Security Roles for Core Banking
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.
Core Banking has a set of predefined security roles specific for banking-related business needs. Financial institutions can use these 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.
You can also create new security roles to fit your financial institution's business needs. Read the Creating Security Roles topic for information about creating new security roles in Innovation Studio.
Predefined Core Banking Security Roles
Core Banking comes with the following predefined security roles that grant specific access rights to the users associated with one or more of these roles to the High Productivity Fintech Infrastructure's actions and functions:
-
Loan Admin Officer - Users with this security role have
read, writeandauthorizeaccess rights to the Loans and Accounting records in all modules of Core Banking within their organization. -
Accounting Read - Users with this security role have
readaccess rights to the Accounting module of Core Banking within their organization. -
Corporate Credit Officer - Users with this security role have access rights to
readandwriteaccess rights to the Contract, Contract Version, Contract Event, Limits, Collateral Register, Credit Facility and Credit Facility Version records of Core Banking within their organization. -
Retail Credit Officer - Users with this security role have access rights to
readandwriteaccess rights to the Contract, Contract Version, Contract Event, Collateral Type and Collateral Register records of Core Banking within their organization. -
Accounting Officer - Users with this security role have
readandwriteaccess rights to the Accounting module of Core Banking within their organization. -
Supervisor Risk Officer - Users with this security role have
readaccess rights to the Contracts, Collateral Register and Credit Facility records of Core Banking within their organization, andauthorizationrights to the Limits records, all within their organization. -
Risk Officer - Users with this security role have
readaccess rights to the Contracts, Collateral Register and Credit Facility records, andwriteaccess rights to the Limits records of Core Banking within their organization.
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 the High Productivity Fintech Infrastructure's entities within their organization:
| Entity | Read | Insert | Update | Delete |
| Account | Yes | No | Yes | Yes |
| AccountRelOwnership | Yes | No | No | Yes |
| Address | Yes | No | No | Yes |
| approvalTask | Yes | No | No | Yes |
| businessunit | Yes | Yes | Yes | Yes |
| BWstatus | Yes | Yes | Yes | Yes |
| entity | Yes | Yes | Yes | No |
| entitystatus | Yes | Yes | Yes | Yes |
| Division | Yes | No | No | Yes |
| GroupAccount | Yes | Yes | Yes | Yes |
| GroupMember | Yes | No | No | Yes |
| UnitType | Yes | No | No | Yes |
| BandedInterest | Yes | No | No | Yes |
| BankingProduct | Yes | No | No | Yes |
| BankingProductAgreement | Yes | No | No | Yes |
| BankingProductDiscount | Yes | No | No | Yes |
| BankingProductDocument | Yes | No | No | Yes |
| BankingProductMandatoryRoles | Yes | Yes | Yes | Yes |
| BankingProductType | Yes | No | No | No |
| ClassificationType | Yes | No | No | Yes |
| CollateralType | Yes | Yes | Yes | Yes |
| Commission | Yes | Yes | Yes | Yes |
| CommissionSchema | Yes | Yes | Yes | Yes |
| CommissionType | Yes | Yes | Yes | Yes |
| CommissionValue | Yes | Yes | Yes | Yes |
| Covenant | Yes | Yes | Yes | Yes |
| Feature | Yes | No | No | Yes |
| Formula | Yes | No | No | Yes |
| FormulaType | Yes | Yes | Yes | Yes |
| GLAccounts | Yes | Yes | Yes | Yes |
| InsuranceItem | Yes | No | No | Yes |
| Interest | Yes | No | No | Yes |
| InterestCommissionItem | Yes | Yes | Yes | Yes |
| InterestCommissionItemFilter | Yes | Yes | Yes | Yes |
| InterestRateMatrix | Yes | No | No | Yes |
| InterestValue | Yes | No | No | Yes |
| PaymentScheduleType | Yes | No | No | Yes |
| ProductAvailabilityItemFilter | Yes | No | No | Yes |
| ProductClassification | Yes | No | No | Yes |
| ProductCovenant | Yes | No | No | Yes |
| ProductDestinationType | Yes | No | No | Yes |
| ProductDisbursement | Yes | No | No | Yes |
| ProductGuaranteeStructure | Yes | No | No | Yes |
| ProductQuestion | Yes | No | No | Yes |
| TestScenario | Yes | No | No | Yes |
| BankAccount | Yes | Yes | Yes | Yes |
| BankAccountOperation | Yes | Yes | Yes | Yes |
| CollateralRegister | Yes | Yes | Yes | Yes |
| CollateralRegister_BW | No | Yes | Yes | Yes |
| CollateralRegisterDocuments | Yes | Yes | Yes | Yes |
| CollateralRegisterOwner | Yes | Yes | Yes | Yes |
| CollateralRegisterParticipants | Yes | Yes | Yes | Yes |
| CollateralRegisterRank | Yes | Yes | Yes | Yes |
| Contract | Yes | Yes | Yes | Yes |
| Contract_BW | Yes | Yes | Yes | Yes |
| ContractAccrualAndProvision | Yes | Yes | Yes | Yes |
| ContractBorrowers | Yes | Yes | Yes | Yes |
| ContractClassification | Yes | Yes | Yes | Yes |
| ContractCollateral | Yes | Yes | Yes | Yes |
| ContractCorrectionEntry | Yes | Yes | Yes | Yes |
| ContractCorrectionEntry_BW | No | Yes | Yes | Yes |
| ContractCorrectionEntryDetail | Yes | Yes | Yes | Yes |
| ContractCovenant | Yes | Yes | Yes | Yes |
| ContractCovenant_BW | Yes | Yes | Yes | Yes |
| ContractDisbursement | Yes | Yes | Yes | Yes |
| ContractDisbursementTranche | Yes | Yes | Yes | Yes |
| ContractDisbursementTranche_BW | Yes | Yes | Yes | Yes |
| ContractDiscount | Yes | Yes | Yes | Yes |
| ContractDocument | Yes | Yes | Yes | Yes |
| ContractDocument_BW | Yes | Yes | No | Yes |
| ContractEvent | Yes | Yes | Yes | Yes |
| ContractEvent_BW | No | Yes | Yes | Yes |
| ContractFee | Yes | Yes | Yes | Yes |
| ContractGuarantor | Yes | Yes | Yes | Yes |
| ContractParticipant | Yes | Yes | Yes | Yes |
| ContractParticipant_BW | Yes | Yes | Yes | Yes |
| ContractPenalty | Yes | Yes | Yes | Yes |
| ContractReevaluation | Yes | Yes | Yes | Yes |
| ContractRepaymentSchedule | Yes | Yes | Yes | Yes |
| ContractRepaymentScheduleDetail | Yes | Yes | Yes | Yes |
| ContractRepaymentScheduleDisb | Yes | Yes | Yes | Yes |
| ContractRepaymentScheduleDisbDet | Yes | Yes | Yes | Yes |
| ContractRepaymentScheduleVersion | Yes | Yes | Yes | Yes |
| ControlPanel | Yes | No | No | No |
| CovenantResolution | Yes | Yes | Yes | Yes |
| CreditFacility | Yes | No | No | Yes |
| CreditFacilityAccrual | Yes | No | No | Yes |
| CreditFacilityDetail | Yes | Yes | Yes | Yes |
| CreditFacilityFee | Yes | No | No | Yes |
| CreditFacilityFeeValue | Yes | No | No | Yes |
| CreditFacilityParticipant | Yes | No | No | Yes |
| CreditFacilityPlan | Yes | No | No | Yes |
| CreditFacilityProduct | Yes | No | No | Yes |
| CustomerLimit | Yes | Yes | Yes | Yes |
| CustomerLimit_BW | Yes | Yes | Yes | Yes |
| CustomerLimitType | Yes | Yes | Yes | Yes |
| DailyContractInterest | Yes | Yes | Yes | Yes |
| DelayCategory | Yes | Yes | Yes | Yes |
| DepositValueCalculation | Yes | Yes | Yes | Yes |
| Holiday | Yes | Yes | Yes | Yes |
| OperationItem | Yes | No | No | Yes |
| Payment | Yes | Yes | Yes | Yes |
| PaymentAllocation | Yes | Yes | Yes | Yes |
| PaymentNotification | Yes | Yes | Yes | Yes |
| PeriodicityType | Yes | Yes | Yes | Yes |
| ReconciliationAccountSettings | Yes | Yes | Yes | Yes |
| RepaymentNotification | Yes | No | No | Yes |
| RepaymentNotificationDetail | Yes | No | No | Yes |
| SystemParameter | Yes | Yes | Yes | Yes |
| TransactionOperationType | Yes | Yes | Yes | Yes |
| VersioningReason | Yes | No | No | No |
| WeekDay | Yes | Yes | Yes | Yes |
| AccountType | Yes | No | No | Yes |
| Action | Yes | No | No | Yes |
| Activity | Yes | No | No | Yes |
| Country | Yes | No | No | Yes |
| Currency | Yes | Yes | Yes | Yes |
| FTOS_EntityStatusSettings | Yes | Yes | Yes | Yes |
| AccountingChart | Yes | Yes | Yes | Yes |
| AccountingEntry | Yes | Yes | Yes | Yes |
| AccountingJournal | Yes | Yes | Yes | Yes |
| AccountingScope | Yes | Yes | Yes | Yes |
| AccountingSystem | Yes | Yes | Yes | Yes |
| Journal | Yes | Yes | Yes | Yes |
| LegalEntity | Yes | Yes | Yes | Yes |
| LegalEntitySystem | Yes | Yes | Yes | Yes |
| OperationTransaction | Yes | Yes | Yes | Yes |
| OperationTransactionValue | Yes | Yes | Yes | Yes |
| TransactionAccountingModel | Yes | Yes | Yes | Yes |
| TransactionItemAccountingConfig | Yes | Yes | Yes | Yes |
| TransactionType | Yes | Yes | Yes | Yes |
| TransactionValueType | Yes | Yes | Yes | Yes |
| Activity | Yes | No | No | Yes |
| Agreement | Yes | Yes | Yes | Yes |
| Agreement_BW | Yes | Yes | Yes | Yes |
| AgreementPricing | Yes | Yes | Yes | Yes |
| Invoice | Yes | Yes | Yes | Yes |
| Invoice_BW | Yes | Yes | Yes | Yes |
| InvoiceDetail | Yes | Yes | Yes | Yes |
| FTOS_VersionSettings | Yes | Yes | Yes | Yes |
| optionset | Yes | No | No | Yes |
| optionsetitem | Yes | No | No | Yes |
| systemuser | Yes | Yes | Yes | Yes |
A user with this security role can access the following endpoints:
| Endpoint |
| CheckFromToDates |
| CheckMandatoryRoleXLimitType |
| CommissionSchemaDetail |
| GetBankingProductDefaultValues |
| GetBankingProductInfo |
| GetCommissionInfo |
| GetCommissionTypeInfo |
| GetPeriodicityTypeInfo |
| GetProductInterestCommissionList |
| AddUpdateContractPaymentHoliday |
| CalculateContractCustomValues |
| CalculateContractCustomValues_ForDisbursement |
| CalculateInvoiceAmounts |
| CalculateMaturityDate_BA |
| CheckCustomerRole |
| CheckInvoiceHasDetails |
| CheckLimitTypeRole |
| ContractCommissionAmountCalc |
| DeleteDocument |
| DeleteRepaymentSchedule |
| DisplayFinancedAmountEventForm |
| EntityVersion_Agreement |
| EntityVersion_Contract |
| EntityVersion_CustomerLimit |
| getBandedInterestObject |
| GetBlockAmountOnContract |
| GetClosureOfContracts |
| GetCommissionDetail |
| GetContractCollateralInfo |
| GetContractEventEditUrl |
| GetContractExtendedData |
| GetContractInfo |
| GetContractRepaymentSchedule |
| GetContractsForLimit |
| GetContractsWithPaymentHolidayPossibility |
| GetCreditFacilityLimitPercent |
| GetDataSourceChartAgreement |
| GetDataSourceChartContractOverview |
| GetDataSourceChartCreditFacility_LoanOfficerAdminRetail |
| GetDataSourceClosingContractsChart |
| GetDataSourceFutureInstallmentsReport |
| GetDataSourceNewContractsChart |
| GetDataSourcePastDueInstallmentsReport |
| GetEarlyRepaymentValues |
| GetExchangeRate |
| GetExchangeRateOfCollateralRegisterToContract |
| GetFixedVariableInterest |
| GetGLOnContract |
| GetGroupInfo |
| GetInstallment_Principal_InstallmenNo_Values |
| GetInterestReferencePeriod |
| GetInvoiceDetails |
| GetLimitTypeByCustomer |
| GetNoOfContractTranches |
| GetNoOfCurrentAccountsForCurrencyId |
| GetProductInterestValue |
| GetProductMinInterestRate |
| GetPurgeableRecordsByCode |
| GetReasonDetails |
| GetRemainingNotifications |
| GetSalesChannelByName |
| GetSoonToExpireCurrentAccountWithOverdrafts |
| GetSystemInvariantDate |
| GetSystemParameter |
| GetTransactionTypeByCode |
| GetWorkingDate |
| PaymentHolidaySchedule |
| PaymentScheduleFields |
| PaymentScheduleFieldsDisb |
| PeriodicityType |
| ProcessAccrualsAndProvisions |
| RecalculateEarlyRepaymentSchedule |
| RecalculateSchedule |
| releaseCollaterals |
| SetInterestRate |
| UpdateActivationDate |
| UpdateTranche |
| ValidateOverdraftExpireFields |
| FTOS_CheckLicense |
| FTOS_GetDataSourceChartContract |
| FTOS_GetDataSourceChartContractEvents |
| FTOS_GetDataSourceChartCreditFacility |
| CheckToBePurgedTransaction |
| GenerateAccountingEntry |
| GetTransactionTypeDetailsBulk |
| CalculateCommissionAppliedTo |
| CallFormula |
| GetAgreementBusinessStatusDisplayName |
| GetAgreementCommissionsDetails |
| GetAgreementDetails |
| GetInvoiceDetailContracts |
| GetTransactionTypesForClawback |
| FTOS_VerifyUsersCompetence |
A user with this security role has the following access rights to records in the High Productivity Fintech Infrastructure's entities within their organization:
| Entity | Read | Insert | Update | Delete |
| Account | Yes | No | No | No |
| approvalTask | Yes | No | No | No |
| businessunit | Yes | No | No | No |
| entity | Yes | No | No | No |
| entitystatus | Yes | No | No | No |
| GroupMember | Yes | No | No | No |
| BankingProduct | Yes | No | No | No |
| BankingProductType | Yes | No | No | No |
| Commission | Yes | No | No | No |
| CommissionSchema | Yes | No | No | No |
| CommissionType | Yes | No | No | No |
| CommissionValue | Yes | No | No | No |
| FormulaType | Yes | No | No | No |
| GLAccounts | Yes | No | No | No |
| Interest | Yes | No | No | No |
| PaymentScheduleType | Yes | No | No | No |
| ProductClassification | Yes | No | No | No |
| BankAccount | Yes | No | No | No |
| BankAccountOperation | Yes | No | No | No |
| Contract | Yes | No | No | No |
| ContractAccrualAndProvision | Yes | No | No | No |
| ContractClassification | Yes | No | No | No |
| ContractCollateral | Yes | No | No | No |
| ContractCovenant | Yes | No | No | No |
| ContractDisbursementTranche | Yes | No | No | No |
| ContractDocument | Yes | No | No | No |
| ContractEvent | Yes | No | No | No |
| ContractFee | Yes | No | No | No |
| ContractGuarantor | Yes | No | No | No |
| ContractParticipant | Yes | No | No | No |
| ContractPenalty | Yes | No | No | No |
| ContractReevaluation | Yes | No | No | No |
| ContractRepaymentSchedule | Yes | No | No | No |
| ContractRepaymentScheduleDetail | Yes | No | No | No |
| ContractRepaymentScheduleVersion | Yes | No | No | No |
| CreditFacility | Yes | No | No | No |
| CreditFacilityAccrual | Yes | No | No | No |
| CreditFacilityDetail | Yes | No | No | No |
| CreditFacilityFee | Yes | No | No | No |
| CreditFacilityFeeValue | Yes | No | No | No |
| CreditFacilityParticipant | Yes | No | No | No |
| CreditFacilityPlan | Yes | No | No | No |
| CreditFacilityProduct | Yes | No | No | No |
| CustomerLimit | Yes | No | No | No |
| CustomerLimit_BW | Yes | No | No | No |
| CustomerLimitType | Yes | No | No | No |
| OperationItem | Yes | No | No | No |
| Payment | Yes | No | No | No |
| PaymentNotification | Yes | No | No | No |
| PeriodicityType | Yes | No | No | No |
| RepaymentNotification | Yes | No | No | No |
| TransactionOperationType | Yes | No | No | No |
| VersioningReason | Yes | No | No | No |
| WeekDay | Yes | No | No | No |
| AccountType | Yes | No | No | No |
| Currency | Yes | No | No | No |
| EntityStatusSettings | Yes | No | No | No |
| AccountingChart | Yes | No | No | No |
| AccountingEntry | Yes | No | No | No |
| AccountingJournal | Yes | No | No | No |
| AccountingScope | Yes | No | No | No |
| AccountingSystem | Yes | No | No | No |
| Journal | Yes | No | No | No |
| LegalEntity | Yes | No | No | No |
| LegalEntitySystem | Yes | No | No | No |
| OperationTransaction | Yes | No | No | No |
| OperationTransactionValue | Yes | No | No | No |
| TransactionAccountingModel | Yes | No | No | No |
| TransactionItemAccountingConfig | Yes | No | No | No |
| TransactionType | Yes | No | No | No |
| TransactionValueType | Yes | No | No | No |
| Agreement | Yes | No | No | No |
| Agreement_BW | Yes | No | No | No |
| AgreementPricing | Yes | No | No | No |
| Invoice | Yes | No | No | No |
| Invoice_BW | Yes | No | No | No |
| InvoiceDetail | Yes | No | No | No |
| optionset | Yes | No | No | No |
| optionsetitem | Yes | No | No | No |
A user with this security role can access the following endpoints:
| Endpoint |
| CheckFromToDates |
| CheckMandatoryRoleXLimitType |
| CommissionSchemaDetail |
| GetBankingProductInfo |
| GetCommissionInfo |
| GetCommissionTypeInfo |
| GetPeriodicityTypeInfo |
| GetProductInterestCommissionList |
| CalculateContractCustomValues |
| CalculateInvoiceAmounts |
| CalculateMaturityDate_BA |
| CheckCustomerRole |
| CheckInvoiceHasDetails |
| CheckLimitTypeRole |
| EntityVersion_Agreement |
| EntityVersion_Contract |
| EntityVersion_CustomerLimit |
| getBandedInterestObject |
| GetBlockAmountOnContract |
| GetClosureOfContracts |
| GetCommissionDetail |
| GetContractEventEditUrl |
| GetContractInfo |
| GetContractRepaymentSchedule |
| GetContractsForLimit |
| GetCreditFacilityLimitPercent |
| GetDataSourceChartAgreement |
| GetDataSourceChartContractOverview |
| GetDataSourceChartCreditFacility_LoanOfficerAdminRetail |
| GetDataSourceClosingContractsChart |
| GetDataSourceNewContractsChart |
| GetExchangeRate |
| GetGLOnContract |
| GetGroupInfo |
| GetInstallment_Principal_InstallmenNo_Values |
| GetInterestReferencePeriod |
| GetInvoiceDetails |
| GetLimitTypeByCustomer |
| GetNoOfCurrentAccountsForCurrencyId |
| GetProductInterestValue |
| GetProductMinInterestRate |
| GetReasonDetails |
| GetSalesChannelByName |
| GetSystemInvariantDate |
| GetSystemParameter |
| GetTransactionTypeByCode |
| PeriodicityType |
| UpdateActivationDate |
| FTOS_GetDataSourceChartContract |
| FTOS_GetDataSourceChartContractEvents |
| FTOS_GetDataSourceChartCreditFacility |
| GenerateAccountingEntry |
| CalculateCommissionAppliedTo |
| CallFormula |
| GetAgreementBusinessStatusDisplayName |
| GetAgreementCommissionsDetails |
| GetAgreementDetails |
| GetInvoiceDetailContracts |
| GetTransactionTypesForClawback |
| FTOS_VerifyUsersCompetence |
The following dashboards can be viewed by a user with this security role:
| Dashboards |
|---|
| FTOS_RequestContractEvent |
| CustomerLimit |
A user with this security role has the following access rights to records in the High Productivity Fintech Infrastructure's entities within their organization:
| Entity | Read | Insert | Update | Delete |
| Account | Yes | No | Yes | No |
| AccountRelOwnership | Yes | No | No | No |
| approvalTask | Yes | No | No | No |
| attribute | Yes | No | No | No |
| businessunit | Yes | No | No | No |
| BWstatus | Yes | No | No | No |
| entity | Yes | No | No | No |
| entitystatus | Yes | No | No | No |
| GroupAccount | Yes | No | No | No |
| GroupMember | Yes | No | No | No |
| BankingProduct | Yes | No | No | No |
| BankingProductType | Yes | No | No | No |
| CollateralType | Yes | No | Yes | No |
| Commission | Yes | No | No | No |
| Covenant | Yes | No | No | No |
| Interest | Yes | No | No | No |
| InterestCommissionItem | Yes | No | No | No |
| InterestCommissionItemFilter | Yes | No | No | No |
| PaymentScheduleType | Yes | No | No | No |
| ProductClassification | Yes | No | No | No |
| BankAccount | Yes | No | No | No |
| BankAccountOperation | Yes | No | No | No |
| CollateralRegister | Yes | Yes | Yes | No |
| CollateralRegister_BW | Yes | Yes | No | No |
| CollateralRegisterDocuments | Yes | Yes | Yes | No |
| CollateralRegisterOwner | Yes | Yes | Yes | No |
| CollateralRegisterParticipants | Yes | Yes | Yes | No |
| CollateralRegisterRank | Yes | Yes | Yes | No |
| Contract | Yes | Yes | Yes | No |
| Contract_BW | Yes | Yes | No | No |
| ContractAccrualAndProvision | Yes | Yes | Yes | No |
| ContractBorrowers | Yes | Yes | Yes | No |
| ContractClassification | Yes | No | No | No |
| ContractCollateral | Yes | Yes | Yes | No |
| ContractCorrectionEntry | Yes | Yes | Yes | No |
| ContractCorrectionEntryDetail | Yes | Yes | Yes | No |
| ContractCovenant | Yes | Yes | Yes | Yes |
| ContractDisbursement | Yes | Yes | Yes | No |
| ContractDisbursementTranche | Yes | Yes | Yes | Yes |
| ContractDiscount | Yes | Yes | Yes | No |
| ContractDocument | Yes | Yes | Yes | Yes |
| ContractDocument_BW | Yes | Yes | No | Yes |
| ContractEvent | Yes | Yes | Yes | No |
| ContractEvent_BW | Yes | Yes | No | No |
| ContractFee | Yes | Yes | Yes | Yes |
| ContractGuarantor | Yes | Yes | Yes | No |
| ContractParticipant | Yes | Yes | Yes | Yes |
| ContractParticipant_BW | Yes | Yes | Yes | Yes |
| ContractPenalty | Yes | Yes | Yes | No |
| ContractPenaltyDetail | Yes | Yes | Yes | No |
| ContractReevaluation | Yes | Yes | Yes | No |
| ContractRepaymentSchedule | Yes | Yes | Yes | No |
| ContractRepaymentScheduleDetail | Yes | Yes | Yes | No |
| ContractRepaymentScheduleDisb | Yes | Yes | Yes | No |
| ContractRepaymentScheduleDisbDet | Yes | Yes | Yes | No |
| ContractRepaymentScheduleVersion | Yes | Yes | Yes | No |
| ControlPanel | Yes | No | No | No |
| CreditFacility | Yes | Yes | Yes | No |
| CreditFacility_BW | Yes | Yes | No | No |
| CreditFacility_BWA | Yes | Yes | No | No |
| CreditFacilityAccrual | Yes | Yes | Yes | No |
| CreditFacilityDetail | Yes | Yes | Yes | No |
| CreditFacilityDetail_BW | Yes | Yes | No | No |
| CreditFacilityDetail_BWA | Yes | Yes | No | No |
| CreditFacilityFee | Yes | Yes | Yes | No |
| CreditFacilityFeeValue | Yes | Yes | Yes | No |
| CreditFacilityParticipant | Yes | Yes | Yes | No |
| CreditFacilityPlan | Yes | Yes | Yes | No |
| CreditFacilityProduct | Yes | Yes | Yes | No |
| CustomerLimit | Yes | Yes | Yes | Yes |
| CustomerLimit_BW | Yes | Yes | Yes | Yes |
| CustomerLimitType | Yes | Yes | Yes | Yes |
| DailyContractInterest | Yes | Yes | Yes | No |
| DelayCategory | Yes | No | No | No |
| DepositValueCalculation | Yes | Yes | Yes | No |
| OperationItem | Yes | No | No | No |
| PaymentAllocation | Yes | Yes | Yes | No |
| PaymentNotification | Yes | Yes | Yes | No |
| PeriodicityType | Yes | No | No | No |
| RepaymentNotification | Yes | Yes | Yes | No |
| VersioningReason | Yes | No | No | No |
| AccountType | Yes | No | No | No |
| Currency | Yes | No | No | No |
| FTOS_EntityStatusSettings | Yes | No | No | No |
| AccountingEntry | Yes | No | No | No |
| TransactionType | Yes | No | No | No |
| FTOS_VersionSettings | Yes | No | No | No |
| systemuser | Yes | No | No | No |
A user with this security role can access the following endpoints:
| Endpoint |
| CheckFromToDates |
| CheckMandatoryRoleXLimitType |
| GetBankingProductInfo |
| GetBankingProductsForCreditFacility |
| GetCommissionInfo |
| GetProductInterestCommissionList |
| CalculateContractCustomValues |
| CalculateContractCustomValues_ForDisbursement |
| CalculateMaturityDate_BA |
| CheckCustomerRole |
| CheckLimitTypeRole |
| ContractCommissionAmountCalc |
| DeleteDocument |
| DeleteRepaymentSchedule |
| DisplayFinancedAmountEventForm |
| EntityVersion_Agreement |
| EntityVersion_Contract |
| EntityVersion_CreditFacility |
| EntityVersion_CustomerLimit |
| getBandedInterestObject |
| GetBlockAmountOnContract |
| GetClosureOfContracts |
| GetCommissionDetail |
| GetContractCollateralInfo |
| GetContractEventEditUrl |
| GetContractExtendedData |
| GetContractRepaymentSchedule |
| GetContractsForLimit |
| GetCreditFacilityInfo |
| GetCreditFacilityLimitPercent |
| GetCreditFacilityParticipantInfo |
| GetDataSourceChartAgreement |
| GetDataSourceChartContractOverview |
| GetDataSourceChartCreditFacility_LoanOfficerAdminRetail |
| GetDataSourceClosingContractsChart |
| GetDataSourceFutureInstallmentsReport |
| GetDataSourceNewContractsChart |
| GetDataSourcePastDueInstallmentsReport |
| GetEarlyRepaymentValues |
| GetExchangeRate |
| GetExchangeRateOfCollateralRegisterToContract |
| GetFixedVariableInterest |
| GetGLOnContract |
| GetGroupInfo |
| GetInstallment_Principal_InstallmenNo_Values |
| GetInterestReferencePeriod |
| GetLimitTypeByCustomer |
| GetNoOfContractTranches |
| GetNoOfCurrentAccountsForCurrencyId |
| GetPeriodicity |
| GetProductInterestValue |
| GetProductMinInterestRate |
| GetReasonDetails |
| GetRecoverInterest |
| GetRemainingNotifications |
| GetSalesChannelByName |
| GetSoonToExpireCurrentAccountWithOverdrafts |
| GetSystemInvariantDate |
| GetSystemParameter |
| GetTransactionTypeByCode |
| PaymentHolidaySchedule |
| PaymentScheduleFieldsDisb |
| PeriodicityType |
| ProcessAccrualsAndProvisions |
| RecalculateEarlyRepaymentSchedule |
| RecalculateRescheduleOverduesSchedule |
| RecalculateSchedule |
| releaseCollaterals |
| SelectNotificationForReschedule |
| UpdateActivationDate |
| UpdateContractDelayCategory_Filtered |
| UpdateTranche |
| ValidateOverdraftExpireFields |
| FTOS_GetCustomersAvailableForCreditFacility |
| FTOS_GetDataSourceChartContract |
| FTOS_GetDataSourceChartCreditFacility |
| GetTransactionTypesForClawback |
| FTOS_VerifyUsersCompetence |
A user with this security role has the following access rights to records in the High Productivity Fintech Infrastructure's entities within their organization:
| Entity | Read | Insert | Update | Delete |
| Account | Yes | No | No | No |
| AccountRelOwnership | Yes | No | No | No |
| Address | Yes | No | No | No |
| approvalTask | Yes | No | No | No |
| businessunit | Yes | Yes | Yes | No |
| BWstatus | Yes | Yes | Yes | No |
| entity | Yes | Yes | Yes | No |
| entitystatus | Yes | Yes | Yes | No |
| Division | Yes | No | No | No |
| GroupAccount | Yes | Yes | Yes | No |
| GroupMember | Yes | No | No | No |
| UnitType | Yes | No | No | No |
| BandedInterest | Yes | No | No | No |
| BankingProduct | Yes | No | No | No |
| BankingProductAgreement | Yes | No | No | No |
| BankingProductDiscount | Yes | No | No | No |
| BankingProductDocument | Yes | No | No | No |
| BankingProductType | Yes | No | No | No |
| ClassificationType | Yes | No | No | No |
| CollateralType | Yes | Yes | Yes | No |
| Commission | Yes | Yes | Yes | No |
| CommissionSchema | Yes | Yes | Yes | No |
| CommissionType | Yes | Yes | Yes | No |
| CommissionValue | Yes | Yes | Yes | No |
| Covenant | Yes | Yes | Yes | No |
| Feature | Yes | No | No | No |
| Formula | Yes | No | No | No |
| FormulaType | Yes | Yes | Yes | No |
| GLAccounts | Yes | No | No | No |
| InsuranceItem | Yes | No | No | No |
| Interest | Yes | No | No | No |
| InterestCommissionItem | Yes | Yes | Yes | No |
| InterestCommissionItemFilter | Yes | Yes | Yes | No |
| InterestRateMatrix | Yes | No | No | No |
| InterestValue | Yes | No | No | No |
| PaymentScheduleType | Yes | No | No | No |
| ProductAvailabilityItemFilter | Yes | No | No | No |
| ProductClassification | Yes | No | No | No |
| ProductCovenant | Yes | No | No | No |
| ProductDestinationType | Yes | No | No | No |
| ProductDisbursement | Yes | No | No | No |
| ProductGuaranteeStructure | Yes | No | No | No |
| ProductQuestion | Yes | No | No | No |
| TestScenario | Yes | No | No | No |
| BankAccount | Yes | Yes | Yes | No |
| BankAccountOperation | Yes | Yes | Yes | No |
| CollateralRegister | Yes | Yes | Yes | No |
| CollateralRegister_BW | Yes | Yes | Yes | No |
| CollateralRegisterDocuments | Yes | Yes | Yes | No |
| CollateralRegisterOwner | Yes | Yes | Yes | No |
| CollateralRegisterParticipants | Yes | Yes | Yes | No |
| CollateralRegisterRank | Yes | Yes | Yes | No |
| Contract | Yes | Yes | Yes | No |
| Contract_BW | Yes | Yes | Yes | No |
| ContractAccrualAndProvision | Yes | Yes | Yes | No |
| ContractBorrowers | Yes | Yes | Yes | No |
| ContractClassification | Yes | Yes | Yes | No |
| ContractCollateral | Yes | Yes | Yes | No |
| ContractCorrectionEntry | Yes | Yes | Yes | No |
| ContractCorrectionEntry_BW | Yes | Yes | Yes | No |
| ContractCorrectionEntryDetail | Yes | Yes | Yes | No |
| ContractCovenant | Yes | Yes | Yes | No |
| ContractCovenant_BW | Yes | Yes | Yes | No |
| ContractDisbursement | Yes | Yes | Yes | No |
| ContractDisbursementTranche | Yes | Yes | Yes | No |
| ContractDisbursementTranche_BW | Yes | Yes | Yes | No |
| ContractDiscount | Yes | Yes | Yes | No |
| ContractDocument | Yes | Yes | Yes | Yes |
| ContractDocument_BW | Yes | Yes | No | Yes |
| ContractEvent | Yes | Yes | Yes | No |
| ContractEvent_BW | Yes | Yes | Yes | No |
| ContractFee | Yes | Yes | Yes | No |
| ContractGuarantor | Yes | Yes | Yes | No |
| ContractParticipant | Yes | Yes | Yes | No |
| ContractParticipant_BW | Yes | Yes | Yes | No |
| ContractPenalty | Yes | Yes | Yes | No |
| ContractReevaluation | Yes | Yes | Yes | No |
| ContractRepaymentSchedule | Yes | Yes | Yes | No |
| ContractRepaymentScheduleDetail | Yes | Yes | Yes | No |
| ContractRepaymentScheduleDisb | Yes | Yes | Yes | No |
| ContractRepaymentScheduleDisbDet | Yes | Yes | Yes | No |
| ContractRepaymentScheduleVersion | Yes | Yes | Yes | No |
| ControlPanel | Yes | No | No | No |
| CovenantResolution | Yes | Yes | Yes | No |
| CreditFacility | Yes | No | No | No |
| CreditFacilityAccrual | Yes | No | No | No |
| CreditFacilityDetail | Yes | Yes | Yes | No |
| CreditFacilityFee | Yes | No | No | No |
| CreditFacilityFeeValue | Yes | No | No | No |
| CreditFacilityParticipant | Yes | No | No | No |
| CreditFacilityPlan | Yes | No | No | No |
| CreditFacilityProduct | Yes | No | No | No |
| CustomerLimit | Yes | Yes | Yes | Yes |
| CustomerLimit_BW | Yes | Yes | Yes | Yes |
| CustomerLimitType | Yes | Yes | Yes | Yes |
| DailyContractInterest | Yes | Yes | Yes | No |
| DepositValueCalculation | Yes | Yes | Yes | No |
| OperationItem | Yes | No | No | No |
| Payment | Yes | Yes | Yes | No |
| PaymentAllocation | Yes | Yes | Yes | No |
| PaymentNotification | Yes | Yes | Yes | No |
| PeriodicityType | Yes | Yes | Yes | No |
| RepaymentNotification | Yes | No | No | No |
| RepaymentNotificationDetail | Yes | No | No | No |
| VersioningReason | Yes | No | No | No |
| WeekDay | Yes | Yes | No | No |
| AccountType | Yes | No | No | No |
| Action | Yes | No | No | No |
| Activity | Yes | No | No | No |
| Country | Yes | No | No | No |
| Currency | Yes | Yes | Yes | No |
| FTOS_EntityStatusSettings | Yes | Yes | Yes | No |
| AccountingEntry | Yes | No | No | No |
| TransactionType | Yes | No | No | No |
| Activity | Yes | No | No | No |
| Agreement | Yes | Yes | Yes | No |
| Agreement_BW | Yes | Yes | Yes | No |
| AgreementPricing | Yes | Yes | Yes | No |
| Invoice | Yes | Yes | Yes | No |
| Invoice_BW | Yes | Yes | Yes | Yes |
| InvoiceDetail | Yes | Yes | Yes | No |
| FTOS_VersionSettings | Yes | Yes | Yes | No |
| systemuser | Yes | Yes | Yes | No |
A user with this security role can access the following endpoints:
| Endpoint |
| CheckFromToDates |
| CheckMandatoryRoleXLimitType |
| CommissionSchemaDetail |
| GetBankingProductDefaultValues |
| GetBankingProductInfo |
| GetCommissionInfo |
| GetCommissionTypeInfo |
| GetPeriodicityTypeInfo |
| GetProductInterestCommissionList |
| AddUpdateContractPaymentHoliday |
| CalculateContractCustomValues |
| CalculateContractCustomValues_ForDisbursement |
| CalculateInvoiceAmounts |
| CalculateMaturityDate_BA |
| CheckCustomerRole |
| CheckInvoiceHasDetails |
| CheckLimitTypeRole |
| ContractCommissionAmountCalc |
| DeleteDocument |
| DeleteRepaymentSchedule |
| DisplayFinancedAmountEventForm |
| EntityVersion_Agreement |
| EntityVersion_Contract |
| EntityVersion_CustomerLimit |
| getBandedInterestObject |
| GetBlockAmountOnContract |
| GetClosureOfContracts |
| GetCommissionDetail |
| GetContractCollateralInfo |
| GetContractEventEditUrl |
| GetContractExtendedData |
| GetContractInfo |
| GetContractRepaymentSchedule |
| GetContractsForLimit |
| GetContractsWithPaymentHolidayPossibility |
| GetCreditFacilityLimitPercent |
| GetDataSourceChartAgreement |
| GetDataSourceChartContractOverview |
| GetDataSourceChartCreditFacility_LoanOfficerAdminRetail |
| GetDataSourceClosingContractsChart |
| GetDataSourceFutureInstallmentsReport |
| GetDataSourceNewContractsChart |
| GetDataSourcePastDueInstallmentsReport |
| GetEarlyRepaymentValues |
| GetExchangeRate |
| GetExchangeRateOfCollateralRegisterToContract |
| GetFixedVariableInterest |
| GetGLOnContract |
| GetGroupInfo |
| GetInstallment_Principal_InstallmenNo_Values |
| GetInterestReferencePeriod |
| GetInvoiceDetails |
| GetLimitTypeByCustomer |
| GetNoOfContractTranches |
| GetNoOfCurrentAccountsForCurrencyId |
| GetProductInterestValue |
| GetProductMinInterestRate |
| GetReasonDetails |
| GetRemainingNotifications |
| GetSalesChannelByName |
| GetSoonToExpireCurrentAccountWithOverdrafts |
| GetSystemInvariantDate |
| GetSystemParameter |
| GetTransactionTypeByCode |
| GetWorkingDate |
| PaymentHolidaySchedule |
| PaymentScheduleFields |
| PaymentScheduleFieldsDisb |
| PeriodicityType |
| ProcessAccrualsAndProvisions |
| RecalculateEarlyRepaymentSchedule |
| RecalculateSchedule |
| releaseCollaterals |
| SetInterestRate |
| UpdateActivationDate |
| UpdateContractDelayCategory_Filtered |
| UpdateTranche |
| ValidateOverdraftExpireFields |
| FTOS_CheckLicense |
| FTOS_GetDataSourceChartContract |
| FTOS_GetDataSourceChartContractEvents |
| FTOS_GetDataSourceChartCreditFacility |
| CalculateCommissionAppliedTo |
| CallFormula |
| GetAgreementBusinessStatusDisplayName |
| GetAgreementCommissionsDetails |
| GetAgreementDetails |
| GetInvoiceDetailContracts |
| GetTransactionTypesForClawback |
| FTOS_VerifyUsersCompetence |
A user with this security role has the following access rights to records in the High Productivity Fintech Infrastructure's entities within their organization:
| Entity | Read | Insert | Update | Delete |
| Account | Yes | No | No | No |
| approvalTask | Yes | No | No | No |
| businessunit | Yes | No | No | No |
| entity | Yes | No | No | No |
| entitystatus | Yes | Yes | Yes | No |
| GroupMember | Yes | No | No | No |
| BankingProduct | Yes | No | No | No |
| BankingProductType | Yes | No | No | No |
| Commission | Yes | No | No | No |
| CommissionSchema | Yes | No | No | No |
| CommissionType | Yes | Yes | Yes | No |
| CommissionValue | Yes | No | No | No |
| FormulaType | Yes | No | No | No |
| GLAccounts | Yes | Yes | Yes | No |
| Interest | Yes | No | No | No |
| PaymentScheduleType | Yes | No | No | No |
| ProductClassification | Yes | No | No | No |
| BankAccount | Yes | No | No | No |
| BankAccountOperation | Yes | No | No | No |
| Contract | Yes | No | No | No |
| ContractAccrualAndProvision | Yes | No | No | No |
| ContractClassification | Yes | No | No | No |
| ContractCollateral | Yes | No | No | No |
| ContractCovenant | Yes | No | No | No |
| ContractDisbursementTranche | Yes | No | No | No |
| ContractDocument | Yes | No | No | No |
| ContractEvent | Yes | No | No | No |
| ContractFee | Yes | No | No | No |
| ContractParticipant | Yes | No | No | No |
| ContractPenalty | Yes | No | No | No |
| ContractReevaluation | Yes | No | No | No |
| ContractRepaymentSchedule | Yes | No | No | No |
| ContractRepaymentScheduleDetail | Yes | No | No | No |
| ContractRepaymentScheduleVersion | Yes | No | No | No |
| CreditFacility | Yes | No | No | No |
| CreditFacilityAccrual | Yes | No | No | No |
| CreditFacilityDetail | Yes | No | No | No |
| CreditFacilityFee | Yes | No | No | No |
| CreditFacilityFeeValue | Yes | No | No | No |
| CreditFacilityParticipant | Yes | No | No | No |
| CreditFacilityPlan | Yes | No | No | No |
| CreditFacilityProduct | Yes | No | No | No |
| CustomerLimit | Yes | No | No | No |
| CustomerLimit_BW | Yes | No | No | No |
| CustomerLimitType | Yes | No | No | No |
| OperationItem | Yes | No | No | No |
| Payment | Yes | No | No | No |
| PaymentNotification | Yes | No | No | No |
| PeriodicityType | Yes | No | No | No |
| RepaymentNotification | Yes | No | No | No |
| TransactionOperationType | Yes | Yes | Yes | No |
| VersioningReason | Yes | No | No | No |
| WeekDay | Yes | No | No | No |
| AccountType | Yes | No | No | No |
| Currency | Yes | No | No | No |
| FTOS_EntityStatusSettings | Yes | No | No | No |
| AccountingChart | Yes | Yes | Yes | No |
| AccountingEntry | Yes | Yes | Yes | No |
| AccountingJournal | Yes | Yes | Yes | No |
| AccountingScope | Yes | Yes | Yes | No |
| AccountingSystem | Yes | Yes | Yes | No |
| Journal | Yes | Yes | Yes | No |
| LegalEntity | Yes | Yes | Yes | No |
| LegalEntitySystem | Yes | Yes | Yes | No |
| OperationTransaction | Yes | Yes | Yes | No |
| OperationTransactionValue | Yes | Yes | Yes | No |
| TransactionAccountingModel | Yes | Yes | Yes | No |
| TransactionItemAccountingConfig | Yes | Yes | Yes | No |
| TransactionType | Yes | Yes | Yes | No |
| TransactionValueType | Yes | Yes | Yes | No |
| Agreement | Yes | No | No | No |
| Agreement_BW | Yes | No | No | No |
| AgreementPricing | Yes | No | No | No |
| Invoice | Yes | No | No | No |
| Invoice_BW | Yes | No | No | No |
| InvoiceDetail | Yes | No | No | No |
| optionset | Yes | No | No | No |
| optionsetitem | Yes | No | No | No |
A user with this security role can access the following endpoints:
| Endpoint |
| CheckFromToDates |
| CheckMandatoryRoleXLimitType |
| CommissionSchemaDetail |
| GetBankingProductInfo |
| GetCommissionInfo |
| GetCommissionTypeInfo |
| GetPeriodicityTypeInfo |
| GetProductInterestCommissionList |
| CalculateContractCustomValues |
| CalculateInvoiceAmounts |
| CalculateMaturityDate_BA |
| CheckCustomerRole |
| CheckInvoiceHasDetails |
| CheckLimitTypeRole |
| DisplayFinancedAmountEventForm |
| EntityVersion_Agreement |
| EntityVersion_Contract |
| EntityVersion_CustomerLimit |
| getBandedInterestObject |
| GetBlockAmountOnContract |
| GetClosureOfContracts |
| GetCommissionDetail |
| GetContractEventEditUrl |
| GetContractInfo |
| GetContractRepaymentSchedule |
| GetContractsForLimit |
| GetCreditFacilityLimitPercent |
| GetDataSourceChartAgreement |
| GetDataSourceChartContractOverview |
| GetDataSourceChartCreditFacility_LoanOfficerAdminRetail |
| GetDataSourceClosingContractsChart |
| GetDataSourceNewContractsChart |
| GetExchangeRate |
| GetGLOnContract |
| GetGroupInfo |
| GetInstallment_Principal_InstallmenNo_Values |
| GetInterestReferencePeriod |
| GetInvoiceDetails |
| GetLimitTypeByCustomer |
| GetNoOfCurrentAccountsForCurrencyId |
| GetProductInterestValue |
| GetProductMinInterestRate |
| GetReasonDetails |
| GetSalesChannelByName |
| GetSystemInvariantDate |
| GetSystemParameter |
| GetTransactionTypeByCode |
| PeriodicityType |
| UpdateActivationDate |
| FTOS_GetDataSourceChartContract |
| FTOS_GetDataSourceChartContractEvents |
| FTOS_GetDataSourceChartCreditFacility |
| GenerateAccountingEntry |
| CalculateCommissionAppliedTo |
| CallFormula |
| GetAgreementBusinessStatusDisplayName |
| GetAgreementCommissionsDetails |
| GetAgreementDetails |
| GetInvoiceDetailContracts |
| GetTransactionTypesForClawback |
| FTOS_VerifyUsersCompetence |
A user with this security role has the following access rights to records in the High Productivity Fintech Infrastructure's entities within their organization:
| Entity | Read | Insert | Update | Delete |
| Account | Yes | No | Yes | No |
| AccountRelOwnership | Yes | No | No | No |
| approvalTask | Yes | No | Yes | No |
| businessunit | Yes | No | No | No |
| entity | Yes | No | No | No |
| entitystatus | Yes | No | No | No |
| GroupAccount | Yes | No | No | No |
| GroupMember | Yes | No | No | No |
| BankingProductType | Yes | No | No | No |
| CollateralType | Yes | No | No | No |
| Commission | Yes | No | No | No |
| CommissionSchema | Yes | No | No | No |
| CommissionType | Yes | No | No | No |
| CommissionValue | Yes | No | No | No |
| Covenant | Yes | No | No | No |
| FormulaType | Yes | No | No | No |
| Interest | Yes | No | No | No |
| PaymentScheduleType | Yes | No | No | No |
| ProductClassification | Yes | No | No | No |
| BankAccount | Yes | No | No | No |
| BankAccountOperation | Yes | No | No | No |
| CollateralRegister | Yes | No | No | No |
| CollateralRegisterDocuments | Yes | No | No | No |
| CollateralRegisterOwner | Yes | No | No | No |
| CollateralRegisterParticipants | Yes | No | No | No |
| CollateralRegisterRank | Yes | No | No | No |
| Contract | Yes | No | No | No |
| ContractAccrualAndProvision | Yes | No | No | No |
| ContractClassification | Yes | No | No | No |
| ContractCollateral | Yes | No | No | No |
| ContractCorrectionEntry | Yes | No | No | No |
| ContractCorrectionEntryDetail | Yes | No | No | No |
| ContractCovenant | Yes | No | No | No |
| ContractDisbursementTranche | Yes | No | No | No |
| ContractDocument | Yes | No | No | No |
| ContractEvent | Yes | No | No | No |
| ContractFee | Yes | No | No | No |
| ContractGuarantor | Yes | No | No | No |
| ContractParticipant | Yes | No | No | No |
| ContractPenalty | Yes | No | No | No |
| ContractPenaltyDetail | Yes | No | No | No |
| ContractReevaluation | Yes | No | No | No |
| ContractRepaymentSchedule | Yes | No | No | No |
| ContractRepaymentScheduleDetail | Yes | No | No | No |
| ContractRepaymentScheduleDisb | Yes | No | No | No |
| ContractRepaymentScheduleVersion | Yes | No | No | No |
| CreditFacility | Yes | No | No | No |
| CreditFacility_BW | Yes | No | No | No |
| CreditFacilityAccrual | Yes | No | No | No |
| CreditFacilityDetail | Yes | No | No | No |
| CreditFacilityFee | Yes | No | No | No |
| CreditFacilityFeeValue | Yes | No | No | No |
| CreditFacilityParticipant | Yes | No | No | No |
| CreditFacilityPlan | Yes | No | No | No |
| CreditFacilityProduct | Yes | No | No | No |
| CustomerLimit | Yes | Yes | Yes | Yes |
| CustomerLimit_BW | Yes | Yes | Yes | Yes |
| CustomerLimitType | Yes | Yes | Yes | Yes |
| OperationItem | Yes | No | No | No |
| Payment | Yes | No | No | No |
| PaymentAllocation | Yes | No | No | No |
| PaymentNotification | Yes | No | No | No |
| PeriodicityType | Yes | No | No | No |
| RepaymentNotification | Yes | No | No | No |
| RepaymentNotificationDetail | Yes | No | No | No |
| VersioningReason | Yes | No | No | No |
| WeekDay | Yes | No | No | No |
| AccountType | Yes | No | No | No |
| Currency | Yes | No | No | No |
| FTOS_EntityStatusSettings | Yes | No | No | No |
| AccountingEntry | Yes | No | No | No |
| TransactionType | Yes | No | No | No |
| Agreement | Yes | No | No | No |
| Agreement_BW | Yes | No | No | No |
| AgreementPricing | Yes | No | No | No |
| Invoice | Yes | No | No | No |
| Invoice_BW | Yes | No | No | No |
| InvoiceDetail | Yes | No | No | No |
| FTOS_VersionSettings | Yes | No | No | No |
| userCompetence | Yes | No | No | No |
A user with this security role can access the following endpoints:
| Endpoint |
| CheckFromToDates |
| CheckMandatoryRoleXLimitType |
| CommissionSchemaDetail |
| GetBankingProductInfo |
| GetCommissionInfo |
| GetCommissionTypeInfo |
| GetPeriodicityTypeInfo |
| GetProductInterestCommissionList |
| CalculateContractCustomValues |
| CalculateInvoiceAmounts |
| CalculateMaturityDate_BA |
| CheckCustomerRole |
| CheckInvoiceHasDetails |
| CheckLimitTypeRole |
| DisplayFinancedAmountEventForm |
| EntityVersion_Agreement |
| EntityVersion_Contract |
| EntityVersion_CustomerLimit |
| getBandedInterestObject |
| GetBlockAmountOnContract |
| GetClosureOfContracts |
| GetCommissionDetail |
| GetContractEventEditUrl |
| GetContractEventFee |
| GetContractInfo |
| GetContractRepaymentSchedule |
| GetContractsForLimit |
| GetCreditFacilityInfo |
| GetCreditFacilityLimitPercent |
| GetDataSourceChartAgreement |
| GetDataSourceChartContractOverview |
| GetDataSourceChartCreditFacility_LoanOfficerAdminRetail |
| GetDataSourceClosingContractsChart |
| GetDataSourceFutureInstallmentsReport |
| GetDataSourceNewContractsChart |
| GetDataSourcePastDueInstallmentsReport |
| GetEarlyRepaymentValues |
| GetExchangeRate |
| GetGLOnContract |
| GetGroupInfo |
| GetInstallment_Principal_InstallmenNo_Values |
| GetInterestReferencePeriod |
| GetInvoiceDetails |
| GetLimitTypeByCustomer |
| GetNoOfContractTranches |
| GetNoOfCurrentAccountsForCurrencyId |
| GetProductInterestValue |
| GetProductMinInterestRate |
| GetReasonDetails |
| GetSalesChannelByName |
| GetSystemInvariantDate |
| GetSystemParameter |
| GetTransactionTypeByCode |
| PaymentHolidaySchedule |
| PaymentScheduleFields |
| PaymentScheduleFieldsDisb |
| PeriodicityType |
| ScheduleVersionFields |
| UpdateActivationDate |
| FTOS_Entity Version |
| FTOS_GetDataSourceChartContract |
| FTOS_GetDataSourceChartContractEvents |
| FTOS_GetDataSourceChartCreditFacility |
| CalculateCommissionAppliedTo |
| CallFormula |
| GetAgreementBusinessStatusDisplayName |
| GetAgreementCommissionsDetails |
| GetAgreementDetails |
| GetInvoiceDetailContracts |
| GetTransactionTypesForClawback |
| FTOS_VerifyUsersCompetence |
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 | Yes | No |
| AccountRelOwnership | Yes | No | No | No |
| Address | Yes | No | No | No |
| approvalTask | Yes | No | No | No |
| businessunit | Yes | No | No | No |
| entity | Yes | No | No | No |
| entitystatus | Yes | No | No | No |
| Division | Yes | No | No | No |
| GroupAccount | Yes | No | No | No |
| GroupMember | Yes | No | No | No |
| UnitType | Yes | No | No | No |
| BankingProductType | Yes | No | No | No |
| CollateralType | Yes | No | No | No |
| Commission | Yes | No | No | No |
| CommissionSchema | Yes | No | No | No |
| CommissionType | Yes | No | No | No |
| CommissionValue | Yes | No | No | No |
| Covenant | Yes | No | No | No |
| FormulaType | Yes | No | No | No |
| Interest | Yes | No | No | No |
| PaymentScheduleType | Yes | No | No | No |
| ProductClassification | Yes | No | No | No |
| BankAccount | Yes | No | No | No |
| BankAccountOperation | Yes | No | No | No |
| CollateralRegister | Yes | No | No | No |
| CollateralRegisterDocuments | Yes | No | No | No |
| CollateralRegisterOwner | Yes | No | No | No |
| CollateralRegisterParticipants | Yes | No | No | No |
| CollateralRegisterRank | Yes | No | No | No |
| Contract | Yes | Yes | No | No |
| ContractAccrualAndProvision | Yes | No | No | No |
| ContractClassification | Yes | No | No | No |
| ContractCollateral | Yes | No | No | No |
| ContractCorrectionEntry | Yes | No | No | No |
| ContractCorrectionEntryDetail | Yes | No | No | No |
| ContractCovenant | Yes | No | No | No |
| ContractDisbursementTranche | Yes | No | No | No |
| ContractDocument | Yes | No | No | No |
| ContractEvent | Yes | No | No | No |
| ContractFee | Yes | No | No | No |
| ContractGuarantor | Yes | No | No | No |
| ContractParticipant | Yes | No | No | No |
| ContractPenalty | Yes | No | No | No |
| ContractReevaluation | Yes | No | No | No |
| ContractRepaymentSchedule | Yes | No | No | No |
| ContractRepaymentScheduleDetail | Yes | No | No | No |
| ContractRepaymentScheduleDisb | Yes | No | No | No |
| ContractRepaymentScheduleVersion | Yes | No | No | No |
| CreditFacility | Yes | No | No | No |
| CreditFacility_BW | Yes | No | No | No |
| CreditFacilityAccrual | Yes | No | No | No |
| CreditFacilityDetail | Yes | No | No | No |
| CreditFacilityFee | Yes | No | No | No |
| CreditFacilityFeeValue | Yes | No | No | No |
| CreditFacilityParticipant | Yes | No | No | No |
| CreditFacilityPlan | Yes | No | No | No |
| CreditFacilityProduct | Yes | No | No | No |
| CustomerLimit | Yes | Yes | Yes | Yes |
| CustomerLimit_BW | Yes | Yes | Yes | Yes |
| CustomerLimitType | Yes | Yes | Yes | Yes |
| OperationItem | Yes | No | No | No |
| Payment | Yes | No | No | No |
| PaymentAllocation | Yes | No | No | No |
| PaymentNotification | Yes | No | No | No |
| PeriodicityType | Yes | No | No | No |
| RepaymentNotification | Yes | No | No | No |
| RepaymentNotificationDetail | Yes | No | No | No |
| VersioningReason | Yes | No | No | No |
| WeekDay | Yes | No | No | No |
| AccountType | Yes | No | No | No |
| Action | Yes | No | No | No |
| Activity | Yes | No | No | No |
| Currency | Yes | No | No | No |
| FTOS_EntityStatusSettings | Yes | No | No | No |
| AccountingEntry | Yes | No | No | No |
| TransactionType | Yes | No | No | No |
| Activity | Yes | No | No | No |
| Agreement | Yes | No | No | No |
| Agreement_BW | Yes | No | No | No |
| AgreementPricing | Yes | No | No | No |
| Invoice | Yes | No | No | No |
| Invoice_BW | Yes | No | No | No |
| InvoiceDetail | Yes | No | No | No |
| FTOS_VersionSettings | Yes | Yes | Yes | No |
A user with this security role can access the following endpoints:
| Endpoints |
| CheckFromToDates |
| CheckMandatoryRoleXLimitType |
| CommissionSchemaDetail |
| GetBankingProductInfo |
| GetCommissionInfo |
| GetCommissionTypeInfo |
| GetPeriodicityTypeInfo |
| GetProductInterestCommissionList |
| CalculateContractCustomValues |
| CalculateInvoiceAmounts |
| CalculateMaturityDate_BA |
| CheckCustomerRole |
| CheckInvoiceHasDetails |
| CheckLimitTypeRole |
| DisplayFinancedAmountEventForm |
| EntityVersion_Agreement |
| EntityVersion_Contract |
| EntityVersion_CustomerLimit |
| getBandedInterestObject |
| GetBlockAmountOnContract |
| GetClosureOfContracts |
| GetCommissionDetail |
| GetContractEventEditUrl |
| GetContractEventFee |
| GetContractInfo |
| GetContractRepaymentSchedule |
| GetContractsForLimit |
| GetCreditFacilityInfo |
| GetCreditFacilityLimitPercent |
| GetDataSourceChartAgreement |
| GetDataSourceChartContractOverview |
| GetDataSourceChartCreditFacility_LoanOfficerAdminRetail |
| GetDataSourceClosingContractsChart |
| GetDataSourceFutureInstallmentsReport |
| GetDataSourceNewContractsChart |
| GetDataSourcePastDueInstallmentsReport |
| GetEarlyRepaymentValues |
| GetExchangeRate |
| GetGLOnContract |
| GetGroupInfo |
| GetInstallment_Principal_InstallmenNo_Values |
| GetInterestReferencePeriod |
| GetInvoiceDetails |
| GetLimitTypeByCustomer |
| GetNoOfContractTranches |
| GetNoOfCurrentAccountsForCurrencyId |
| GetProductInterestValue |
| GetProductMinInterestRate |
| GetReasonDetails |
| GetSalesChannelByName |
| GetSystemInvariantDate |
| GetSystemParameter |
| GetTransactionTypeByCode |
| PaymentHolidaySchedule |
| PaymentScheduleFields |
| PaymentScheduleFieldsDisb |
| PeriodicityType |
| ScheduleVersionFields |
| UpdateActivationDate |
| FTOS_GetDataSourceChartContract |
| FTOS_GetDataSourceChartContractEvents |
| FTOS_GetDataSourceChartCreditFacility |
| CalculateCommissionAppliedTo |
| CallFormula |
| GetAgreementBusinessStatusDisplayName |
| GetAgreementCommissionsDetails |
| GetAgreementDetails |
| GetInvoiceDetailContracts |
| GetTransactionTypesForClawback |
| FTOS_VerifyUsersCompetence |