Creating Operator

An Operator is a person in Oracle Financial Services Cloud who performs activities within the business services. An Operator directly interacts with the application using secure credentials and must be an Employee prior to being on-boarded as an Operator.

Oracle Financial Services Cloud offers two ways to create an Operator:
  • Create an Employee as an Operator
  • Set up an existing Employee as an Operator

Creating an Employee as an Operator

Use this option if you want to create an Operator in one go. You can create an employee and then proceed with assigning them Operator privileges. See Creating Employee as Operator.

Setting up an Employee as an Operator

Use this option if you have already created an Employee and want to give them Operator privileges. See Setting Up Employee as Operator.