Temenos Digital
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Permissions for SME Lending Roles - Request Module
This section lists the permissions (entitlements) based visibility to features and services in the request 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 | Request Overview | View request overview | Yes | Y | Y | Y | Y |
| Edit request overview | No | Y | N | N | Y | ||
| Facility | View Facility | Yes | Y | Y | Y | Y | |
| Edit Facility | No | Y | Y | N | Y | ||
| Financial Ratio | View Ratio | Yes | Y | Y | Y | Y | |
| Compare Ratio | Yes | Y | Y | Y | Y | ||
| Document | 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 | ||
| Edit Party | No | Y | N | N | Y | ||
| Credit | Borrower Fees | View Fee | Yes | Y | Y | Y | Y |
| Add Fee | No | Y | Y | N | Y | ||
| Edit Fee | No | Y | Y | N | Y | ||
| Delete Fee | No | Y | Y | N | Y | ||
| Risk Rating | View Risk Rating | Yes | Y | Y | Y | Y | |
| Decision | View Decision | Yes | Y | Y | Y | Y | |
| Add Decision | No | N | Y | N | Y | ||
| Edit Decision | No | N | Y | N | Y | ||
| Monitoring | Covenants | View Covenant | Yes | Y | Y | Y | Y |
| Add Covenant | No | N | Y | N | Y | ||
| Edit Covenant | No | N | Y | N | Y | ||
| Delete Covenant | No | N | N | N | Y | ||
| Policy Exceptions | View Exception | Yes | Y | Y | Y | Y | |
| Add Exception | No | N | Y | N | Y | ||
| Edit Exception | No | N | Y | N | Y | ||
| Compliances | View Compliance | Yes | Y | Y | Y | Y | |
| Add Compliance | No | Y | Y | N | Y | ||
| Edit Compliance | No | Y | Y | N | Y | ||
| Integrations | External Services | View Service | Yes | Y | Y | Y | Y |
| External Services | Add Service | No | Y | y | N | Y | |
| External Services | Edit Service | No | N | Y | N | Y | |
| External Services | Delete Service | No | N | Y | N | Y | |
| Withdraw | Withdraw Application | Withdraw Application | No | Y | Y | N | Y |
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