Collections Agent (Job Role)
This role is the agent user in Collections.
Role Hierarchy
The Collections Agent job role directly and indirectly inherits these roles.
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Collections Agent
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Collections Management Basic
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Customer Payment Instrument Management
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Payment Settlement Management
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Duties
This table lists the duties assigned directly and indirectly to the Collections Agent job role.
Duty Role | Description |
---|---|
Collections Management Basic |
Allows user to perform activities in Collections. |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Privileges
This table lists privileges granted to duties of the Collections Agent job role.
Granted Role | Granted Role Description | Privilege | Privilege Description |
---|---|---|---|
Collections Management Basic |
Allows user to perform activities in Collections. |
Add Customer Account Contact |
Allows the specification of customer account contact information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Add Customer Account Site Use |
Allows the specification of customer account site use information. If assigning, also assign the ability to view customer account site use. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Add Trading Community Organization Relationship |
Allows specification of organization relationship information. If assigning, also assign the ability to view the trading community organization relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Add Trading Community Person Relationship |
Allows the specification of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Correct Customer Account Site |
Allows the correction of customer account site information. If assigning, also assign the ability to view the customer account site. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Create Customer Account Site |
Allows the specification of customer account site information. If assigning, also assign the ability to view the customer account site. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Dispute Receivables Transaction |
Dispute a Receivables transaction. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Enter Customer Account |
Allows the update of customer account information. If assigning, also assign the ability to view the customer account. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Enter Customer Account Contact Responsibility |
Allows the specification of customer account contact responsibility information. If assigning, also assign the ability to view the customer account contact responsibility. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Enter Customer Account Relationship |
Allows the specification of customer account relationship information. If assigning, also assign the ability to view the customer account relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Export Customer Account |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Export Customer Account Contact |
Allows the export of customer account contact information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Export Customer Account Relationship |
Allows the export of customer account contact relationship information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Export Customer Account Site |
Allows the export of customer account contact site information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Maintain Customer Assignment |
Allows a user to view and update the assigned collector. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Maintain Customer Contacts |
Allows a user to view and update customer contact information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Manage Assigned Work |
Allows a user to view receivables transactions |
Collections Management Basic |
Allows user to perform activities in Collections. |
Manage Collections Adjustments |
Allows a user to view and create adjustments. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Manage Collections Dashboard |
Allows a user to view and update the collections dashboard. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Manage Collections Disputes |
Allows a user to view and create disputes. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Manage Collections Payments |
Allows a user to view and create payments. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Manage Receivables Adjustment |
Create and update a positive or negative adjustment to a transaction. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Move Customer Account Site |
Allows customer account site addresses to be corrected. If assigning, also assign the ability to view the customer account site. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Customer Account |
Allows the removal of customer accounts. If assigning, also assign the ability to view the customer account. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Customer Account Contact |
Allows the removal of customer account contacts. If assigning, also assign the ability to view the customer account contact. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Customer Account Contact Responsibility |
Allows the removal of customer account contact responsibilities. If assigning, also assign the ability to view the customer account contact responsibility. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Customer Account Relationship |
Allows the removal of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Customer Account Site |
Allows the removal of customer account sites. If assigning, also assign the ability to view the customer account site. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Customer Account Site Use |
Allows the removal of customer account contacts. If assigning, also assign the ability to view the customer account site use. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Trading Community Organization Relationship |
Allows the removal of organization relationships. If assigning, also assign the ability to view the trading community organization relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Remove Trading Community Person Relationship |
Allows the removal of person relationships. If assigning, also assign the ability to view the trading community person relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Restore Customer Account |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Restore Customer Account Contact |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Restore Customer Account Relationship |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Restore Customer Account Site |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Restore Customer Account Site Use |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Restore Trading Community Organization Relationship |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Restore Trading Community Person Relationship |
Allows the restoration of inactive person relationships. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Review Collection Metrics Details |
Allows a user to see the collections metrics in work area. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Review Collections Aging Buckets |
Allows a user to see the aged transactions for a customer. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Review Collections Correspondence |
Allows a user to view and send customer correspondence. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Review Collections Metrics |
Allows a user to see the collections metrics. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Review Collections Summary |
Allows a user to see the summary of a customer/account/site. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Review Credit Request |
Allows a user to view credit request details. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Review Customer Account Activities |
Review transaction and receipt activity for a customer account. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Run Aging 4-Bucket Report |
Allows a user to run Aging 4-Bucket Report. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Run Aging 7-Bucket Report |
Allows a user to run Aging 7-Bucket Report. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Run Aging 7-Bucket by Collector Report |
Allows a user to run Aging 7-Bucket by Collector Report. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Run Collections Report |
Allows a user to run collections reports. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Run Receivables Aging Report |
Generate information about outstanding receivables by general ledger account as of a specific date. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Customer Account Relationships |
Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Customer Account Site |
Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Location |
Allows the search of locations. If assigning, also assign the ability to view the trading community location. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Organization |
Allows the search of organizations. If assigning, also assign the ability to view the trading community organization. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Organization Additional Identifier |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Organization Additional Name |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Organization Address |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Organization Classification Code Assignment |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Organization Contact Point |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Person |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Person Additional Identifier |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Person Additional Name |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Person Address |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Person Classification |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Search Trading Community Person Contact Point |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
Select Customer Account Contact Responsibility as Primary |
Allows the identification of customer account primary contact responsibilities. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Select Customer Account Contact as Primary |
Allows the identification of customer account primary contacts. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Send Collections Correspondence |
Allows a user to run the send dunning batch program. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Update Customer Account |
Allows the update of customer account information. If assigning, also assign the ability to view the customer account. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Update Customer Account Contact |
Allows the update of customer account contact information. If assigning, also assign the ability to view the customer account contact. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Update Customer Account Relationship |
Allows the update of customer account contact relationship information. If assigning, also assign the ability to view the customer account relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Update Customer Account Site Use |
Allows the update of customer account contact site information. If assigning, also assign the ability to view the customer account site. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Update Trading Community Organization Relationship |
Allows the update of the organization relationship information. If assigning, also assign the ability to view the trading community organization relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
Update Trading Community Person Relationship |
Allows the update of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account |
Allows the viewing of customer account information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account Contact |
Allows the viewing of customer account contact information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account Contact Responsibility |
Allows the viewing of customer account contact information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account Information |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account Relationship |
Allows the viewing of customer account relationship information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account Relationships |
Allows the viewing of customer account relationship information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account Site |
Allows the viewing of the customer account site information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Customer Account Site Use |
Allows the viewing of the customer account site use information. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Geography Information |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Receivables Credit Memo |
View a Receivables credit memo. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Receivables Invoice |
View a Receivables invoice. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Receivables Receipt |
View a Receivables receipt. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Location |
Allows the invocation of location web services. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization |
Allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Additional Identifier |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Additional Name |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Address |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Address Use |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Classification Code Assignment |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Contact Point |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Contact Preference |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Source System Mapping |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Organization Usage Assignment |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person |
Allows exporting, searching, and viewing of person details such as addresses, classifications, identifiers, and names. |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Additional Identifier |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Additional Name |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Address |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Address Use |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Classification Code Assignment |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Contact Points |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Contact Preference |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Source System Mapping |
Not Available |
Collections Management Basic |
Allows user to perform activities in Collections. |
View Trading Community Person Usage Assignment |
Not Available |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
Manage External Bank and Bank Branch |
Allows managing of external banks and bank branches. |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
Manage External Payer Payment Details |
Allows management of payer payment details. |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
Manage Payment Card |
Allows management of payment cards. |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
Manage Payment Instrument Assignment |
Allows creation of payment instrument assignment |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
Manage Third Party Bank Account |
Allows update of external bank accounts. |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
View Payment Card |
Allows viewing of payment cards. |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
View Third Party Bank Account |
Allows viewing of external bank accounts. |
Customer Payment Instrument Management |
Manages customer bank accounts and credit cards and other payment details. |
View Third Party Bank Account Assignment |
Allows viewing of payment instrument assignments. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Cancel Funds Capture Authorization |
Gives access to Service to Cancel Funds Capture Authorization |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Copy Funds Capture Transaction Extension |
Gives access to Service to Copy Funds Capture Transaction Extension |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Create Funds Capture Authorization |
Gives access to Service to Create Funds Capture Authorization |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Create Funds Capture Return |
Gives access to Service to Create Funds Capture Return |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Create Funds Capture Settlement |
Gives access to Service to Create Funds Capture Settlement |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Create Settlement Batch |
Allows creation of settlement batches. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Delete Funds Capture Transaction Extension |
Gives access to Service to Delete Funds Capture Transaction Extension |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Ignore Settlement Batch Transmission Error |
Allows settlement batch transmission errors to be ignored and settlement batch status to be manually set to Transmitted. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Manage Funds Capture Process |
Allows access to the Funds Capture Transactions work area. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Manage Funds Capture Transaction |
Allows viewing funds capture transactions. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Manage Settlement Batch |
Allows management of settlement batches. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Perform All Funds Capture Actions |
Allows creation of settlement batches, submission of offline transactions, and retrieval of funds capture acknowledgments. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Process Funds Capture Transaction |
Process Funds Capture Authorization |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Retrieve Funds Capture Acknowledgement |
Allows retrieval of funds capture acknowledgments. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Set Funds Capture Transaction Extension Details |
Gives access to Service to Set Funds Capture Transaction Extension Details |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Submit Offline Transactions |
Allows submission of offline transactions. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Submit Receipt of Payment Notifications |
Allows submission of receipt of payment notifications. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Submit Settlement Batch Accompanying Letter |
Allows submission of settlement batch accompanying letters. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
Test Funds Capture Transaction |
Allows creation of test authorizations and settlements. |
Payment Settlement Management |
Manages funds capture authorizations, settlements, and settlement batches. |
View Funds Capture Transaction |
Allows viewing funds capture transactions. |
Data Security Policies
This table lists data security policies and their enforcement across analytics application for the Collections Agent job role.
Business Object | Policy Description | Policy Store Implementation |
---|---|---|
Collections Customer Account Note |
A Collections Agent can maintain collections delinquency for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Maintain Collections Delinquency (Data) Resource: Collections Customer Account Note |
Collections Delinquency |
A Collections Agent can maintain collections delinquency for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Maintain Collections Delinquency (Data) Resource: Business Unit |
Collections Delinquency Status |
A Collections Agent can maintain collections delinquency status for the reference data sets they administer |
Role: Collections Management Basic Privilege: Maintain Collections Delinquency Status (Data) Resource: Reference Data Set |
Collections Dunning Configuration |
A Collections Agent can maintain collections dunning configurations for the reference data sets they administer |
Role: Collections Management Basic Privilege: Maintain Collections Dunning Configurations (Data) Resource: Reference Data Set |
Collections Dunning Transaction |
A Collections Agent can maintain collections dunning transaction for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Maintain Collections Dunning Transaction (Data) Resource: Business Unit |
Collections Preference |
A Collections Agent can maintain collections application preference for the reference data sets they administer |
Role: Collections Management Basic Privilege: Maintain Collections Application Preference (Data) Resource: Reference Data Set |
Collections Resulting Score |
A Collections Agent can maintain collections resulting score for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Maintain Collections Resulting Score (Data) Resource: Business Unit |
Collections Summary |
A Collections Agent can maintain collections summary for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Maintain Collections Summary (Data) Resource: Business Unit |
Collections Transaction Note |
A Collections Agent can maintain collections delinquency for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Maintain Collections Delinquency (Data) Resource: Collections Transaction Note |
Funds Capture Transaction |
A Collections Agent can manage payments by business unit for the business units for which they are authorized |
Role: Payment Settlement Management Privilege: Manage Payments by Business Unit (Data) Resource: Business Unit |
Receivables Adjustment |
A Collections Agent can manage receivables transactions for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Manage Receivables Transactions (Data) Resource: Business Unit |
Receivables Credit Memo |
A Collections Agent can manage receivables activities for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Manage Receivables Activities (Data) Resource: Business Unit |
Receivables Debit Memo |
A Collections Agent can manage receivables transactions for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Manage Receivables Transactions (Data) Resource: Business Unit |
Receivables Invoice |
A Collections Agent can manage receivables transactions for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Manage Receivables Transactions (Data) Resource: Business Unit |
Receivables Invoice |
A Collections Agent can view receivables activities for the business units for which they are authorized |
Role: Collections Management Basic Privilege: View Receivables Activities (Data) Resource: Business Unit |
Receivables Miscellaneous Receipt |
A Collections Agent can manage receivables receipts for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Manage Receivables Receipts (Data) Resource: Business Unit |
Receivables Standard Receipt |
A Collections Agent can manage receivables receipts for the business units for which they are authorized |
Role: Collections Management Basic Privilege: Manage Receivables Receipts (Data) Resource: Business Unit |
Settlement Batch |
A Collections Agent can manage payments by business unit for the business units for which they are authorized |
Role: Payment Settlement Management Privilege: Manage Payments by Business Unit (Data) Resource: Business Unit |
Trading Community Customer Account |
A Collections Agent can update customer account for all customer accounts in the enterprise |
Role: Collections Management Basic Privilege: Update Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account |
A Collections Agent can view customer account for all customer accounts in the enterprise |
Role: Collections Management Basic Privilege: View Customer Account (Data) Resource: Trading Community Customer Account |
Trading Community Customer Account Relationship |
A Collections Agent can manage customer account relationship for the reference data sets for which they are authorized |
Role: Collections Management Basic Privilege: Manage Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship |
Trading Community Customer Account Relationship |
A Collections Agent can view customer account relationship for the reference data sets for which they are authorized |
Role: Collections Management Basic Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship |
Trading Community Customer Account Site |
A Collections Agent can manage customer account site for the reference data sets for which they are authorized |
Role: Collections Management Basic Privilege: Manage Customer Account Site (Data) Resource: Trading Community Customer Account Site |
Trading Community Customer Account Site |
A Collections Agent can view customer account site for the reference data sets for which they are authorized |
Role: Collections Management Basic Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site |
Trading Community Customer Account Site Use |
A Collections Agent can manage customer account site use for the reference data sets for which they are authorized |
Role: Collections Management Basic Privilege: Manage Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use |
Trading Community Customer Account Site Use |
A Collections Agent can view customer account site use for the reference data sets for which they are authorized |
Role: Collections Management Basic Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use |
Trading Community Org Address Email Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
Trading Community Org Address Phone Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
Trading Community Organization Address Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
Trading Community Organization Email Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
Trading Community Organization Party |
A Collections Agent can view trading community organization for all organizations in the enterprise |
Role: Collections Management Basic Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party |
Trading Community Organization Party |
A Collections Agent can view trading community organization for all organizations in the enterprise |
Role: Customer Payment Instrument Management Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party |
Trading Community Organization Party |
A Collections Agent can view trading community organization for all organizations in the enterprise |
Role: Payment Settlement Management Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party |
Trading Community Organization Phone Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
Trading Community Party |
A Collections Agent can view trading community person for all people in the enterprise |
Role: Collections Management Basic Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Collections Agent can view trading community person for all people in the enterprise |
Role: Customer Payment Instrument Management Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Collections Agent can view trading community person for all people in the enterprise |
Role: Payment Settlement Management Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Collections Agent can view trading community person for all people in the enterprise other than sales accounts and sales prospects. |
Role: Collections Management Basic Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Collections Agent can view trading community person for all resources in the enterprise |
Role: Collections Management Basic Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Person Address Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
Trading Community Person Address Phone Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
Trading Community Person Email Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
Trading Community Person Phone Contact Preference |
A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Trading Community Relationship |
A Collections Agent can view trading community relationship for all trading community relationships in the enterprise |
Role: Collections Management Basic Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Privacy
This table lists data security policies for privacy for the Collections Agent job role.
Business Object | Policy Description | Policy Store Implementation |
---|---|---|
External Bank Account |
A Collections Agent can view personally identifiable information in payments for any bank account in the enterprise |
Role: Payment Settlement Management Privilege: View Personally Identifiable Information in Payments (Data) Resource: External Bank Account |
External Payment Party |
A Collections Agent can view personally identifiable information in payments for any external payment party in the enterprise |
Role: Payment Settlement Management Privilege: View Personally Identifiable Information in Payments (Data) Resource: External Payment Party |
Payment Card |
A Collections Agent can view personally identifiable information in payments for any payment card in the enterprise |
Role: Payment Settlement Management Privilege: View Personally Identifiable Information in Payments (Data) Resource: Payment Card |