{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15920,"path":"financial-services-operations/fso-core-roles.md","title":"User roles and FSO Business rules","bundle":null,"doc_type":null,"release":"australia","body":"\n# User roles and FSO Business rules\n\nThis section defines the various roles within Financial Services Operations Core and explains the business rules that guide the system’s actions.\n\n## Roles installed\n\n<table id=\"table_u1t_gb1_wdb\"><thead><tr><th>\n\nRole title \\[name\\]\n\n</th><th>\n\nDescription\n\n</th><th>\n\nContains roles\n\n</th></tr></thead><tbody><tr><td>\n\nFSO admin\\[sn\\_bom.admin\\]\n\n</td><td>\n\nApplication-specific system administrator role for the Financial Services Operations \\(FSO\\) applications. Users with this role have read, write, and create access to the FSO tables.\n\n</td><td>\n\n-   sn\\_bom.document.admin\n-   sn\\_bom\\_credit\\_asmt.admin\n-   model\\_manager\n\n</td></tr><tr><td>\n\nFinancial services consumer contributor\n\n\\[sn\\_bom.consumer\\_contributor\\]\n\n</td><td>\n\nUniversal role in the FSO Core application for financial services relationship contributor that enables users to create cases for any consumer. This role inherits all other b2c contributor roles in Financial Services Operations applications and the Customer service consumer contributor role.\n\n</td><td>\n\n-   sn\\_bom.contributor\n-   sn\\_bom\\_payment.contributor\n-   sn\\_bom\\_credit\\_asmt.b2c\\_contributor\n-   sn\\_ins\\_indiv\\_life.contributor\n-   sn\\_ins\\_policy\\_b2c.contributor\n-   sn\\_customerservice.consumer\\_contributor\n-   sn\\_bom\\_deposit\\_b2c.contributor\n-   sn\\_bom\\_loan.contributor\n-   sn\\_bom\\_compl.contributor\n-   sn\\_bom\\_clo\\_b2c.contributor\n-   sn\\_ins\\_group\\_life.contributor\n-   sn\\_bom\\_credit\\_card.contributor\n\n</td></tr><tr><td>\n\nFinancial services account contributor\n\n\\[sn\\_bom.account\\_contributor\\]\n\n</td><td>\n\nUniversal role in the FSO Core application for financial services relationship contributor that enables users to create cases for any account. This role inherits all other b2b contributor roles in Financial Services Operations applications and the Customer service account contributor role.\n\n</td><td>\n\n-   sn\\_bom.contributor\n-   sn\\_bom\\_payment.contributor\n-   sn\\_bom\\_treasury.contributor\n-   sn\\_ins\\_indiv\\_life.contributor\n-   sn\\_bom\\_deposit\\_b2b.contributor\n-   sn\\_ins\\_policy\\_b2b.contributor\n-   sn\\_bom\\_credit\\_asmt.b2b\\_contributor\n-   sn\\_bom\\_loan\\_b2b.contributor\n-   sn\\_bom\\_compl.contributor\n-   sn\\_ins\\_group\\_life.contributor\n-   sn\\_customerservice.account\\_contributor\n-   sn\\_bom\\_clo\\_b2b.contributor\n-   sn\\_bom\\_credit\\_card.contributor\n\n</td></tr><tr><td>\n\nFinancial services relationship contributor\\[sn\\_bom.relationship\\_contributor\\]\n\n</td><td>\n\nUniversal role in the FSO Core application for financial services relationship contributor that enables users to create cases for customers or accounts with whom they have established relationships. This role inherits all other contributor roles in Financial Services Operations applications and the Customer service relationship contributor role.\n\n</td><td>\n\n-   sn\\_bom.contributor\n-   sn\\_bom\\_payment.contributor\n-   sn\\_bom\\_treasury.contributor\n-   sn\\_customerservice.relationship\\_contributor\n-   sn\\_bom\\_credit\\_asmt.b2c\\_contributor\n-   sn\\_ins\\_indiv\\_life.contributor\n-   sn\\_ins\\_policy\\_b2c.contributor\n-   sn\\_bom\\_deposit\\_b2b.contributor\n-   sn\\_ins\\_policy\\_b2b.contributor\n-   sn\\_bom\\_credit\\_asmt.b2b\\_contributor\n-   sn\\_bom\\_loan.contributor\n-   sn\\_bom\\_compl.contributor\n-   sn\\_bom\\_clo\\_b2c.contributor\n-   sn\\_ins\\_group\\_life.contributor\n-   sn\\_bom\\_clo\\_b2b.contributor\n-   sn\\_bom\\_credit\\_card.contributor\n\n</td></tr><tr><td>\n\nFinancial services agent\\[sn\\_bom.fs\\_agent\\]\n\n</td><td>\n\nUniversal role for financial services agent. All other agent roles in Financial Services Operations applications inherit this role.\n\n</td><td>\n\n-   sn\\_bom.loan\\_account\\_viewer\n-   sn\\_bom.credit\\_card\\_account\\_viewer\n-   sn\\_bom.line\\_of\\_credit\\_viewer\n-   sn\\_bom.b2b\\_agent\n-   sn\\_bom.deposit\\_account\\_viewer\n-   sn\\_bom.b2c\\_agent\n\n</td></tr><tr><td>\n\nLocation manager contributor\\[sn\\_bom.location\\_manager\\_contributor\\]\n\n**Note:** The Business Location plugin must additionally be activated for this role to be enabled. For more information, see Activate business locations\n\n</td><td>\n\nUser role for managing branch locations. This role can create a case for an account or consumer. Users with this role have read, write, and create access to the FSO tables for branches that they manage.\n\n</td><td>\n\n-   sn\\_bom.contributor\n-   sn\\_customerservice.svc\\_location\\_manager\\_contributor\n-   sn\\_bom\\_deposit\\_b2c.contributor\n-   sn\\_bom\\_deposit\\_b2b.contributor\n-   sn\\_bom\\_loan.contributor\n-   sn\\_bom\\_compl.contributor\n-   sn\\_bom\\_clo\\_b2c.contributor\n-   sn\\_bom\\_clo\\_b2b.contributor\n\n</td></tr><tr><td>\n\nAccount viewer\\[sn\\_bom.account\\_viewer\\]\n\n</td><td>\n\nConsumer role for viewing and creating FSO Case Examples.\n\n</td><td>\n\n-   sn\\_bom.loan\\_account\\_viewer\n-   sn\\_bom.saving\\_account\\_viewer\n-   sn\\_bom.credit\\_card\\_account\\_viewer\n-   sn\\_bom.deposit\\_account\\_viewer\n-   sn\\_bom.mortgage\\_viewer\n-   sn\\_bom.checking\\_account\\_viewer\n\n</td></tr><tr><td>\n\nAuto loan viewer\\[sn\\_bom.auto\\_loan\\_viewer\\]\n\n</td><td>\n\nUser role for viewing auto loan data.This role has read access to the Auto Loan \\[sn\\_bom\\_auto\\_loan\\] table.\n\n</td><td>\n\nsn\\_bom.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nChecking account viewer\\[sn\\_bom.checking\\_account\\_viewer\\]\n\n</td><td>\n\nUser role for viewing checking account data. This role has read access to the following tables:\n\n-   Personal Checking Account \\[sn\\_bom\\_checking\\_account\\]\n-   Business Checking Account \\[sn\\_bom\\_b2b\\_checking\\_account\\]\n\n</td><td>\n\nsn\\_bom.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nCredit card account viewer\\[sn\\_bom.credit\\_card\\_account\\_viewer\\]\n\n</td><td>\n\nUser role for viewing credit card data. This role has read access to the following tables:\n\n-   Credit Card \\[sn\\_bom\\_credit\\_card\\]\n-   Card Transaction \\[sn\\_bom\\_card\\_transaction\\]\n\n</td><td>\n\nsn\\_bom.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nCustomer data viewer\\[sn\\_bom.customer\\_data\\_viewer\\]\n\n</td><td>\n\nUser role for viewing customer data from FSO applications.\n\n</td><td>\n\nsn\\_customerservice.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nDeposit account viewer\\[sn\\_bom.deposit\\_account\\_viewer\\]\n\n</td><td>\n\nUser role for viewing deposit data.This role has read access to the following tables:\n\n-   Deposit Account \\[sn\\_bom\\_deposit\\_account\\]\n-   Deposit Transaction \\[sn\\_bom\\_deposit\\_transaction\\]\n\n</td><td>\n\n-   sn\\_bom.saving\\_account\\_viewer\n-   sn\\_bom.checking\\_account\\_viewer\n-   sn\\_bom.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nLoan account viewer\\[sn\\_bom.loan\\_account\\_viewer\\]\n\n</td><td>\n\nUser role for viewing loan data.This role has read access to the following tables:\n\n-   Loan Account \\[sn\\_bom\\_loan\\_account\\]\n-   Loan Transaction \\[sn\\_bom\\_loan\\_transaction\\]\n\n</td><td>\n\n-   sn\\_bom.customer\\_data\\_viewer\n-   sn\\_bom.auto\\_loan\\_viewer\n-   sn\\_bom.mortgage\\_viewer\n-   sn\\_bom.personal\\_loan\\_viewer\n\n</td></tr><tr><td>\n\nMortgage account viewer\\[sn\\_bom.mortgage\\_viewer\\]\n\n</td><td>\n\nUser role for viewing mortgage data.This role has read access to the following tables: Mortgage Account \\[sn\\_bom\\_mortgage\\_account\\]\n\n</td><td>\n\nsn\\_bom.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nPersonal loan viewer\\[sn\\_bom.personal\\_loan\\_viewer\\]\n\n</td><td>\n\nUser role for viewing personal loan data.This role has read access to the Personal Loan \\[sn\\_bom\\_personal\\_loan\\] table.\n\n</td><td>\n\nsn\\_bom.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nReference viewer\\[sn\\_bom.ref\\_data\\_viewer\\]\n\n</td><td>\n\nUser role for viewing reference data for financial institutions.This role has read access to the Financial Institution \\[sn\\_bom\\_financial\\_institution\\] table.\n\n</td><td>\n\nThis role does not contain other roles.\n\n</td></tr><tr><td>\n\nSaving account viewer\\[sn\\_bom.saving\\_account\\_viewer\\]\n\n</td><td>\n\nUser role for viewing savings data.This role has read access to the following tables:\n\n-   Business Checking Account \\[sn\\_bom\\_b2b\\_checking\\_account\\]\n-   Personal Saving Account \\[sn\\_bom\\_saving\\_account\\]\n\n</td><td>\n\nsn\\_bom.customer\\_data\\_viewer\n\n</td></tr><tr><td>\n\nInvestment account viewer\\[sn\\_bom.investment\\_account\\_viewer\\]\n\n</td><td>\n\nThis role gives read-only access to investment data entities.\n\n</td><td>\n\n-   sn\\_bom.account\\_viewer\n-   sn\\_bom.security\\_viewer\n\n</td></tr><tr><td>\n\nSecurity viewer\\[sn\\_bom.security\\_viewer\\]\n\n</td><td>\n\nThis role gives read-only access to security data entities.\n\n</td><td>\n\nThis role does not contain other roles.\n\n</td></tr><tr><td>\n\nFSO consumer\\[sn\\_bom.consumer\\]\n\n</td><td>\n\nConsumer role for FSO customers.\n\n</td><td>\n\nThis role does not contain other roles.\n\n</td></tr></tbody>\n</table>## Business rules installed\n\n<table id=\"table_y2n_fzj_xlb\"><thead><tr><th>\n\nBusiness rule\n\n</th><th>\n\nTable\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nLimit account number to 4 char\n\n</td><td>\n\nFinancial Account \\[sn\\_bom\\_financial\\_account\\]\n\n</td><td>\n\nBusiness rule that prevents storing more than four characters in an **Account number** field to help with security.\n\n</td></tr></tbody>\n</table>"}}