Security Roles for Core Banking

A security role is a set of privileges and levels of access to various actions/ functions within the FintechOS Platform. 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 FintechOS Studio.

You can also create new security roles to fit your financial institution's business needs.

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 FintechOS Platform's actions and functions:

  • Loan Admin Officer - Users with this security role have read, write and authorize access rights to the Loans and Accounting records in all modules of Core Banking within their organization.

  • Accounting Read - Users with this security role have read access rights to the Accounting module of Core Banking within their organization.

  • Corporate Credit Officer - Users with this security role have access rights to read and write access 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 read and write access 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 read and write access rights to the Accounting module of Core Banking within their organization.

  • Supervisor Risk Officer - Users with this security role have read access rights to the Contracts, Collateral Register and Credit Facility records of Core Banking within their organization, and authorization rights to the Limits records, all within their organization.

  • Risk Officer - Users with this security role have read access rights to the Contracts, Collateral Register and Credit Facility records, and write access rights to the Limits records of Core Banking within their organization.

IMPORTANT!  
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 FintechOS Platform:

A user with this security role has the following access rights to records in the FintechOS Platform's entities within their organization:

Entity Insert Read Update Delete
Account No Yes Yes Yes
AccountRelOwnership No Yes No Yes
Address No Yes No Yes
approvalTask No Yes No Yes
businessunit Yes Yes Yes Yes
BWstatus Yes Yes Yes Yes
entity Yes Yes Yes No
entitystatus Yes Yes Yes Yes
Division No Yes No Yes
Document No Yes No Yes
GroupAccount Yes Yes Yes Yes
GroupMember No Yes No Yes
UnitType No Yes No Yes
BandedInterest No Yes No Yes
BankingProduct No Yes No Yes
BankingProductAgreement No Yes No Yes
BankingProductDiscount No Yes No Yes
BankingProductDocument No Yes No Yes
BankingProductMandatoryRoles Yes Yes Yes Yes
BankingProductType No Yes No No
ClassificationType No Yes 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 No Yes No Yes
Formula No Yes No Yes
FormulaType Yes Yes Yes Yes
GLAccounts Yes Yes Yes Yes
InsuranceItem No Yes No Yes
Interest No Yes No Yes
InterestCommissionItem Yes Yes Yes Yes
InterestCommissionItemFilter Yes Yes Yes Yes
InterestRateMatrix No Yes No Yes
InterestValue No Yes No Yes
PaymentScheduleType No Yes No Yes
ProductAvailabilityItemFilter No Yes No Yes
ProductClassification No Yes No Yes
ProductCovenant No Yes No Yes
ProductDestinationType No Yes No Yes
ProductDisbursement No Yes No Yes
ProductGuaranteeStructure No Yes No Yes
ProductQuestion No Yes No Yes
TestScenario No Yes No Yes
BankAccount Yes Yes Yes Yes
BankAccountOperation Yes Yes Yes Yes
CollateralRegister Yes Yes Yes Yes
CollateralRegister_BW Yes No 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 Yes No 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 Yes No Yes Yes
ContractExtended Yes Yes Yes Yes
ContractFee Yes Yes Yes Yes
ContractGuarantor Yes Yes Yes Yes
ContractInterestRate 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 No Yes No No
CovenantResolution Yes Yes Yes Yes
CreditFacility No Yes No Yes
CreditFacilityAccrual No Yes No Yes
CreditFacilityDetail Yes Yes Yes Yes
CreditFacilityFee No Yes No Yes
CreditFacilityFeeValue No Yes No Yes
CreditFacilityParticipant No Yes No Yes
CreditFacilityPlan No Yes No Yes
CreditFacilityProduct No Yes 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 No Yes 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 No Yes No Yes
RepaymentNotificationDetail No Yes No Yes
SalesChannel No Yes No No
SystemParameter Yes Yes Yes Yes
TransactionOperationType Yes Yes Yes Yes
VersioningReason No Yes No No
WeekDay Yes Yes Yes Yes
AccountType No Yes No Yes
Action No Yes No Yes
Activity No Yes No Yes
Country No Yes No Yes
Currency Yes Yes Yes Yes
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 No Yes 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
VersionSettings Yes Yes Yes Yes
optionset No Yes No Yes
optionsetitem No Yes No Yes
systemuser Yes Yes Yes Yes

A user with this security role can access the following endpoints:

Endpoint
FTOS_BP_CheckFromToDates
FTOS_BP_CheckMandatoryRoleXLimitType
FTOS_BP_CommissionSchemaDetail
FTOS_BP_GetBankingProductDefaultValues
FTOS_BP_GetBankingProductInfo
FTOS_BP_GetBankingProductPeriod
FTOS_BP_GetBankingProductTypeValues
FTOS_BP_GetCommissionInfo
FTOS_BP_GetCommissionTypeInfo
FTOS_BP_GetInterestCommissionItem
FTOS_BP_GetPeriodicityTypeInfo
FTOS_BP_GetProductInterestCommissionList
FTOS_CB_AddUpdateContractPaymentHoliday
FTOS_CB_CalculateContractCustomValues
FTOS_CB_CalculateContractCustomValues_ForDisbursement
FTOS_CB_CalculateInvoiceAmounts
FTOS_CB_CalculateMaturityDate_BA
FTOS_CB_CheckCustomerRole
FTOS_CB_CheckInvoiceHasDetails
FTOS_CB_CheckLimitTypeRole
FTOS_CB_CheckScheduleImported
FTOS_CB_ContractCommissionAmountCalc
FTOS_CB_CountContractInterests
FTOS_CB_DeleteDocument
FTOS_CB_DeleteRepaymentSchedule
FTOS_CB_Disbursement_WarningInsuficientFunds
FTOS_CB_DisplayFinancedAmountEventForm
FTOS_CB_EditContractPenaltyInterestRate
FTOS_CB_EntityVersion_Agreement
FTOS_CB_EntityVersion_Contract
FTOS_CB_EntityVersion_CustomerLimit
FTOS_CB_getBandedInterestObject
FTOS_CB_GetBlockAmountOnContract
FTOS_CB_GetClosureOfContracts
FTOS_CB_GetCommissionDetail
FTOS_CB_GetContractCollateralInfo
FTOS_CB_GetContractEventEditUrl
FTOS_CB_GetContractEventRepaymentScheduleIds
FTOS_CB_GetContractExtendedData
FTOS_CB_GetContractInfo
FTOS_CB_GetContractInterestRates
FTOS_CB_GetContractPeriodicity
FTOS_CB_GetContractRepaymentSchedule
FTOS_CB_GetContractsForLimit
FTOS_CB_GetContractsWithPaymentHolidayPossibility
FTOS_CB_GetCreditFacilityLimitPercent
FTOS_CB_GetDataSourceChartAgreement
FTOS_CB_GetDataSourceChartContractOverview
FTOS_CB_GetDataSourceChartCreditFacility_LoanOfficerAdminRetail
FTOS_CB_GetDataSourceClosingContractsChart
FTOS_CB_GetDataSourceFutureInstallmentsReport
FTOS_CB_GetDataSourceNewContractsChart
FTOS_CB_GetDataSourcePastDueInstallmentsReport
FTOS_CB_GetDisbursementRepaymentSchedule
FTOS_CB_GetEarlyRepaymentValues
FTOS_CB_GetExchangeRate
FTOS_CB_GetExchangeRateOfCollateralRegisterToContract
FTOS_CB_GetFixedVariableInterest
FTOS_CB_GetGLOnContract
FTOS_CB_GetGroupInfo
FTOS_CB_GetInstallment_Principal_InstallmenNo_Values
FTOS_CB_GetInterestReferencePeriod
FTOS_CB_GetInvoiceDetails
FTOS_CB_GetLimitTypeByCustomer
FTOS_CB_GetNoOfContractTranches
FTOS_CB_GetNoOfCurrentAccountsForCurrencyId
FTOS_CB_GetProductDetails
FTOS_CB_GetProductInterestValue
FTOS_CB_GetProductMinInterestRate
FTOS_CB_GetPurgeableRecordsByCode
FTOS_CB_GetReasonDetails
FTOS_CB_GetRemainingNotifications
FTOS_CB_GetSalesChannelByName
FTOS_CB_GetScheduleColumns
FTOS_CB_GetSoonToExpireCurrentAccountWithOverdrafts
FTOS_CB_GetSystemInvariantDate
FTOS_CB_GetSystemParameter
FTOS_CB_GetTransactionTypeByCode
FTOS_CB_GetWorkingDate
FTOS_CB_PaymentHolidaySchedule
FTOS_CB_PaymentScheduleFields
FTOS_CB_PaymentScheduleFieldsDisb
FTOS_CB_PeriodicityType
FTOS_CB_ProcessAccrualsAndProvisions
FTOS_CB_RecalculateEarlyRepaymentSchedule
FTOS_CB_RecalculateSchedule
FTOS_CB_RecalculateScheduleOnDemand
FTOS_CB_releaseCollaterals
FTOS_CB_SetInterestRate
FTOS_CB_UpdateActivationDate
FTOS_CB_UpdateTranche
FTOS_CB_ValidateOverdraftExpireFields
FTOS_CB_VerifyInsertedContractInterestRates
FTOS_CheckLicense
FTOS_GetDataSourceChartContract
FTOS_GetDataSourceChartContractEvents
FTOS_GetDataSourceChartCreditFacility
FTOS_GL_CheckToBePurgedTransaction
FTOS_GL_GenerateAccountingEntry
FTOS_GL_GetTransactionTypeDetails
FTOS_GL_GetTransactionTypeDetailsBulk
FTOS_TPM_CalculateCommissionAppliedTo
FTOS_TPM_CallFormula
FTOS_TPM_GetAgreementBusinessStatusDisplayName
FTOS_TPM_GetAgreementCommissionsDetails
FTOS_TPM_GetAgreementDetails
FTOS_TPM_GetInvoiceDetailContracts
FTOS_TPM_GetTransactionTypesForClawback
FTOS_VerifyUsersCompetence

A user with this security role has the following access rights to records in the FintechOS Platform's entities within their organization:

Entity Insert Read Update Delete
Account No Yes No No
approvalTask No Yes No No
businessunit No Yes No No
entity No Yes No No
entitystatus No Yes No No
GroupMember No Yes No No
BankingProduct No Yes No No
BankingProductType No Yes No No
Commission No Yes No No
CommissionSchema No Yes No No
CommissionType No Yes No No
CommissionValue No Yes No No
FormulaType No Yes No No
GLAccounts No Yes No No
Interest No Yes No No
PaymentScheduleType No Yes No No
ProductClassification No Yes No No
BankAccount No Yes No No
BankAccountOperation No Yes No No
Contract No Yes No No
ContractAccrualAndProvision No Yes No No
ContractClassification No Yes No No
ContractCollateral No Yes No No
ContractCovenant No Yes No No
ContractDisbursementTranche No Yes No No
ContractDocument No Yes No No
ContractEvent No Yes No No
ContractFee No Yes No No
ContractGuarantor No Yes No No
ContractParticipant No Yes No No
ContractPenalty No Yes No No
ContractReevaluation No Yes No No
ContractRepaymentSchedule No Yes No No
ContractRepaymentScheduleDetail No Yes No No
ContractRepaymentScheduleVersion No Yes No No
CreditFacility No Yes No No
CreditFacilityAccrual No Yes No No
CreditFacilityDetail No Yes No No
CreditFacilityFee No Yes No No
CreditFacilityFeeValue No Yes No No
CreditFacilityParticipant No Yes No No
CreditFacilityPlan No Yes No No
CreditFacilityProduct No Yes No No
CustomerLimit No Yes No No
CustomerLimit_BW No Yes No No
CustomerLimitType No Yes No No
OperationItem No Yes No No
Payment No Yes No No
PaymentNotification No Yes No No
PeriodicityType No Yes No No
RepaymentNotification No Yes No No
TransactionOperationType No Yes No No
VersioningReason No Yes No No
WeekDay No Yes No No
AccountType No Yes No No
Currency No Yes No No
EntityStatusSettings No Yes No No
AccountingChart No Yes No No
AccountingEntry No Yes No No
AccountingJournal No Yes No No
AccountingScope No Yes No No
AccountingSystem No Yes No No
Journal No Yes No No
LegalEntity No Yes No No
LegalEntitySystem No Yes No No
OperationTransaction No Yes No No
OperationTransactionValue No Yes No No
TransactionAccountingModel No Yes No No
TransactionItemAccountingConfig No Yes No No
TransactionType No Yes No No
TransactionValueType No Yes No No
Agreement No Yes No No
Agreement_BW No Yes No No
AgreementPricing No Yes No No
Invoice No Yes No No
Invoice_BW No Yes No No
InvoiceDetail No Yes No No
optionset No Yes No No
optionsetitem No Yes No No

A user with this security role can access the following endpoints:

Endpoint
FTOS_BP_CheckFromToDates
FTOS_BP_CheckMandatoryRoleXLimitType
FTOS_BP_CommissionSchemaDetail
FTOS_BP_GetBankingProductInfo
FTOS_BP_GetCommissionInfo
FTOS_BP_GetCommissionTypeInfo
FTOS_BP_GetPeriodicityTypeInfo
FTOS_BP_GetProductInterestCommissionList
FTOS_CB_CalculateContractCustomValues
FTOS_CB_CalculateInvoiceAmounts
FTOS_CB_CalculateMaturityDate_BA
FTOS_CB_CheckCustomerRole
FTOS_CB_CheckInvoiceHasDetails
FTOS_CB_CheckLimitTypeRole
FTOS_CB_EditContractPenaltyInterestRate
FTOS_CB_EntityVersion_Agreement
FTOS_CB_EntityVersion_Contract
FTOS_CB_EntityVersion_CustomerLimit
FTOS_CB_getBandedInterestObject
FTOS_CB_GetBlockAmountOnContract
FTOS_CB_GetClosureOfContracts
FTOS_CB_GetCommissionDetail
FTOS_CB_GetContractEventEditUrl
FTOS_CB_GetContractInfo
FTOS_CB_GetContractRepaymentSchedule
FTOS_CB_GetContractsForLimit
FTOS_CB_GetCreditFacilityLimitPercent
FTOS_CB_GetDataSourceChartAgreement
FTOS_CB_GetDataSourceChartContractOverview
FTOS_CB_GetDataSourceChartCreditFacility_LoanOfficerAdminRetail
FTOS_CB_GetDataSourceClosingContractsChart
FTOS_CB_GetDataSourceNewContractsChart
FTOS_CB_GetExchangeRate
FTOS_CB_GetGLOnContract
FTOS_CB_GetGroupInfo
FTOS_CB_GetInstallment_Principal_InstallmenNo_Values
FTOS_CB_GetInterestReferencePeriod
FTOS_CB_GetInvoiceDetails
FTOS_CB_GetLimitTypeByCustomer
FTOS_CB_GetNoOfCurrentAccountsForCurrencyId
FTOS_CB_GetProductInterestValue
FTOS_CB_GetProductMinInterestRate
FTOS_CB_GetReasonDetails
FTOS_CB_GetSalesChannelByName
FTOS_CB_GetSystemInvariantDate
FTOS_CB_GetSystemParameter
FTOS_CB_GetTransactionTypeByCode
FTOS_CB_PeriodicityType
FTOS_CB_UpdateActivationDate
FTOS_GetDataSourceChartContract
FTOS_GetDataSourceChartContractEvents
FTOS_GetDataSourceChartCreditFacility
FTOS_GL_GenerateAccountingEntry
FTOS_TPM_CalculateCommissionAppliedTo
FTOS_TPM_CallFormula
FTOS_TPM_GetAgreementBusinessStatusDisplayName
FTOS_TPM_GetAgreementCommissionsDetails
FTOS_TPM_GetAgreementDetails
FTOS_TPM_GetInvoiceDetailContracts
FTOS_TPM_GetTransactionTypesForClawback
FTOS_VerifyUsersCompetence

The following dashboards can be viewed by a user with this security role:

Dashboards
RequestContractEvent
CustomerLimit

A user with this security role has the following access rights to records in the FintechOS Platform's entities within their organization:

Entity Insert Read Update Delete
Account No Yes Yes No
AccountRelOwnership No Yes No No
approvalTask No Yes No No
attribute No Yes No No
businessunit No Yes No No
BWstatus No Yes No No
entity No Yes No No
entitystatus No Yes No No
Document No Yes Yes No
GroupAccount No Yes No No
GroupMember No Yes No No
BankingProduct No Yes No No
BankingProductType No Yes No No
CollateralType No Yes Yes No
Commission No Yes No No
Covenant No Yes No No
Interest No Yes No No
InterestCommissionItem No Yes No No
InterestCommissionItemFilter No Yes No No
PaymentScheduleType No Yes No No
ProductClassification No Yes No No
BankAccount No Yes No No
BankAccountOperation No Yes 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 No Yes 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 No Yes 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 No Yes No No
DepositValueCalculation Yes Yes Yes No
OperationItem No Yes No No
PaymentAllocation Yes Yes Yes No
PaymentNotification Yes Yes Yes No
PeriodicityType No Yes No No
RepaymentNotification Yes Yes Yes No
VersioningReason No Yes No No
AccountType No Yes No No
Currency No Yes No No
EntityStatusSettings No Yes No No
AccountingEntry No Yes No No
TransactionType No Yes No No
VersionSettings No Yes No No
systemuser No Yes No No

A user with this security role can access the following endpoints:

Endpoint
FTOS_BP_CheckFromToDates
FTOS_BP_CheckMandatoryRoleXLimitType
FTOS_BP_GetBankingProductInfo
FTOS_BP_GetBankingProductsForCreditFacility
FTOS_BP_GetCommissionInfo
FTOS_BP_GetProductInterestCommissionList
FTOS_CB_CalculateContractCustomValues
FTOS_CB_CalculateContractCustomValues_ForDisbursement
FTOS_CB_CalculateMaturityDate_BA
FTOS_CB_CheckCustomerRole
FTOS_CB_CheckLimitTypeRole
FTOS_CB_ContractCommissionAmountCalc
FTOS_CB_DeleteDocument
FTOS_CB_DeleteRepaymentSchedule
FTOS_CB_DisplayFinancedAmountEventForm
FTOS_CB_EditContractPenaltyInterestRate
FTOS_CB_EntityVersion_Agreement
FTOS_CB_EntityVersion_Contract
FTOS_CB_EntityVersion_CreditFacility
FTOS_CB_EntityVersion_CustomerLimit
FTOS_CB_getBandedInterestObject
FTOS_CB_GetBlockAmountOnContract
FTOS_CB_GetClosureOfContracts
FTOS_CB_GetCommissionDetail
FTOS_CB_GetContractCollateralInfo
FTOS_CB_GetContractEventEditUrl
FTOS_CB_GetContractExtendedData
FTOS_CB_GetContractRepaymentSchedule
FTOS_CB_GetContractsForLimit
FTOS_CB_GetCreditFacilityInfo
FTOS_CB_GetCreditFacilityLimitPercent
FTOS_CB_GetCreditFacilityParticipantInfo
FTOS_CB_GetDataSourceChartAgreement
FTOS_CB_GetDataSourceChartContractOverview
FTOS_CB_GetDataSourceChartCreditFacility_LoanOfficerAdminRetail
FTOS_CB_GetDataSourceClosingContractsChart
FTOS_CB_GetDataSourceFutureInstallmentsReport
FTOS_CB_GetDataSourceNewContractsChart
FTOS_CB_GetDataSourcePastDueInstallmentsReport
FTOS_CB_GetEarlyRepaymentValues
FTOS_CB_GetExchangeRate
FTOS_CB_GetExchangeRateOfCollateralRegisterToContract
FTOS_CB_GetFixedVariableInterest
FTOS_CB_GetGLOnContract
FTOS_CB_GetGroupInfo
FTOS_CB_GetInstallment_Principal_InstallmenNo_Values
FTOS_CB_GetInterestReferencePeriod
FTOS_CB_GetLimitTypeByCustomer
FTOS_CB_GetNoOfContractTranches
FTOS_CB_GetNoOfCurrentAccountsForCurrencyId
FTOS_CB_GetPeriodicity
FTOS_CB_GetProductInterestValue
FTOS_CB_GetProductMinInterestRate
FTOS_CB_GetReasonDetails
FTOS_CB_GetRecoverInterest
FTOS_CB_GetRemainingNotifications
FTOS_CB_GetSalesChannelByName
FTOS_CB_GetSoonToExpireCurrentAccountWithOverdrafts
FTOS_CB_GetSystemInvariantDate
FTOS_CB_GetSystemParameter
FTOS_CB_GetTransactionTypeByCode
FTOS_CB_PaymentHolidaySchedule
FTOS_CB_PaymentScheduleFieldsDisb
FTOS_CB_PeriodicityType
FTOS_CB_ProcessAccrualsAndProvisions
FTOS_CB_RecalculateEarlyRepaymentSchedule
FTOS_CB_RecalculateRescheduleOverduesSchedule
FTOS_CB_RecalculateSchedule
FTOS_CB_releaseCollaterals
FTOS_CB_SelectNotificationForReschedule
FTOS_CB_UpdateActivationDate
FTOS_CB_UpdateContractDelayCategory_Filtered
FTOS_CB_UpdateTranche
FTOS_CB_ValidateOverdraftExpireFields
FTOS_GetCustomersAvailableForCreditFacility
FTOS_GetDataSourceChartContract
FTOS_GetDataSourceChartCreditFacility
FTOS_TPM_GetTransactionTypesForClawback
FTOS_VerifyUsersCompetence

A user with this security role has the following access rights to records in the FintechOS Platform's entities within their organization:

Entity Insert Read Update Delete
Account No Yes No No
AccountRelOwnership No Yes No No
Address No Yes No No
approvalTask No Yes No No
businessunit Yes Yes Yes No
BWstatus Yes Yes Yes No
entity Yes Yes Yes No
entitystatus Yes Yes Yes No
Division No Yes No No
Document No Yes No No
GroupAccount Yes Yes Yes No
GroupMember No Yes No No
UnitType No Yes No No
BandedInterest No Yes No No
BankingProduct No Yes No No
BankingProductAgreement No Yes No No
BankingProductDiscount No Yes No No
BankingProductDocument No Yes No No
BankingProductType No Yes No No
ClassificationType No Yes 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 No Yes No No
Formula No Yes No No
FormulaType Yes Yes Yes No
GLAccounts No Yes No No
InsuranceItem No Yes No No
Interest No Yes No No
InterestCommissionItem Yes Yes Yes No
InterestCommissionItemFilter Yes Yes Yes No
InterestRateMatrix No Yes No No
InterestValue No Yes No No
PaymentScheduleType No Yes No No
ProductAvailabilityItemFilter No Yes No No
ProductClassification No Yes No No
ProductCovenant No Yes No No
ProductDestinationType No Yes No No
ProductDisbursement No Yes No No
ProductGuaranteeStructure No Yes No No
ProductQuestion No Yes No No
TestScenario No Yes 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 No Yes No No
CovenantResolution Yes Yes Yes No
CreditFacility No Yes No No
CreditFacilityAccrual No Yes No No
CreditFacilityDetail Yes Yes Yes No
CreditFacilityFee No Yes No No
CreditFacilityFeeValue No Yes No No
CreditFacilityParticipant No Yes No No
CreditFacilityPlan No Yes No No
CreditFacilityProduct No Yes 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 No Yes No No
Payment Yes Yes Yes No
PaymentAllocation Yes Yes Yes No
PaymentNotification Yes Yes Yes No
PeriodicityType Yes Yes Yes No
RepaymentNotification No Yes No No
RepaymentNotificationDetail No Yes No No
VersioningReason No Yes No No
WeekDay Yes Yes No No
AccountType No Yes No No
Action No Yes No No
Activity No Yes No No
Country No Yes No No
Currency Yes Yes Yes No
EntityStatusSettings Yes Yes Yes No
AccountingEntry No Yes No No
TransactionType No Yes No No
Activity No Yes 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
VersionSettings Yes Yes Yes No
systemuser Yes Yes Yes No

A user with this security role can access the following endpoints:

Endpoint
FTOS_BP_CheckFromToDates
FTOS_BP_CheckMandatoryRoleXLimitType
FTOS_BP_CommissionSchemaDetail
FTOS_BP_GetBankingProductDefaultValues
FTOS_BP_GetBankingProductInfo
FTOS_BP_GetCommissionInfo
FTOS_BP_GetCommissionTypeInfo
FTOS_BP_GetPeriodicityTypeInfo
FTOS_BP_GetProductInterestCommissionList
FTOS_CB_AddUpdateContractPaymentHoliday
FTOS_CB_CalculateContractCustomValues
FTOS_CB_CalculateContractCustomValues_ForDisbursement
FTOS_CB_CalculateInvoiceAmounts
FTOS_CB_CalculateMaturityDate_BA
FTOS_CB_CheckCustomerRole
FTOS_CB_CheckInvoiceHasDetails
FTOS_CB_CheckLimitTypeRole
FTOS_CB_ContractCommissionAmountCalc
FTOS_CB_DeleteDocument
FTOS_CB_DeleteRepaymentSchedule
FTOS_CB_DisplayFinancedAmountEventForm
FTOS_CB_EditContractPenaltyInterestRate
FTOS_CB_EntityVersion_Agreement
FTOS_CB_EntityVersion_Contract
FTOS_CB_EntityVersion_CustomerLimit
FTOS_CB_getBandedInterestObject
FTOS_CB_GetBlockAmountOnContract
FTOS_CB_GetClosureOfContracts
FTOS_CB_GetCommissionDetail
FTOS_CB_GetContractCollateralInfo
FTOS_CB_GetContractEventEditUrl
FTOS_CB_GetContractExtendedData
FTOS_CB_GetContractInfo
FTOS_CB_GetContractRepaymentSchedule
FTOS_CB_GetContractsForLimit
FTOS_CB_GetContractsWithPaymentHolidayPossibility
FTOS_CB_GetCreditFacilityLimitPercent
FTOS_CB_GetDataSourceChartAgreement
FTOS_CB_GetDataSourceChartContractOverview
FTOS_CB_GetDataSourceChartCreditFacility_LoanOfficerAdminRetail
FTOS_CB_GetDataSourceClosingContractsChart
FTOS_CB_GetDataSourceFutureInstallmentsReport
FTOS_CB_GetDataSourceNewContractsChart
FTOS_CB_GetDataSourcePastDueInstallmentsReport
FTOS_CB_GetEarlyRepaymentValues
FTOS_CB_GetExchangeRate
FTOS_CB_GetExchangeRateOfCollateralRegisterToContract
FTOS_CB_GetFixedVariableInterest
FTOS_CB_GetGLOnContract
FTOS_CB_GetGroupInfo
FTOS_CB_GetInstallment_Principal_InstallmenNo_Values
FTOS_CB_GetInterestReferencePeriod
FTOS_CB_GetInvoiceDetails
FTOS_CB_GetLimitTypeByCustomer
FTOS_CB_GetNoOfContractTranches
FTOS_CB_GetNoOfCurrentAccountsForCurrencyId
FTOS_CB_GetProductInterestValue
FTOS_CB_GetProductMinInterestRate
FTOS_CB_GetReasonDetails
FTOS_CB_GetRemainingNotifications
FTOS_CB_GetSalesChannelByName
FTOS_CB_GetSoonToExpireCurrentAccountWithOverdrafts
FTOS_CB_GetSystemInvariantDate
FTOS_CB_GetSystemParameter
FTOS_CB_GetTransactionTypeByCode
FTOS_CB_GetWorkingDate
FTOS_CB_PaymentHolidaySchedule
FTOS_CB_PaymentScheduleFields
FTOS_CB_PaymentScheduleFieldsDisb
FTOS_CB_PeriodicityType
FTOS_CB_ProcessAccrualsAndProvisions
FTOS_CB_RecalculateEarlyRepaymentSchedule
FTOS_CB_RecalculateSchedule
FTOS_CB_releaseCollaterals
FTOS_CB_SetInterestRate
FTOS_CB_UpdateActivationDate
FTOS_CB_UpdateContractDelayCategory_Filtered
FTOS_CB_UpdateTranche
FTOS_CB_ValidateOverdraftExpireFields
FTOS_CheckLicense
FTOS_GetDataSourceChartContract
FTOS_GetDataSourceChartContractEvents
FTOS_GetDataSourceChartCreditFacility
FTOS_TPM_CalculateCommissionAppliedTo
FTOS_TPM_CallFormula
FTOS_TPM_GetAgreementBusinessStatusDisplayName
FTOS_TPM_GetAgreementCommissionsDetails
FTOS_TPM_GetAgreementDetails
FTOS_TPM_GetInvoiceDetailContracts
FTOS_TPM_GetTransactionTypesForClawback
FTOS_VerifyUsersCompetence

A user with this security role has the following access rights to records in the FintechOS Platform's entities within their organization:

Entity Insert Read Update Delete
Account No Yes No No
approvalTask No Yes No No
businessunit No Yes No No
entity No Yes No No
entitystatus Yes Yes Yes No
GroupMember No Yes No No
BankingProduct No Yes No No
BankingProductType No Yes No No
Commission No Yes No No
CommissionSchema No Yes No No
CommissionType Yes Yes Yes No
CommissionValue No Yes No No
FormulaType No Yes No No
GLAccounts Yes Yes Yes No
Interest No Yes No No
PaymentScheduleType No Yes No No
ProductClassification No Yes No No
BankAccount No Yes No No
BankAccountOperation No Yes No No
Contract No Yes No No
ContractAccrualAndProvision No Yes No No
ContractClassification No Yes No No
ContractCollateral No Yes No No
ContractCovenant No Yes No No
ContractDisbursementTranche No Yes No No
ContractDocument No Yes No No
ContractEvent No Yes No No
ContractFee No Yes No No
ContractParticipant No Yes No No
ContractPenalty No Yes No No
ContractReevaluation No Yes No No
ContractRepaymentSchedule No Yes No No
ContractRepaymentScheduleDetail No Yes No No
ContractRepaymentScheduleVersion No Yes No No
CreditFacility No Yes No No
CreditFacilityAccrual No Yes No No
CreditFacilityDetail No Yes No No
CreditFacilityFee No Yes No No
CreditFacilityFeeValue No Yes No No
CreditFacilityParticipant No Yes No No
CreditFacilityPlan No Yes No No
CreditFacilityProduct No Yes No No
CustomerLimit No Yes No No
CustomerLimit_BW No Yes No No
CustomerLimitType No Yes No No
OperationItem No Yes No No
Payment No Yes No No
PaymentNotification No Yes No No
PeriodicityType No Yes No No
RepaymentNotification No Yes No No
TransactionOperationType Yes Yes Yes No
VersioningReason No Yes No No
WeekDay No Yes No No
AccountType No Yes No No
Currency No Yes No No
EntityStatusSettings No Yes 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 No Yes No No
Agreement_BW No Yes No No
AgreementPricing No Yes No No
Invoice No Yes No No
Invoice_BW No Yes No No
InvoiceDetail No Yes No No
optionset No Yes No No
optionsetitem No Yes No No

A user with this security role can access the following endpoints:

Endpoint
FTOS_BP_CheckFromToDates
FTOS_BP_CheckMandatoryRoleXLimitType
FTOS_BP_CommissionSchemaDetail
FTOS_BP_GetBankingProductInfo
FTOS_BP_GetCommissionInfo
FTOS_BP_GetCommissionTypeInfo
FTOS_BP_GetPeriodicityTypeInfo
FTOS_BP_GetProductInterestCommissionList
FTOS_CB_CalculateContractCustomValues
FTOS_CB_CalculateInvoiceAmounts
FTOS_CB_CalculateMaturityDate_BA
FTOS_CB_CheckCustomerRole
FTOS_CB_CheckInvoiceHasDetails
FTOS_CB_CheckLimitTypeRole
FTOS_CB_DisplayFinancedAmountEventForm
FTOS_CB_EditContractPenaltyInterestRate
FTOS_CB_EntityVersion_Agreement
FTOS_CB_EntityVersion_Contract
FTOS_CB_EntityVersion_CustomerLimit
FTOS_CB_getBandedInterestObject
FTOS_CB_GetBlockAmountOnContract
FTOS_CB_GetClosureOfContracts
FTOS_CB_GetCommissionDetail
FTOS_CB_GetContractEventEditUrl
FTOS_CB_GetContractInfo
FTOS_CB_GetContractRepaymentSchedule
FTOS_CB_GetContractsForLimit
FTOS_CB_GetCreditFacilityLimitPercent
FTOS_CB_GetDataSourceChartAgreement
FTOS_CB_GetDataSourceChartContractOverview
FTOS_CB_GetDataSourceChartCreditFacility_LoanOfficerAdminRetail
FTOS_CB_GetDataSourceClosingContractsChart
FTOS_CB_GetDataSourceNewContractsChart
FTOS_CB_GetExchangeRate
FTOS_CB_GetGLOnContract
FTOS_CB_GetGroupInfo
FTOS_CB_GetInstallment_Principal_InstallmenNo_Values
FTOS_CB_GetInterestReferencePeriod
FTOS_CB_GetInvoiceDetails
FTOS_CB_GetLimitTypeByCustomer
FTOS_CB_GetNoOfCurrentAccountsForCurrencyId
FTOS_CB_GetProductInterestValue
FTOS_CB_GetProductMinInterestRate
FTOS_CB_GetReasonDetails
FTOS_CB_GetSalesChannelByName
FTOS_CB_GetSystemInvariantDate
FTOS_CB_GetSystemParameter
FTOS_CB_GetTransactionTypeByCode
FTOS_CB_PeriodicityType
FTOS_CB_UpdateActivationDate
FTOS_GetDataSourceChartContract
FTOS_GetDataSourceChartContractEvents
FTOS_GetDataSourceChartCreditFacility
FTOS_GL_GenerateAccountingEntry
FTOS_TPM_CalculateCommissionAppliedTo
FTOS_TPM_CallFormula
FTOS_TPM_GetAgreementBusinessStatusDisplayName
FTOS_TPM_GetAgreementCommissionsDetails
FTOS_TPM_GetAgreementDetails
FTOS_TPM_GetInvoiceDetailContracts
FTOS_TPM_GetTransactionTypesForClawback
FTOS_VerifyUsersCompetence

A user with this security role has the following access rights to records in the FintechOS Platform's entities within their organization:

Entity Insert Read Update Delete
Account No Yes Yes No
AccountRelOwnership No Yes No No
approvalTask No Yes Yes No
businessunit No Yes No No
entity No Yes No No
entitystatus No Yes No No
GroupAccount No Yes No No
GroupMember No Yes No No
BankingProductType No Yes No No
CollateralType No Yes No No
Commission No Yes No No
CommissionSchema No Yes No No
CommissionType No Yes No No
CommissionValue No Yes No No
Covenant No Yes No No
FormulaType No Yes No No
Interest No Yes No No
PaymentScheduleType No Yes No No
ProductClassification No Yes No No
BankAccount No Yes No No
BankAccountOperation No Yes No No
CollateralRegister No Yes No No
CollateralRegisterDocuments No Yes No No
CollateralRegisterOwner No Yes No No
CollateralRegisterParticipants No Yes No No
CollateralRegisterRank No Yes No No
Contract No Yes No No
ContractAccrualAndProvision No Yes No No
ContractClassification No Yes No No
ContractCollateral No Yes No No
ContractCorrectionEntry No Yes No No
ContractCorrectionEntryDetail No Yes No No
ContractCovenant No Yes No No
ContractDisbursementTranche No Yes No No
ContractDocument No Yes No No
ContractEvent No Yes No No
ContractFee No Yes No No
ContractGuarantor No Yes No No
ContractParticipant No Yes No No
ContractPenalty No Yes No No
ContractPenaltyDetail No Yes No No
ContractReevaluation No Yes No No
ContractRepaymentSchedule No Yes No No
ContractRepaymentScheduleDetail No Yes No No
ContractRepaymentScheduleDisb No Yes No No
ContractRepaymentScheduleVersion No Yes No No
CreditFacility No Yes No No
CreditFacility_BW No Yes No No
CreditFacilityAccrual No Yes No No
CreditFacilityDetail No Yes No No
CreditFacilityFee No Yes No No
CreditFacilityFeeValue No Yes No No
CreditFacilityParticipant No Yes No No
CreditFacilityPlan No Yes No No
CreditFacilityProduct No Yes No No
CustomerLimit Yes Yes Yes Yes
CustomerLimit_BW Yes Yes Yes Yes
CustomerLimitType Yes Yes Yes Yes
OperationItem No Yes No No
Payment No Yes No No
PaymentAllocation No Yes No No
PaymentNotification No Yes No No
PeriodicityType No Yes No No
RepaymentNotification No Yes No No
RepaymentNotificationDetail No Yes No No
VersioningReason No Yes No No
WeekDay No Yes No No
AccountType No Yes No No
Currency No Yes No No
EntityStatusSettings No Yes No No
AccountingEntry No Yes No No
TransactionType No Yes No No
Agreement No Yes No No
Agreement_BW No Yes No No
AgreementPricing No Yes No No
Invoice No Yes No No
Invoice_BW No Yes No No
InvoiceDetail No Yes No No
VersionSettings No Yes No No
userCompetence No Yes No No

A user with this security role can access the following endpoints:

Endpoint
FTOS_BP_CheckFromToDates
FTOS_BP_CheckMandatoryRoleXLimitType
FTOS_BP_CommissionSchemaDetail
FTOS_BP_GetBankingProductInfo
FTOS_BP_GetCommissionInfo
FTOS_BP_GetCommissionTypeInfo
FTOS_BP_GetPeriodicityTypeInfo
FTOS_BP_GetProductInterestCommissionList
FTOS_CB_CalculateContractCustomValues
FTOS_CB_CalculateInvoiceAmounts
FTOS_CB_CalculateMaturityDate_BA
FTOS_CB_CheckCustomerRole
FTOS_CB_CheckInvoiceHasDetails
FTOS_CB_CheckLimitTypeRole
FTOS_CB_DisplayFinancedAmountEventForm
FTOS_CB_EditContractPenaltyInterestRate
FTOS_CB_EntityVersion_Agreement
FTOS_CB_EntityVersion_Contract
FTOS_CB_EntityVersion_CustomerLimit
FTOS_CB_getBandedInterestObject
FTOS_CB_GetBlockAmountOnContract
FTOS_CB_GetClosureOfContracts
FTOS_CB_GetCommissionDetail
FTOS_CB_GetContractEventEditUrl
FTOS_CB_GetContractEventFee
FTOS_CB_GetContractInfo
FTOS_CB_GetContractRepaymentSchedule
FTOS_CB_GetContractsForLimit
FTOS_CB_GetCreditFacilityInfo
FTOS_CB_GetCreditFacilityLimitPercent
FTOS_CB_GetDataSourceChartAgreement
FTOS_CB_GetDataSourceChartContractOverview
FTOS_CB_GetDataSourceChartCreditFacility_LoanOfficerAdminRetail
FTOS_CB_GetDataSourceClosingContractsChart
FTOS_CB_GetDataSourceFutureInstallmentsReport
FTOS_CB_GetDataSourceNewContractsChart
FTOS_CB_GetDataSourcePastDueInstallmentsReport
FTOS_CB_GetEarlyRepaymentValues
FTOS_CB_GetExchangeRate
FTOS_CB_GetGLOnContract
FTOS_CB_GetGroupInfo
FTOS_CB_GetInstallment_Principal_InstallmenNo_Values
FTOS_CB_GetInterestReferencePeriod
FTOS_CB_GetInvoiceDetails
FTOS_CB_GetLimitTypeByCustomer
FTOS_CB_GetNoOfContractTranches
FTOS_CB_GetNoOfCurrentAccountsForCurrencyId
FTOS_CB_GetProductInterestValue
FTOS_CB_GetProductMinInterestRate
FTOS_CB_GetReasonDetails
FTOS_CB_GetSalesChannelByName
FTOS_CB_GetSystemInvariantDate
FTOS_CB_GetSystemParameter
FTOS_CB_GetTransactionTypeByCode
FTOS_CB_PaymentHolidaySchedule
FTOS_CB_PaymentScheduleFields
FTOS_CB_PaymentScheduleFieldsDisb
FTOS_CB_PeriodicityType
FTOS_CB_ScheduleVersionFields
FTOS_CB_UpdateActivationDate
FTOS_Entity Version
FTOS_GetDataSourceChartContract
FTOS_GetDataSourceChartContractEvents
FTOS_GetDataSourceChartCreditFacility
FTOS_TPM_CalculateCommissionAppliedTo
FTOS_TPM_CallFormula
FTOS_TPM_GetAgreementBusinessStatusDisplayName
FTOS_TPM_GetAgreementCommissionsDetails
FTOS_TPM_GetAgreementDetails
FTOS_TPM_GetInvoiceDetailContracts
FTOS_TPM_GetTransactionTypesForClawback
FTOS_VerifyUsersCompetence

A user with this security role has the following access rights to records in FintechOS Platform's entities:

Entity Insert Read Update Delete
Account No Yes Yes No
AccountRelOwnership No Yes No No
Address No Yes No No
approvalTask No Yes No No
businessunit No Yes No No
entity No Yes No No
entitystatus No Yes No No
Division No Yes No No
Document No Yes No No
GroupAccount No Yes No No
GroupMember No Yes No No
UnitType No Yes No No
BankingProductType No Yes No No
CollateralType No Yes No No
Commission No Yes No No
CommissionSchema No Yes No No
CommissionType No Yes No No
CommissionValue No Yes No No
Covenant No Yes No No
FormulaType No Yes No No
Interest No Yes No No
PaymentScheduleType No Yes No No
ProductClassification No Yes No No
BankAccount No Yes No No
BankAccountOperation No Yes No No
CollateralRegister No Yes No No
CollateralRegisterDocuments No Yes No No
CollateralRegisterOwner No Yes No No
CollateralRegisterParticipants No Yes No No
CollateralRegisterRank No Yes No No
Contract Yes Yes No No
ContractAccrualAndProvision No Yes No No
ContractClassification No Yes No No
ContractCollateral No Yes No No
ContractCorrectionEntry No Yes No No
ContractCorrectionEntryDetail No Yes No No
ContractCovenant No Yes No No
ContractDisbursementTranche No Yes No No
ContractDocument No Yes No No
ContractEvent No Yes No No
ContractFee No Yes No No
ContractGuarantor No Yes No No
ContractParticipant No Yes No No
ContractPenalty No Yes No No
ContractReevaluation No Yes No No
ContractRepaymentSchedule No Yes No No
ContractRepaymentScheduleDetail No Yes No No
ContractRepaymentScheduleDisb No Yes No No
ContractRepaymentScheduleVersion No Yes No No
CreditFacility No Yes No No
CreditFacility_BW No Yes No No
CreditFacilityAccrual No Yes No No
CreditFacilityDetail No Yes No No
CreditFacilityFee No Yes No No
CreditFacilityFeeValue No Yes No No
CreditFacilityParticipant No Yes No No
CreditFacilityPlan No Yes No No
CreditFacilityProduct No Yes No No
CustomerLimit Yes Yes Yes Yes
CustomerLimit_BW Yes Yes Yes Yes
CustomerLimitType Yes Yes Yes Yes
OperationItem No Yes No No
Payment No Yes No No
PaymentAllocation No Yes No No
PaymentNotification No Yes No No
PeriodicityType No Yes No No
RepaymentNotification No Yes No No
RepaymentNotificationDetail No Yes No No
VersioningReason No Yes No No
WeekDay No Yes No No
AccountType No Yes No No
Action No Yes No No
Activity No Yes No No
Currency No Yes No No
EntityStatusSettings No Yes No No
AccountingEntry No Yes No No
TransactionType No Yes No No
Activity No Yes No No
Agreement No Yes No No
Agreement_BW No Yes No No
AgreementPricing No Yes No No
Invoice No Yes No No
Invoice_BW No Yes No No
InvoiceDetail No Yes No No
VersionSettings Yes Yes Yes No

A user with this security role can access the following endpoints:

Endpoints
FTOS_BP_CheckFromToDates
FTOS_BP_CheckMandatoryRoleXLimitType
FTOS_BP_CommissionSchemaDetail
FTOS_BP_GetBankingProductInfo
FTOS_BP_GetCommissionInfo
FTOS_BP_GetCommissionTypeInfo
FTOS_BP_GetPeriodicityTypeInfo
FTOS_BP_GetProductInterestCommissionList
FTOS_CB_CalculateContractCustomValues
FTOS_CB_CalculateInvoiceAmounts
FTOS_CB_CalculateMaturityDate_BA
FTOS_CB_CheckCustomerRole
FTOS_CB_CheckInvoiceHasDetails
FTOS_CB_CheckLimitTypeRole
FTOS_CB_DisplayFinancedAmountEventForm
FTOS_CB_EditContractPenaltyInterestRate
FTOS_CB_EntityVersion_Agreement
FTOS_CB_EntityVersion_Contract
FTOS_CB_EntityVersion_CustomerLimit
FTOS_CB_getBandedInterestObject
FTOS_CB_GetBlockAmountOnContract
FTOS_CB_GetClosureOfContracts
FTOS_CB_GetCommissionDetail
FTOS_CB_GetContractEventEditUrl
FTOS_CB_GetContractEventFee
FTOS_CB_GetContractInfo
FTOS_CB_GetContractRepaymentSchedule
FTOS_CB_GetContractsForLimit
FTOS_CB_GetCreditFacilityInfo
FTOS_CB_GetCreditFacilityLimitPercent
FTOS_CB_GetDataSourceChartAgreement
FTOS_CB_GetDataSourceChartContractOverview
FTOS_CB_GetDataSourceChartCreditFacility_LoanOfficerAdminRetail
FTOS_CB_GetDataSourceClosingContractsChart
FTOS_CB_GetDataSourceFutureInstallmentsReport
FTOS_CB_GetDataSourceNewContractsChart
FTOS_CB_GetDataSourcePastDueInstallmentsReport
FTOS_CB_GetEarlyRepaymentValues
FTOS_CB_GetExchangeRate
FTOS_CB_GetGLOnContract
FTOS_CB_GetGroupInfo
FTOS_CB_GetInstallment_Principal_InstallmenNo_Values
FTOS_CB_GetInterestReferencePeriod
FTOS_CB_GetInvoiceDetails
FTOS_CB_GetLimitTypeByCustomer
FTOS_CB_GetNoOfContractTranches
FTOS_CB_GetNoOfCurrentAccountsForCurrencyId
FTOS_CB_GetProductInterestValue
FTOS_CB_GetProductMinInterestRate
FTOS_CB_GetReasonDetails
FTOS_CB_GetSalesChannelByName
FTOS_CB_GetSystemInvariantDate
FTOS_CB_GetSystemParameter
FTOS_CB_GetTransactionTypeByCode
FTOS_CB_PaymentHolidaySchedule
FTOS_CB_PaymentScheduleFields
FTOS_CB_PaymentScheduleFieldsDisb
FTOS_CB_PeriodicityType
FTOS_CB_ScheduleVersionFields
FTOS_CB_UpdateActivationDate
FTOS_GetDataSourceChartContract
FTOS_GetDataSourceChartContractEvents
FTOS_GetDataSourceChartCreditFacility
FTOS_TPM_CalculateCommissionAppliedTo
FTOS_TPM_CallFormula
FTOS_TPM_GetAgreementBusinessStatusDisplayName
FTOS_TPM_GetAgreementCommissionsDetails
FTOS_TPM_GetAgreementDetails
FTOS_TPM_GetInvoiceDetailContracts
FTOS_TPM_GetTransactionTypesForClawback
FTOS_VerifyUsersCompetence