2.5 User Access
The following tables explain the tasks that can be performed by various users in the Price Creation and Discovery application.
Table 2-1 Deal Pricing User Access
| Role | Deal Pricing | Description |
|---|---|---|
| Relationship Manager | Yes | A Relationship manager has limited access; only to those accounts/customers that he is mapped to. |
| Pricing or Business Analyst | Yes | |
| Credit Analyst | Yes | |
| Admin or Super User | Yes | |
| Product Analyst | Yes |
Table 2-2 Card Rate Definition User Access
| Role | Card Rate Definition | Description |
|---|---|---|
| Relationship Manager | No | |
| Pricing or Business Analyst | Yes | View Only |
| Credit Analyst | Yes | View and Edit |
| Admin or Super User | Yes | Create and Edit |
| Product Analyst | Yes | Create and Edit |
Table 2-3 Offered Rate Definition User Access
| Role | Offered Rate Definition | Description |
|---|---|---|
| Relationship Manager | No | |
| Pricing or Business Analyst | Yes | View Only |
| Credit Analyst | Yes | View and Edit |
| Admin or Super User | Yes | Create and Edit |
| Product Analyst | Yes | Create and Edit |
Table 2-4 Accounts Flagged for Review User Access
| Role | Accounts Flagged for Review | Description |
|---|---|---|
| Relationship Manager | Yes | |
| Pricing or Business Analyst | Yes | View Only |
| Credit Analyst | Yes | View and Edit |
| Admin or Super User | Yes | Create and Edit |
| Product Analyst | Yes | Create and Edit |
Table 2-5 Account Review Criteria Definition User Access
| Role | Account Review Criteria Definition | Description |
|---|---|---|
| Relationship Manager | No | |
| Pricing or Business Analyst | Yes | View Only |
| Credit Analyst | Yes | View Only |
| Admin or Super User | Yes | Create and Edit |
| Product Analyst | Yes | View and Edit |
Table 2-6 Editable Profitability Formula User Access
| Role | Editable Profitability Formula | Description |
|---|---|---|
| Relationship Manager | No | |
| Pricing or Business Analyst | Yes | View Only |
| Credit Analyst | Yes | View Only |
| Admin or Super User | Yes | View and Edit |
| Product Analyst | Yes | View Only |
Table 2-7 Profitability Curve Definition User Access
| Role | Profitability Curve Definition | Description |
|---|---|---|
| Relationship Manager | No | |
| Pricing or Business Analyst | Yes | View Only |
| Credit Analyst | Yes | View Only |
| Admin or Super User | Yes | View and Edit |
| Product Analyst | Yes | View Only |