Entitlements

Entitlements are the transactions that the user can perform. Each Entitlement is linked to a single or group of resources. Access of these entitlements to a role is given basis on the necessity and relevance of entitlement to that role. For creation of role and mapping entitlements to that role please refer to Role Transaction Mapping screen.

Pre-Requisites

• Transaction access is provided to System Administrator.

Workflow

Features supported in application

Using this option system administrator can perform the following actions:

• View Entitlement
• Edit Entitlement

How to reach here:

System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. Dashboard > Authorization and Access Controls > Entitlements
OR
System/ Bank Administrator Dashboard >Toggle Menu > Authorization and Access Controls > Entitlements

Entitlements - View

Using this option, Administrator can search and view the existing entitlements.

To search entitlement (s):

• From the Module Name list, select the appropriate module for which the entitlements are to be viewed.
• From the Category Name list, select the appropriate category of the selected module. 3. Enter the entitlement name.
• Click Search. The based on the search criteria the list of entitlements appears.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Clear to reset the entered details.
  OR
  Enter the value directly in the Entitlement Name field and Click Search.

4. Click against the particular category to view the entitlement under that category.
5. Select the Service or User Interface Component tab to view respective details.
6. Click to update entitlement details.
   OR
   Click Cancel to cancel the transaction and go back to dashboard.

Entitlements - Edit

Using this option, Administrator can add or delete the resources under Services and User Interface Component.

To update entitlement details:

• From the Module Name list, select the appropriate module for which the entitlements are to be viewed.
• From the Category Name list, select the appropriate category of the selected module. 3. Enter the entitlement name.
• Click Search. The based on the search criteria the list of entitlements appears.
  OR
  Enter the value directly in the Entitlement Name field and Click Search.
• Click against the particular category to view the entitlement under that category.
• Click to update entitlement details. The Entitlements - Edit screen appears.
  

6. Select the Service or User Interface Component tab to update the respective details.
7. Click Add Resources link to add resource. This field populates all the existing resources in the system for selection.
   OR
   Select the existing resources and click Delete link to delete the selected resource.
   
8. Click Save to save the changes made to the entitlements.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate back to previous screen.
9. The Review screen appears. Verify the details, and click Confirm.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   OR
   
   Click Back to navigate back to previous screen.
10. The success message of entitlements updation appears.
    Click OK to complete the transaction.

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