1 About This Guide

Oracle Financial Services Compliance Regulatory Reporting User Guide US SAR explains the concepts behind the Oracle Financial Services Compliance Regulatory Reporting application and provides step-by-step instructions for navigating through the application.

Audience

The OFS CRR goAML STR User Guide is designed for use by various OFS CRR goAML STR users. The roles and responsibilities of the OFS CRR goAML STR application, include the following:

• Analyst: This user can view, create, and edit report details. An Analyst can request reports for approval, close reports, add comments to the report, and view the final PDF.
• Supervisor: This user can view, create, and edit report details. The Supervisor is responsible for taking action on the reports submitted by the Analyst, such as approve, reject, re-approve, or close reports. This user can also add comments to the report and view the final PDF.
• Super User: This user can create, update, approve, reject, re-approve, and close reports. The Super User can also generate e-file and file the reports with the regulatory bodies. This user can also perform all the tasks performed by an Analyst.
• Auditor: This user can add comments, generate a draft PDF, and view the final PDF.
• RR Admin: This user handles various configurations required to support the reporting workflow.