32.1 Search & View Application Role

Using this option, System Administrator can search application roles based on the search criteria. By default all the application roles will be displayed on this screen, Administrator can filter the list by entering the values in search criteria.

To search & view application role/ application roles:

1. Navigate to one of the above paths.
   The Role Transaction Mapping screen appears.
2. In the User Type field, select the user type.
3. In the Touchpoint Type field, select desired option.
4. In the Role Type field, select the desired option. If entity specific is selected, the entity needs to be specified
5. In the Touchpoint Type field, select desired option.
6. In the Role Type field, select the desired option.
7. In the Application Role Name field, enter the name of the application role.
8. Click Search.
   The search result based on search criteria displayed in Application Role Details section.

   OR

   Click Clear to reset the search parameters.

   OR

   Click Cancel to cancel the transaction.

   Figure 32-2 Search Application Roles - Search Results

   
   

   
   Description of "Figure 32-2 Search Application Roles - Search Results"

   
   

   Table 32-1 Field Description

   Field Name	Description
   User Type	User type for which the application role is created. Retail & Business User , Corporate User and Administrator are three user types available in the application.
   Touchpoint Type	Type of the touchpoint. The options are: Internal External
   Role Type	Type of the role. The options are: Global Entity Specific - For entity specific, the entity needs to be selected
   Application Role Name	Name of the application role.
   Application Role Details Application roles can be views based on Touch Point Type-Internal and External in different tabs. Application roles are grouped and displayed User Segment wise.
   Application Role Name	Name of the application role.
   Application Role Description	Description of the application role.

9. Click on the Application Role Name to view the details.
   The Role Transaction Mapping - View screen appears.

   Figure 32-3 Role Transaction Mapping - View

   
   

   
   Description of "Figure 32-3 Role Transaction Mapping - View"

   
   

   Table 32-2 Field Description

   Field Name	Description
   Application Role View
   Application Role Name	Name of the application role.
   Description	Description of the application role.
   User Type	User type for which the application role is created.
   Touch Point Type	Type of Touch Point.
   User Segment	Segment of the user for which the application role is created. This is applicable only for Retail & Business user type and Internal touch point type.
   Map Transactions
   Module Name	Name of the module for which role transaction mapping is done.
   Map Transactions to Touch Points	Touch points for which the transaction mapping is done for application role.
   Transactions	Displays all the transactions for the selected module which are mapped to the application role for the selected touch points. Transactions are grouped under Transaction Categories and Module.
   Type of Action	Name of the action that can be performed for that transaction by the user to which this application role is assigned. Perform- This action lets the user to perform or initiate those transactions and should be given to maker role. View- This action lets the user to view the initiated and approved transactions by other users and should be given to viewer role. Check- This action lets the user to check those transactions to which he/she has access and should be given to checker role. Approve- This action lets the user to approve those transactions and should be given to approver role Release- This action lets the user to release those transactions to which he/she has access and should be given to releaser role

10. Click icon against the particular category to view the transaction mapping details.
11. Click to icon modify the transaction role mapping.
    The Role Transaction Mapping screen appears in editable form.

    Click Delete To delete the application role along with the transaction mapping.

    (Deletion of any role is only allowed if there are no users attached to that role)

    OR

    Click Back to navigate to the previous screen.

    OR

    Click Cancel to cancel the transaction.