1.4 User Roles and Actions

The following user roles are defined in OFS Transaction Filtering:

• Reviewer
• Analyst
• Supervisor
• Senior Supervisor
• Queue Administrator

Note:

The Queue Administrator can add/edit/assign the queues to user groups. For more information on Queue Administrator, see the OFS Queue Management User Guide.

The following table explains the tasks that can be performed by various users in the Transaction Filtering application:

Table 1-1 User Roles and Actions for Queue Level

Action	Reviewer	Analyst	Supervisor	Senior Supervisor	Queue Administrator
Add	x	x	x	x	✔
Edit	x	x	x	x	✔
Assign	x	x	x	x	✔
Delete	x	x	x	x	✔
Open	✔	✔	✔	✔	✔

Note:

The user actions of each role can be configured as per the requirement except Bulk Update and Add Attachments. For more information, see OFS Transaction Filtering Administration Guide.

Table 1-2 User Roles and Actions for Alert Level

Action	Reviewer	Analyst	Supervisor	Senior Supervisor	Queue Administrator
Access to View UI	✔	✔	✔	✔	✔
Recommend to Release Transaction	x	✔	x	x	x
Recommend to Block Transaction	x	✔	x	x	x
Release Transaction	x	✔	✔	x	x
Block Transaction	x	✔	✔	x	x
Escalate Transaction	x	✔	x	x	x
Reject Transaction	x	x	✔	x	x
Bulk Update: Assign Alerts Change the Priority Change Due Date Time	x	x	x	✔	x
Add attachments	x	✔	✔	✔	x
Download attachments	✔	✔	✔	✔	x
Bulk Action	x	✔	✔	x	x

Note:

The user actions of each role can be configured as per the requirement except Bulk Update and Add Attachments. For more information, see OFS Transaction Filtering Administration Guide.