Temenos Digital
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Permissions for SME Lending Roles - Entity Module
This section lists the permissions (entitlements) based visibility to features and services in the entity overview module mapped to the SME lending user roles. The bank staff with any of the following user roles access the Temenos Digital Assist application to process the SME lending applications/requests:
- SME Relationship Manager (SME RM)
- SME Underwriter (SME UW)
- SME Operations (SME Ops)
- SME Supervisor
| Group | Feature | Action | Mandatory Action | SME RM | SME UW | SME Ops | SME Supervisor |
|---|---|---|---|---|---|---|---|
| General | Entity Overview | View Entity overview | Yes | Y | Y | Y | Y |
| Edit Entity overview | No | Y | N | N | Y | ||
| Addresses | View Address | Yes | Y | Y | Y | Y | |
| Add Address | No | Y | N | N | Y | ||
| Delete Address | No | Y | N | N | Y | ||
| Edit Address | No | Y | N | N | Y | ||
| Contacts | View Contact | Yes | Y | Y | Y | Y | |
| Add Contact | No | Y | N | N | Y | ||
| Edit Contact | No | Y | N | N | Y | ||
| Delete Contact | No | Y | N | N | Y | ||
| Financial Ratio Result | View Ratios | Yes | Y | Y | Y | Y | |
| Add Ratios | No | Y | Y | N | Y | ||
| Edit Ratios | No | Y | Y | N | Y | ||
| Delete Ratios | No | N | Y | N | Y | ||
| Documents | View Document | Yes | Y | Y | Y | Y | |
| Upload Document | No | Y | Y | Y | Y | ||
| Edit Document | No | Y | Y | Y | Y | ||
| Delete Document | No | N | N | N | Y | ||
| Narratives | View Narrative | Yes | Y | Y | Y | Y | |
| Add Narrative | No | Y | Y | Y | Y | ||
| Edit Narrative | No | Y | Y | Y | Y | ||
| Delete Narrative | No | N | N | N | Y | ||
| Parties | Parties | View Party | yes | Y | Y | Y | Y |
| Add Party | No | Y | N | N | Y | ||
| Delete Party (linkage) | No | Y | N | N | Y | ||
| Monitoring | Covenants | View Covenant | Yes | Y | Y | Y | Y |
| Edit Covenant | No | N | Y | N | Y | ||
| Delete Covenant | No | N | N | N | Y | ||
| KYC/AML | View KYC | Yes | Y | Y | Y | Y | |
| Add KYC | No | Y | N | N | Y | ||
| Edit KYC | No | Y | N | N | Y | ||
| Risk Rating | View Risk Rating | Yes | Y | Y | Y | Y | |
| Add Risk Rating | No | N | Y | N | Y | ||
| Edit Risk Rating | No | N | Y | N | Y | ||
| Integrations | Service History | View Service | Yes | Y | Y | Y | Y |
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