Permissions for Retail Lending Roles - Entity Module

This section lists the permissions (entitlements) based visibility to features and services in the entity overview module mapped to the following retail lending user roles. The bank staff with any of the following user roles access the Temenos Digital Assist application to process the retail lending applications/requests:

• Retail Relationship Manager (Retail RM)
• Retail Underwriter (Retail UW)
• Retail Operations (Retail Ops)
• Retail Supervisor

Module	Group	Feature	Action	Mandatory Action	Retail RM	Retail RM Supervisor	Retail UW	Retail Ops	Retail Supervisor
Entity Overview	General	Entity Overview	View Entity overview	Yes	Y	Y	Y	Y	Y
			Update Entity overview	No	Y	Y	N	N	N
		Tax Details	View Tax	Yes	Y	Y	Y	Y	Y
			Add Tax	No	Y	Y	N	N	Y
			UpdateTax	No	Y	Y	N	N	Y
			Delete Tax	No	Y	Y	N	N	Y
		Address	View Address	Yes	Y	Y	Y	Y	Y
			Add Address	No	Y	Y	N	N	Y
			Delete Address	No	Y	Y	N	N	Y
			Update Address	No	Y	Y	N	N	Y
		Contact	View Contact	Yes	N/A	N/A	N/A	N/A	N/A
			Add Contact	No	N/A	N/A	N/A	N/A	N/A
			Update Contact	No	N/A	N/A	N/A	N/A	N/A
			Delete Contact	No	N/A	N/A	N/A	N/A	N/A
		Collateral	View Collateral	Yes	N/A	N/A	N/A	N/A	N/A
			Add Collateral	No	N/A	N/A	N/A	N/A	N/A
			Update Collateral	No	N/A	N/A	N/A	N/A	N/A
			Delete Collateral	No	N/A	N/A	N/A	N/A	N/A
		Financial Ratio Result	View Ratio	Yes	N/A	N/A	N/A	N/A	N/A
			Add Ratio	No	N/A	N/A	N/A	N/A	N/A
			Update Ratio	No	N/A	N/A	N/A	N/A	N/A
			Delete Ratio	No	N/A	N/A	N/A	N/A	N/A
		Narrative	View Narrative	Yes	Y	Y	Y	Y	Y
			Add Narrative	No	Y	Y	Y	Y	Y
			Update Narrative	No	Y	Y	Y	Y	Y
			Delete Narrative	No	Y	Y	Y	Y	Y
	Documents	Uploaded Documents	View Document	Yes	Y	Y	Y	Y	Y
			Upload Document	No	Y	Y	Y	Y	Y
			Update Document	No	Y	Y	Y	Y	Y
			Delete Document	No	N	Y	N	N	Y
		System Generated Documents	Delete Narrative	No	Y	Y	Y	Y	Y
	Party	Party	View Party	Yes	Y	Y	Y	Y	Y
			Add Party	No	N	N	N	N	Y
			Delete Party (Linkage)	No	Y	Y	N	N	Y
	Credit	Credit Request History	View CrUpdate History	Yes	N/A	N/A	N/A	N/A	N/A
		Limit	View Limit	Yes	N/A	N/A	N/A	N/A	N/A
	Monitoring	Covenant	View Covenant	Yes	N/A	N/A	N/A	N/A	N/A
			Add Covenant	No	N/A	N/A	N/A	N/A	N/A
			UpdateCovenant	No	N/A	N/A	N/A	N/A	N/A
			Delete Covenant	No	N/A	N/A	N/A	N/A	N/A
		KYC/AML	View KYC	Yes	Y	Y	Y	Y	Y
			Add KYC	No	Y	Y	N	N	Y
			Update KYC	No	Y	Y	N	N	Y
		Risk Rating	View Risk Rating	Yes	Y	Y	Y	Y	Y
			Add Risk Rating	No	N	N	Y	N	Y
			UpdateRisk Rating	No	N	N	Y	N	Y
		Risk Score Card	View Risk Score Card	Yes	Y	Y	Y	Y	Y
	Integration	Integration Account	View Account	Yes	N/A	N/A	N/A	N/A	N/A
			Add Account	No	N/A	N/A	N/A	N/A	N/A
			Update Account	No	N/A	N/A	N/A	N/A	N/A
			Delete Account	No	N/A	N/A	N/A	N/A	N/A
		Service History	View Service	Yes	Y	Y	Y	Y	Y
		Exposure History	View Exposure History	Yes	N/A	N/A	N/A	N/A	N/A
	Customer Action	Customer Actions	View Customer Actions	Yes	Y	Y	Y	Y	Y
			Add Customer Actions	No	Y	Y	N	N	Y
			Edit Customer Actions	No	Y	Y	N	N	Y