2 Business Domains

Business domains are used to classify records of different business types (such as Retail Banking vs. Private Banking) or to restrict access to data (such as sensitive employee data). Records (such as accounts, customers, and cases) can be linked to a business domain. Administrators map user groups to one or more business domains. Users can access records with any business domains that their user group has been mapped to.  

For example, you have defined a business domain as EMP: Employee Information. You assign this business domain to the account and customer records that belong to employees. Only users who are in user groups mapped to the EMP business domain can view these records.

Cases can be linked to one or more business domains. User groups who are mapped to either business domain can view these cases.  For example, when multiple Events are correlated to a case, if Event1 has come from Retail and Event 2 has come from Institutional Broker-Dealer, then the case belongs to both business domains. Users in user groups mapped to either business domain can view these cases.

The General business domain is provided by default with this application.

Add Business Domains

To add a new business domain, follow these steps:

1.     Navigate to the Business Domains page. The Business Domain List page is displayed.

2.     Click Add Add icon. The Add New Business Domain window is displayed.

3.     Enter the details as mentioned in the following table. Mandatory UI elements are marked with an Asterisk *.

 Fields to Add a New Business Domain and their Descriptions

Field

Description

Business Domain Code*

Enter a unique code for the Business Domain.  For example, RET for Retail.  This field accepts only alphanumeric and hyphen values. Other special characters are not allowed.

This field cannot be edited once the business domain is added.

Business Domain Name*

Enter the Business Domain Name. For example, Retail, Institutional Broker-Dealer. This should be a very high-level form of segregation for different areas. This field accepts only alphanumeric, space, underscore and hyphen values. Other special characters are not allowed.

Business Domain Priority*

Enter the Business Domain Priority. This should be equal to or greater than 1. Lower numbers are considered to be higher priority.

When events belonging to different business domains with different priorities correlate to a case, then the business domain with highest priority will be assigned to the case.

When events belonging to different business domains of the same priority correlate to a case, that case will have multiple business domains.  

Business Domain Description

Enter the Business Domain Description. This field accepts only alphanumeric, space, underscore and hyphen value. Other special characters are not allowed.

4.     Click Save. A confirmation message is displayed: Added Successfully. The newly added business domain will be added in the Business Domain List.

Edit Business Domains

To edit a business domain, follow these steps:

1.     Navigate to the Business Domains page. The Business Domain List page is displayed.

2.     Select the business domain and click Edit Edit icon. The Edit New Business Domain window is displayed.

3.     Modify the details as shown in the previous table. You cannot edit the Business Domain Code.

4.     Click Save. A confirmation message is displayed: Saved Successfully. The business domain in the Business Domain List will be updated.