Permissions for Retail Lending Roles - Request Module

This section lists the permissions (entitlements) based visibility to features and services in the request overview module mapped to the 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

Group	Feature	Action	Mandatory Action	Retail RM	Retail RM Supervisor	Retail UW	Retail Ops	Retail Supervisor
General	Request Overview	View request overview	Yes	Y	Y	Y	Y	Y
		Update request overview	No	Y	Y	N	N	Y
	Facility	View Facility	Yes	Y	Y	Y	Y	Y
		Update Facility	No	Y	Y	Y	N	Y
	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	View Ratio	Yes	N/A	N/A	N/A	N/A	N/A
		Compare Ratio	Yes	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
		Update party	No	Y	Y	N	N	Y
Credit	Limit	View Limit	Yes	N/A	N/A	N/A	N/A	N/A
		Add limit	No	N/A	N/A	N/A	N/A	N/A
		Update Limit	No	N/A	N/A	N/A	N/A	N/A
		Delete Limit	No	N/A	N/A	N/A	N/A	N/A
	Borrower Fee	View Fee	Yes	Y	Y	Y	Y	Y
		Add Fee	No	Y	Y	Y	N	Y
		Update Fee	No	Y	Y	Y	N	Y
		Delete Fee	No	Y	Y	Y	N	Y
	Risk Rating	View Risk Rating	Yes	Y	Y	Y	Y	Y
	Decision	View Decision	Yes	Y	Y	Y	Y	Y
		Add Decision	No	N	N	Y	N	N
		Update Decision	No	N	N	Y	N	N
	Condition	View Condition	Yes	N/A	N/A	N/A	N/A	N/A
		Add Condition	No	N/A	N/A	N/A	N/A	N/A
		UpdateCondition	No	N/A	N/A	N/A	N/A	N/A
		Delete Condition	No	N/A	N/A	N/A	N/A	N/A
	Draw Restriction	View Restriction	Yes	N/A	N/A	N/A	N/A	N/A
		Add Restriction	No	N/A	N/A	N/A	N/A	N/A
		UpdateRestriction	No	N/A	N/A	N/A	N/A	N/A
		Delete Restriction	No	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
		Update Covenant	No	N/A	N/A	N/A	N/A	N/A
		Delete Covenant	No	N/A	N/A	N/A	N/A	N/A
	Policy Exception	View Exception	Yes	Y	Y	Y	Y	Y
		Add Exception	No	N	N	Y	N	Y
		Update Exception	No	N	N	Y	N	Y
	Compliance	View Compliance	Yes	Y	Y	Y	Y	Y
		Add Compliance	No	Y	Y	Y	N	Y
		UpdateCompliance	No	Y	Y	Y	N	Y
Integration	External Service	View Service	Yes	Y	Y	Y	Y	Y
		Add Service	No	Y	Y	Y	N	Y
		Edit Service	No	N	N	Y	N	Y
		Delete Service	No	N	N	Y	N	Y
Withdraw	Withdraw Application	Withdraw Application	No	Y	Y	Y	Y	Y
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