | Yes | No | No | No |
approvalTask | Yes | Yes | Yes | No |
AssociatedTransactions | Yes | Yes | Yes | Yes |
attribute | Yes | No | No | No |
entity | Yes | Yes | Yes | Yes |
entitystatus | Yes | Yes | Yes | No |
Log_sp_exec | Yes | Yes | Yes | Yes |
Agreement | Yes | Yes | Yes | Yes |
BandedInterest | Yes | No | No | No |
BankingProduct | Yes | Yes | Yes | Yes |
BankingProduct_BW | Yes | Yes | Yes | Yes |
BankingProduct_BWA | Yes | Yes | Yes | Yes |
BankingProduct_X_ProductQuestion | Yes | Yes | Yes | Yes |
BankingProductAgreement | Yes | Yes | Yes | Yes |
BankingProductDiscount | Yes | Yes | Yes | Yes |
BankingProductDocument | Yes | Yes | Yes | Yes |
BankingProductMandatoryRoles | Yes | Yes | Yes | Yes |
BankingProductType | Yes | No | No | No |
BankingProductXBankingProduct | Yes | Yes | Yes | Yes |
BankingProductXInterestCalcType | Yes | Yes | Yes | Yes |
BankingProductXPaymentSchedType | Yes | Yes | Yes | Yes |
BankingProductXProductDestType | Yes | Yes | Yes | Yes |
BankingProductXProductGuarantee | Yes | Yes | Yes | Yes |
Category | Yes | Yes | Yes | Yes |
Class | Yes | Yes | Yes | Yes |
ClassificationType | Yes | Yes | Yes | Yes |
CollateralType | Yes | Yes | Yes | Yes |
Commission | Yes | Yes | Yes | Yes |
CommissionList | Yes | Yes | Yes | Yes |
CommissionListXCommission | Yes | Yes | Yes | Yes |
CommissionSchema | Yes | Yes | Yes | Yes |
CommissionType | Yes | Yes | Yes | Yes |
CommissionValue | Yes | Yes | Yes | Yes |
Covenant | Yes | Yes | Yes | Yes |
Discount | Yes | Yes | Yes | Yes |
Feature | Yes | Yes | Yes | Yes |
Filter | Yes | Yes | Yes | Yes |
FilterValue | Yes | Yes | Yes | Yes |
Formula | Yes | Yes | Yes | Yes |
FormulaType | Yes | Yes | Yes | Yes |
GLAccounts | Yes | Yes | Yes | Yes |
Insurance | Yes | Yes | Yes | Yes |
InsuranceItem | Yes | Yes | Yes | Yes |
InsuranceItemFilter | Yes | Yes | Yes | Yes |
InsuranceList | Yes | Yes | Yes | Yes |
InsuranceValue | Yes | Yes | Yes | Yes |
InsuranceXInsuranceList | Yes | Yes | Yes | Yes |
Interest | Yes | Yes | Yes | Yes |
InterestCalculationType | Yes | Yes | Yes | Yes |
InterestCommissionFilter | Yes | Yes | Yes | Yes |
InterestCommissionFilterValue | Yes | Yes | Yes | Yes |
InterestCommissionItem | Yes | Yes | Yes | Yes |
InterestCommissionItemFilter | Yes | Yes | Yes | Yes |
InterestList | Yes | Yes | Yes | Yes |
InterestListXInterest | Yes | Yes | Yes | Yes |
InterestRateMatrix | Yes | No | No | No |
InterestValue | Yes | Yes | Yes | Yes |
PaymentScheduleType | Yes | Yes | Yes | Yes |
PaymentScheduleType_BW | Yes | Yes | Yes | No |
PaymentScheduleTypeDetail | Yes | Yes | Yes | Yes |
PaymentScheduleTypeDetailSource | Yes | Yes | Yes | Yes |
ProductAdminConfiguration | Yes | Yes | Yes | Yes |
ProductAvailabilityItemFilter | Yes | Yes | Yes | Yes |
ProductClassification | Yes | Yes | Yes | Yes |
ProductCovenant | Yes | Yes | Yes | Yes |
ProductDestinationType | Yes | Yes | Yes | Yes |
ProductDisbursement | Yes | Yes | Yes | Yes |
ProductDiscountItemFilter | Yes | Yes | Yes | Yes |
ProductGrace | Yes | Yes | Yes | Yes |
ProductGuarantee | Yes | Yes | Yes | Yes |
ProductGuaranteeStructure | Yes | Yes | Yes | Yes |
ProductQuestion | Yes | Yes | Yes | Yes |
ProductQuestion_BW | Yes | Yes | Yes | Yes |
ProductQuestion_BWA | Yes | Yes | Yes | Yes |
ScheduleElementClass | Yes | Yes | Yes | Yes |
ScheduleTypeColumn | Yes | Yes | Yes | Yes |
SubCategory | Yes | Yes | Yes | Yes |
SubClass | Yes | Yes | Yes | Yes |
SubClass_x_Account | Yes | Yes | Yes | Yes |
TestScenario | Yes | Yes | Yes | Yes |
TestScenarioOutput | Yes | Yes | Yes | Yes |
Formula | Yes | No | No | No |
FormulaInput | Yes | No | No | No |
AllocationMethod | Yes | Yes | Yes | Yes |
AllocationMethodDetail | Yes | Yes | Yes | Yes |
Bank | Yes | Yes | Yes | Yes |
BankAccount | Yes | Yes | Yes | Yes |
BankAccountOperation | Yes | Yes | Yes | Yes |
BankAccountOperationType | Yes | Yes | Yes | Yes |
BankAccountTransaction | Yes | Yes | Yes | Yes |
CalendarHoliday | Yes | Yes | Yes | Yes |
ControlPanel | Yes | No | No | No |
Holiday | Yes | Yes | Yes | Yes |
OperationItem | Yes | Yes | Yes | Yes |
PeriodicityType | Yes | Yes | Yes | Yes |
TransactionFee | Yes | Yes | Yes | Yes |
TransactionFeeItem | Yes | Yes | Yes | Yes |
TransactionFeeItemFilter | Yes | Yes | Yes | Yes |
TransactionFeeList | Yes | Yes | Yes | Yes |
TransactionFeeValue | Yes | Yes | Yes | Yes |
TransactionOperationType | Yes | Yes | Yes | Yes |
TransactionProcessor | Yes | Yes | Yes | Yes |
WeekDay | Yes | Yes | Yes | Yes |
Country | Yes | Yes | Yes | Yes |
Currency | Yes | Yes | Yes | Yes |
EntityStatusSettings | Yes | Yes | Yes | Yes |
AccountingChart | Yes | No | No | No |
AccountingScope | Yes | No | No | No |
AccountingSystem | Yes | No | No | No |
TransactionAccountingModel | Yes | No | No | No |
TransactionItemAccountingConfig | Yes | No | No | No |
TransactionType | Yes | Yes | Yes | Yes |
TransactionValueType | Yes | No | No | No |
VersionSettings | Yes | No | No | No |
VersionSettingsItem | Yes | No | No | No |
HolidayShiftCountries | Yes | Yes | Yes | Yes |
optionset | Yes | No | No | No |
optionsetitem | Yes | Yes | Yes | Yes |
report | Yes | No | No | No |
A user with this security role can access the following endpoints:
Endpoints |
CallFormula |
CheckFromToDates |
CheckMandatoryRoleXLimitType |
CommissionSchemaDetail |
EntityVersion |
Formula_CreateDataMapping |
GetAvailabilityFiltersOnProduct |
GetAvailablePaymentsSchedule |
GetAvailableProductDiscounts |
GetAvailableProductFeatures |
GetAvailableProductImage |
GetAvailableProducts |
GetAvailableProductsExtra |
GetBankingProductDetails |
GetBankingProductTypeValues |
GetCommissionDetail |
GetCommissionInfo |
GetInterestDetail |
GetMainBank |
GetPeriodicityTypeInfo |
GetPrimaryAttribute |
GetProductDocuments |
GetProductInsuranceList |
GetProductInterestCommissionList |
GetProductType |
GetScheduleFields |
GetSubClassInfo |
IsEditableForm |
Simulate |
TestCallFormula |
CountQuestionsOnProduct |
GetQuestionsOnProduct |
SaveCustomQuestion |
CheckGL |
CheckLicense |
Entity Version |
EntityDuplicate |
IsRelatedEntities |
GetTransactionTypesForClawback |