User roles and FSO Business rules

This section defines the various roles within Financial Services Operations Core and explains the business rules that guide the system’s actions.

Roles installed

표 1. Roles installed with the Financial Services Operations Core application

Role title [name]	Description	Contains roles
FSO admin [sn_bom.admin]	Application-specific system administrator role for the Financial Services Operations (FSO) applications. Users with this role have read, write, and create access to the FSO tables.	sn_bom.document.admin sn_bom_credit_asmt.admin model_manager
Financial services consumer contributor [sn_bom.consumer_contributor]	Universal role in the FSO Core application for financial services relationship contributor that enables users to create cases for any consumer. This role inherits all other b2c contributor roles in Financial Services Operations applications and the Customer service consumer contributor role.	sn_bom.contributor sn_bom_payment.contributor sn_bom_credit_asmt.b2c_contributor sn_ins_indiv_life.contributor sn_ins_policy_b2c.contributor sn_customerservice.consumer_contributor sn_bom_deposit_b2c.contributor sn_bom_loan.contributor sn_bom_compl.contributor sn_bom_clo_b2c.contributor sn_ins_group_life.contributor sn_bom_credit_card.contributor
Financial services account contributor [sn_bom.account_contributor]	Universal role in the FSO Core application for financial services relationship contributor that enables users to create cases for any account. This role inherits all other b2b contributor roles in Financial Services Operations applications and the Customer service account contributor role.	sn_bom.contributor sn_bom_payment.contributor sn_bom_treasury.contributor sn_ins_indiv_life.contributor sn_bom_deposit_b2b.contributor sn_ins_policy_b2b.contributor sn_bom_credit_asmt.b2b_contributor sn_bom_loan_b2b.contributor sn_bom_compl.contributor sn_ins_group_life.contributor sn_customerservice.account_contributor sn_bom_clo_b2b.contributor sn_bom_credit_card.contributor
Financial services relationship contributor [sn_bom.relationship_contributor]	Universal role in the FSO Core application for financial services relationship contributor that enables users to create cases for customers or accounts with whom they have established relationships. This role inherits all other contributor roles in Financial Services Operations applications and the Customer service relationship contributor role.	sn_bom.contributor sn_bom_payment.contributor sn_bom_treasury.contributor sn_customerservice.relationship_contributor sn_bom_credit_asmt.b2c_contributor sn_ins_indiv_life.contributor sn_ins_policy_b2c.contributor sn_bom_deposit_b2b.contributor sn_ins_policy_b2b.contributor sn_bom_credit_asmt.b2b_contributor sn_bom_loan.contributor sn_bom_compl.contributor sn_bom_clo_b2c.contributor sn_ins_group_life.contributor sn_bom_clo_b2b.contributor sn_bom_credit_card.contributor
Financial services agent [sn_bom.fs_agent]	Universal role for financial services agent. All other agent roles in Financial Services Operations applications inherit this role.	sn_bom.loan_account_viewer sn_bom.credit_card_account_viewer sn_bom.line_of_credit_viewer sn_bom.b2b_agent sn_bom.deposit_account_viewer sn_bom.b2c_agent
Location manager contributor [sn_bom.location_manager_contributor] 주: The Business Location plugin must additionally be activated for this role to be enabled. For more information, see Activate business locations	User role for managing branch locations. This role can create a case for an account or consumer. Users with this role have read, write, and create access to the FSO tables for branches that they manage.	sn_bom.contributor sn_customerservice.svc_location_manager_contributor sn_bom_deposit_b2c.contributor sn_bom_deposit_b2b.contributor sn_bom_loan.contributor sn_bom_compl.contributor sn_bom_clo_b2c.contributor sn_bom_clo_b2b.contributor
Account viewer [sn_bom.account_viewer]	Consumer role for viewing and creating FSO Case Examples.	sn_bom.loan_account_viewer sn_bom.saving_account_viewer sn_bom.credit_card_account_viewer sn_bom.deposit_account_viewer sn_bom.mortgage_viewer sn_bom.checking_account_viewer
Auto loan viewer [sn_bom.auto_loan_viewer]	User role for viewing auto loan data. This role has read access to the Auto Loan [sn_bom_auto_loan] table.	sn_bom.customer_data_viewer
Checking account viewer [sn_bom.checking_account_viewer]	User role for viewing checking account data. This role has read access to the following tables: Personal Checking Account [sn_bom_checking_account] Business Checking Account [sn_bom_b2b_checking_account]	sn_bom.customer_data_viewer
Credit card account viewer [sn_bom.credit_card_account_viewer]	User role for viewing credit card data. This role has read access to the following tables: Credit Card [sn_bom_credit_card] Card Transaction [sn_bom_card_transaction]	sn_bom.customer_data_viewer
Customer data viewer [sn_bom.customer_data_viewer]	User role for viewing customer data from FSO applications.	sn_customerservice.customer_data_viewer
Deposit account viewer [sn_bom.deposit_account_viewer]	User role for viewing deposit data. This role has read access to the following tables: Deposit Account [sn_bom_deposit_account] Deposit Transaction [sn_bom_deposit_transaction]	sn_bom.saving_account_viewer sn_bom.checking_account_viewer sn_bom.customer_data_viewer
Loan account viewer [sn_bom.loan_account_viewer]	User role for viewing loan data. This role has read access to the following tables: Loan Account [sn_bom_loan_account] Loan Transaction [sn_bom_loan_transaction]	sn_bom.customer_data_viewer sn_bom.auto_loan_viewer sn_bom.mortgage_viewer sn_bom.personal_loan_viewer
Mortgage account viewer [sn_bom.mortgage_viewer]	User role for viewing mortgage data. This role has read access to the following tables: Mortgage Account [sn_bom_mortgage_account]	sn_bom.customer_data_viewer
Personal loan viewer [sn_bom.personal_loan_viewer]	User role for viewing personal loan data. This role has read access to the Personal Loan [sn_bom_personal_loan] table.	sn_bom.customer_data_viewer
Reference viewer [sn_bom.ref_data_viewer]	User role for viewing reference data for financial institutions. This role has read access to the Financial Institution [sn_bom_financial_institution] table.	This role does not contain other roles.
Saving account viewer [sn_bom.saving_account_viewer]	User role for viewing savings data. This role has read access to the following tables: Business Checking Account [sn_bom_b2b_checking_account] Personal Saving Account [sn_bom_saving_account]	sn_bom.customer_data_viewer
Investment account viewer [sn_bom.investment_account_viewer]	This role gives read-only access to investment data entities.	sn_bom.account_viewer sn_bom.security_viewer
Security viewer [sn_bom.security_viewer]	This role gives read-only access to security data entities.	This role does not contain other roles.
FSO consumer [sn_bom.consumer]	Consumer role for FSO customers.	This role does not contain other roles.

Business rules installed

표 2. Business rules installed with the Financial Services Operations Core application

Business rule	Table	Description
Limit account number to 4 char	Financial Account [sn_bom_financial_account]	Business rule that prevents storing more than four characters in an Account number field to help with security.