Security Roles for SME Digital Lending and Underwriting
A security role is a set of privileges and levels of access to various actions or functions within the High Productivity Fintech Infrastructure.
In terms of extensibility, the SME Digital Lending and Underwriting solution can accommodate more than the predefined security roles. This means that you can create a new security role to fit your financial institution's business needs. For example the Underwriter is a generic role and you might add two particular roles: Risk Compliance and Risk Officer.
Predefined Security Roles
SME Digital Lending and Underwriting comes with the following predefined security role that grants specific access rights to the users associated with such a role to the High Productivity Fintech Infrastructure's actions and functions:
-
Relationship Manager: Users with this security role have
read, insert and updateaccess rights to the product records within their organization.
Below you can find detailed information about the security role's access rights to entities, form driven flows and endpoints within the High Productivity Fintech Infrastructure:
Relationship Manager
A user with this security role has the following access rights to records in High Productivity Fintech Infrastructure's entities:
| Entity | Read | Insert | Update |
|---|---|---|---|
| Address of Retail Applications | Yes | Yes | Yes |
| Application Accounts | Yes | Yes | Yes |
| Data for Retail Applicant | Yes | Yes | Yes |
| Account Application | Yes | Yes | Yes |
| District | Yes | Yes | Yes |
| Address of Corporate Applicant | Yes | Yes | Yes |
| Loan | Yes | Yes | Yes |
| Application | Yes | Yes | Yes |
| Banking Product | Yes | No | No |
| Data for Corporate Applicant | Yes | Yes | Yes |
|
Data for Corporate Applicant |
Yes | Yes | Yes |
A user with this security role can access the following endpoints:
|
Endpoints |
|---|
|
FTOS_EXTD_POST_AddressesSearch |
|
FTOS_BNKAP_GetProductQuestionsMapped |
|
FTOS_GetFlowProcessorSettingsByName |
|
FTOS_BASME_WelcomeWidget |
|
FTOS_BASME_GetCompanyDetails |
|
FTOS_DBK_CustomLoadAttrUpdate |
|
FTOS_DBK_GetSMELoanApplications |
|
FTOS_DBK_GetProductQuestionsMapped |
|
FTOS_DBK_CustomLoadAttrRead |
|
FTOS_BASME_SearchCompany |
|
FTOS_DBK_GetTypeOfTransaction |
|
FTOS_BASME_InsertNewApplication |
|
FTOS_DBK_GetApplicantAddress |
|
FTOS_DBK_GetCityId |
|
FTOS_DBK_GetDistrictId |
|
FTOS_BNKAP_GetCompanyApplicationsNo |
|
FTOS_DBK_SMELoanLinkApplicantData |
|
FTOS_DBK_CheckEligibilityAnswers |
|
FTOS_DBK_GetAdditionalBusinessDetails |
|
FTOS_DBK_GetCompanyDetails |
|
FTOS_DBK_CheckAgreementsAnswers |
|
FTOS_DBK_GetProductAgreementsMapped |
|
FTOS_BASME_AgreementNotification |
|
FTOS_BASME_getChargeDocument |
|
FTOS_DBK_EmailApplicantCodat |
|
FTOS_DBK_GetCodatData |
|
FTOS_DBK_ProcessCodat |
|
FTOS_DBK_CheckLoanBusinessStatus |
|
FTOS_DBK_NewRequestProductConfig |
|
FTOS_DBK_SaveCreditLineDetails |
|
FTOS_DBK_AddNewCollateral |
|
FTOS_BNKAP_GetApplicationDocument |
|
FTOS_DBK_UploadDocuments |
|
FTOS_BASME_ApplicationDeleteDocument |
A user with this security role can access:
-
form driven flows: FTOS_BASME_NewApplication and FTOS_BASME_NewRequest
-
custom flow FTOS_BASME_ConfirmAgreements
-
FTOS_BASME_RelationshipManagerDashboard which represents the main page when the application is accessed.