5.2.2 User Roles and Activities

The following User Roles are seeded in the Cash Flow Engine Cloud Service to facilitate the activities expected from the users mapped to the seeded User Groups:

CFE Administrator

· CFE Analyst

· CFE Auditor

· CFE BI Data Steward

· CFE BI Analyst

· CFE BI Auditor

· CFE BI LOB Head

In addition to this, Custom User Roles can be created and managed as per requirement.

The user roles CFE Administrator, CFE Analyst, and CFE Auditor are required to access the main application for view, edit and other purposes, based on the User Persona accessing the same. An Analyst User Persona can view all CFE screens and Edit-specific screens. Similarly, an Admin Persona can view and edit all CFE screens. These different Persona tasks are facilitated by the User Roles. Thus, these User Roles facilitates the accesses and activities for the corresponding User Groups. Thus, these three User Roles facilitates the accesses and activities for the corresponding User Groups that are mentioned in the following table.

The User Roles of - CFE BI Data Steward, CFE BI Analyst, CFE BI Auditor and CFE BI LOB Head - are seeded BI Roles to be used for the users to access the Analytics Menu in the CFE Application. These four roles are created to facilitate Analytics access for four different types of User Persona. These roles can be mapped to any User Group to provide the Analytics access to users under the User Group.