Account Security and To Do Lists

Account security does NOT impact the information that appears in a user's To Do list. Rather, we have assumed that your To Do roles (and the users assigned to these roles) are consistent with your account security requirements. This can result in anomalies. For example, it's possible for a supervisor to assign a payment in error to a user who doesn't have access to the payment's account. This user will then see the related To Do entry in their Payment Segments In Error To Do list. However, when they drill down on the entry, account security will manifest itself (i.e., the user won't be able to display the payment segment that's in error). This happens because the drill down causes the payment segment search logic to execute. This logic inhibits the selection of payment segments if the user can't access the related account.

To minimize these anomalies, we recommend the following: