User Roles and Activities

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

• Funds Transfer Pricing Administrator
• Funds Transfer Pricing Application Analyst
• Funds Transfer Pricing Application Auditor
• FTP BI Data Steward
• FTP BI Analyst
• FTP BI Auditor
• FTP BI LOB Head

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

The user roles Funds Transfer Pricing Application Administrator, Funds Transfer Pricing Application Analyst, and Funds Transfer Pricing Application 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 FTP Screens and Edit-specific Screens. Similarly, an Admin Persona can view and edit all PFT Screens. These different Persona tasks are facilitated by the User Roles. Thus, these three User Roles facilitate the accesses and activities for the corresponding User Groups that are mentioned in the below table.

The User Roles of - FTP BI Data Steward, FTP BI Analyst, FTP BI Auditor and FTP BI LOB Head - are seeded BI Roles to be used for the users to access the Analytics Menu in the FTP 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.