Security Roles for Loan Management

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.

Loan Management 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 Loan Management Security Roles

Loan Management 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 Loan Management within their organization.
Accounting Read - Users with this security role have read access rights to the Accounting module of Loan Management 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 Loan Management 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 Loan Management within their organization.
Accounting Officer - Users with this security role have read and write access rights to the Accounting module of Loan Management 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 Loan Management 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 Loan Management within their organization.
Async Engine Admin - Users with this security role can access the DLQ Messages dashboard and resend unprocessed requests to the Async Engine.

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:

Loan Admin Officer

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

Accounting Read

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

Corporate Credit Officer

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

Retail Credit Officer

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

Accounting Officer

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

Supervisor Risk Officer

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

Risk Officer

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

Async Engine Admin

A user with this security role can access the DLQ Messages dashboard and the following endpoints:

Endpoint
FTOS_AE_GetMessagesFromQueues
FTOS_AE_ReprocessMessage