1.4 Process Role Definition

This topic provides the systematic instructions to define Role Profiles.

1. On Home screen, type SMDROLDF in the text box, and click Next.
   The Role Definition screen is displayed.

   Figure 1-1 Role Definition

   
   

   
   Description of "Figure 1-1 Role Definition"

   
   
2. On Role Definition screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 1-3 Process Role Definition - Field Description

   Field	Description
   Role Identification	Alphanumeric, 15 Characters; Mandatory Specify a unique identifier for the role profile.
   Description	Alphanumeric, 35 Characters; Optional Specify the key text which describes and qualifies the role profile, and is indicative of its characteristics.
   Customer Specific	Optional Check this box to indicate that the role profile has been set up for a specific customer of your AMC or AMC branch who might access the system from a remote terminal to inquire about their transactions or investor accounts.
   Module	Optional Select the default module for users linked to the role profile from the drop-down list. The list displays the following values: IS Corporate
   Role Functions	You should define the functions to which the role profile has access after you have defined the basic attributes of a Role Profile (the Role ID, Description, Module and whether it is Customer- Specific) in this section. The various functions in the system fall under five categories, corresponding to the menu options in the Agency Branch main menu. A Role Profile could contain either back office (Fund Manager) functions or front office (Agency Branch) functions.
   Role Functions	Alphanumeric; 8 Characters; Mandatory Select the function that you want to link to the role profile.

3. You can allow or disallow specific record-level operations for each function.
   The operations New, Copy, Delete, Close, Unlock, Reopen, Print, Auth, Reverse are displayed as a horizontal list, alongside the Maintenance Functions label.
4. Check the box pertaining to each operation you want to allow for the role profile in the selected function row.

Classify Role Profile

5. You define a Role Profile for the users who are employees of your AMC or AMC branch.
6. You can indicate that the profile is for customers who might log in from remote terminals to inquire on their transactions and balances using Customer Specific field.

• Static Tables
  This topic provides the systematic instructions to allow the various operations at record level for the role profile.
• Contracts and Online Transaction Processing
  This topic provides information on Contracts and Online Transaction Processing.
• Reports
  This topic provides information on Reports generation.