Privileges
Here you'll understand the privileges for customer channel flows.
You can assign these privileges to your users based on their responsibilities.
Privilege |
Usage |
Code |
Description |
Assigned to Role |
---|---|---|---|---|
Approve Customer Claims |
UI |
CJM_APPROVE_CUSTOMER_CLAIMS_PRIV |
If you haven't opted into the Approve Customer Claims with BPM Workflow feature, then this privilege allows viewing and approval of customer claims. If you have opted into the Approve Customer Claims with BPM Workflow feature, then this privilege allows the approver to view all the details of the claim in the notification. |
Channel Claims Management (Duty Role) |
Approve Customer Programs | UI | CJM_APPROVE_CUSTOMER_PROGRAMS_PRIV | If you have opted into the Approve Customer Programs with BPM Workflow feature, then this privilege allows the approver to view and approve the customer program in the notification. | Customer Channel Program Management (Duty Role) |
Extract Customer Accruals | ESS | CJM_EXTRACT_CUSTOMER_ACCRUALS_PRIV | Allows exporting of customer accruals. |
Customer Channel Program Management (Duty Role) Customer Channel Program Viewing (Duty Role) |
Extract Customer Accruals | BIP | CJM_EXTRACT_CUSTOMER_ACCRUALS_PRIV_OBI | Allows exporting of customer accruals. |
Customer Channel Program Management (Duty Role) Customer Channel Program Viewing (Duty Role) |
Get Channel Customer Checkbook Balances using REST Service |
REST |
CJM_GET_CHANNEL_CUSTOMER_CHECKBOOK_BAL_REST_SERVICE_PRIV | Gets the customer checkbook balances using REST service. | Customer Channel Program Management (Duty Role) |
Get Channel Customer Program Checkbook Balances using REST Service |
REST |
CJM_GET_CHANNEL_CUSTOMER_PGM_CHECKBOOK_BAL_REST_SERVICE_PRIV | Gets the program checkbook balances using REST service. | Customer Channel Program Management (Duty Role) |
Get Channel Item Validation Organization using REST Service | REST | CJM_GET_CHANNEL_ITEM_VAL_ORG_REST_SERVICE_PRIV | Gets the item validation organization using REST service. |
Channel Claims Management (Duty Role) Customer Channel Program Management (Duty Role) |
Get Item Rest | REST | EGP_GET_ITEM_REST_PRIV | Allows query access to items through the REST API. |
Customer Channel Program Management (Duty Role) Channel Claims Management (Duty Role) |
Manage Channel Customer Mass Claim using REST Service | REST | CJM_MANAGE_CUSTOMER_MASS_CLAIM_REST_SERVICE_PRIV | Enables creation, update, deletion, and viewing of channel customer mass claims using REST service. | Channel Claims Management (Duty Role) |
Manage Channel Customer Programs using REST Service | REST | CJM_MANAGE_CHANNEL_CUSTOMER_PROGRAM_REST_SERVICE_PRIV | Enables creation, update, deletion, and viewing of channel customer programs and their child entities using REST service. | Customer Channel Program Management (Duty Role) |
Manage Customer Claims |
UI |
CJM_MANAGE_CUSTOMER_CLAIMS_PRIV | Enables update, and viewing of customer claims. | Channel Claims Management (Duty Role) |
Manage Customer Manual Adjustments using REST Service | REST | CJM_MANAGE_CUSTOMER_MANUAL_ADJUSTMENT_REST_SERVICE_PRIV | Enables creating and viewing customer manual adjustments using REST service. | Customer Channel Program Management (Duty Role) |
Manage Customer Programs |
Function |
CJM_MANAGE_CUSTOMER_PROGRAMS_PRIV |
Enables creation, update, deletion, and viewing of customer programs and their child entities. |
Customer Channel Program Management (Duty Role) |
Search Channel Customer Available Accruals using REST Service | REST | CJM_SEARCH_CHANNEL_CUSTOMER_AVAILABLE_ACCRUAL_REST_SERVICE_PRIV | Enables searching of channel customer available accruals using REST service. | Channel Claims Management (Duty Role) |
View Customers | Fucntion | AR_VIEW_CUSTOMERS_PRIV | Allows the viewing of the customer, account and the site information. | Customer Channel Program Management (Duty Role) |
View Customer Checkbook |
UI |
CJM_VIEW_CUSTOMER_CHECKBOOK_PRIV | Allows viewing of customer checkbook. | Customer Channel Program Management (Duty Role) |
View Customer Claims |
UI |
CJM_VIEW_CUSTOMER_CLAIMS_PRIV | Allows viewing of all customer claims. | Channel Claims Viewing (Duty Role) |
View Customer Programs |
Function |
CJM_VIEW_CUSTOMER_PROGRAMS_PRIV |
Allows viewing of all customer programs and their child entities. |
Customer Channel Program Viewing (Duty Role) |
View Only Activity | REST | ZMM_VIEW_ONLY_ACTIVITY_PRIV | Allows only viewing of activities. |
Customer Channel Program Management (Duty Role) Customer Channel Program Viewing (Duty Role) |