Create Roles for Retail Banking

You must create and configure the Retail Banker Job and Retail Bank Manager Job roles and map them to external roles such as Sales Representative and Sales Manager for working with retail banking features.

Note:

You're required to create roles for the first time. Don't create roles in case of upgrades or while updating the existing configuration.

The following steps describe how to create the Retail Banker Job role. Repeat these steps to create the Retail Bank Manager Job role. You must manually configure these roles because they aren't shipped with Oracle CX Sales.

1. Sign in to Oracle CX Sales as a user with IT Security Manager role.

2. On the Navigator, in Tools, click Security Console.

3. On the Security Console, in the Roles subtab, search for Sales Representative.

   The search displays role with the role name as Sales Representative.

4. Click the drop-down list button corresponding to the role name Sales Representative and code ORA_ZBS_SALES_REPRESENTATIVE_JOB. Select Copy Role option.

5. In the Copy Options dialog box, select the Copy top role and inherited roles option and click Copy Role button.

   Copy Role: Basic Information page opens.

6. On the Copy Role: Basic Information page, specify information provided in the following table.

   Field	Value
   Role Name	Retail Banker
   Role Code	AFS_RETAIL_BANKER
   Description	Represents the business to sell its products to Customers. Maintains relationships with key customers, builds pipeline, manages leads and opportunities and performs sales forecasting.

7. Click Load Inherited Policies link in the Functional Security Policies train stop.

8. Add View products privilege.

9. Click Summary and Impact Report train stop.

10. Click Submit and Close.

    Confirmation dialog box is displayed.

11. Click OK.

12. Verify Role Copy Status in the Administration subtab.

    Wait for Status to display as Complete.

13. Repeat the steps for creating the Retail Bank Manager role with role code as AFS_RETAIL_BANK_MANAGER.

    Note:

    Retail Bank Manager role must be a copy of Sales Manager role.

14. On the Copy Role: Basic Information page, specify information provided in the following table.

    Field	Value
    Role Name	Retail Bank Manager
    Role Code	AFS_RETAIL_BANK_MANAGER_JOB
    Description	Manages retail bankers within the organization. Generates revenue within a territory, builds pipeline, manages territory forecasts, and assists salespersons in closing deals.