11.1 Create User Assignment
The Create User Assignment page facilitates you to create a user assignment. A user assignment helps to configure rules based on which accounts, customers, and tasks are assigned to the users. You can select the product processor from where the account and customer details will be received for user assignment.
You can choose whether grouping basis is applicable for user assignment. You can also specify the user assignment method, which is the assignment logic to be used. You can associate the user groups with the user assignment. Based on the configurations you define for user assignment, strategies and its tasks are assigned to the users of the associated user groups.
Table 11-1 Field Description: Create User Assignment
Field Name | Description |
---|---|
Basic Details | This section is used to provide basic information of the user assignment. |
Code | Indicates the unique identification code of the user assignment. |
Description | Indicates the description of the user assignment. |
Priority | Indicates the priority for execution of the user assignment.
Note: Priority must be unique for each user assignment. This field is disabled if Ignore Group Basis switch is turned on. |
Product Processor | Indicates the product processor applicable for user assignment. |
Group Basis | Displays the group basis.
The possible options are:
Note: The group option appears as defined for the selected product processor. If the grouping option is Account, accounts received from the product processor are assigned to different collectors. Also, all the user tasks created on the accounts are assigned to different collectors. If the grouping option is Customer all the accounts related to a customer are assigned to only one particular collector. All the tasks related to the customer are also assigned to one particular collector. |
Ignore Group Basis | Toggle to indicate whether group basis is ignored for user assignment.
Note: If the toggle switch is enabled, then:
|
Assignment Method | Indicates the assignment method.
The options are:
|
Effective Date | Indicates the date from when the user assignment is effective in the system.
Note: The date should be later than or equal to the business date. However, it must be earlier than or equal to the expiry date. |
Expiry Date | Indicates the date till when the user assignment is effective in the system.
Note: The date should be later than or equal to the business date. However, it must be later than or equal to the effective date. |
Selection Criteria | This tab is used to configure rules based on which system assigns the segment to a user group. It also identifies the accounts or customers to be assigned to the user group.
For more information on how to configure rules, see Oracle Banking Common Core User Guide. |
User Group | This tab is used to associate user groups to the user assignment. |
User Group | Indicates the user group.
The list displays all the open and authorized user groups. |
Description | Displays the description of the user group. |
Active | Toggle to indicate whether user group association is active for the user assignment. |