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Portfolio Data Center follows Role-based Access Control approach, that is the application access is restricted only to the authorized users. In PDC, the role assigned to your User ID controls the actions you can perform. System Administrators are responsible for managing PDC user roles and permissions. The system administrator sets these access controls in User Administration by associating permissions with employee roles. Following are the four roles associated with Portfolio Data Center:

Role

Description

PDC Administrator

Provides full permissions for the Setup and Portfolio Desk areas of Portfolio Data Center. Grants full access rights to Entities and Exceptions management.

PDC Manager Role

Provides nearly full permissions for the Setup and Portfolio Desk areas of Portfolio Data Center. Grants full access rights to Entities and Exception management and restriction to the maintenance of System Settings.

PDC Analyst Role

Provides analyst specific permission for the Setup and Portfolio Desk areas of Portfolio Data Center and restricts maintenance of system settings and the ability to authorize overrides.

PDC End User Role

Provides view-only permissions for the Setup and Portfolio Desk areas of Portfolio Data Center and restricts maintenance of entity reference data.


The following figure shows the four center-based roles enabled for Portfolio Data Center:

TO MANAGE USER ROLES IN PDC, THE SYSTEM ADMINISTRATOR ASSIGNS PERMISSIONS IN USER ADMINISTRATION.

Each PDC user needs a PDC role assigned to his or her user profile. For example, the following figure shows the user JOHN is assigned to the PDC ADMIN ROLE.

EACH PDC ROLE CONTAINS PERMISSIONS APPROPRIATE FOR THE USER IN THAT ROLE

The following table lists the PDC's Role permissions.

PDC Roles

Set Up

Portfolio Desk

Entity Details

Entities

PDC Admin Role

> Allows maintenance of Policies and Components
> Allows maintenance of Detail Tab
> Allows maintenance of System Settings

> Allows to Authorize
> Allows to Release Exception
> Exception Grid visible
> Allows to Audit
> Allows to Attach/Comment
> Allows to View History
> Allows to View Reports
> Allows to Manage Overrides
> Allows to Manage Release Exceptions
> Allows to Override without reason code

> Allows to Maintain
> Allows to Submit
> Allows to Audit
> Allows to Attach/Comment
> Allows to View Reports
> Allows to Manage Overrides
> Allows to Manage Released Exceptions

PDC Manager Role

> Allows maintenance of Policies and Components
> Allows maintenance of Detail Tab

> Allows to Authorize
> Allows to Release Exception
> Exception Grid visible
> Allows to Audit
> Allows to Attach/Comment
> Allows to View History
> Allows to View Reports
> Allows to Manage Overrides
> Allows to Manage Release Exceptions
> Allows to Override without reason code

> Allows to Maintain
> Allows to Audit
> Allows to Attach/Comment
> Allows to View Reports
> Allows to Manage Overrides
> Allows to Manage Released Exceptions

PDC Analyst Role

> Allows maintenance of Policies and Components

> Allows to Release Exception
> Exception Grid visible
> Allows to Audit
> Allows to Attach/Comment
> Allows to View History
> Allows to View Reports
> Allows to Manage Overrides
> Allows to Manage Release Exceptions
> Allows to Override without reason code

> Allows to Maintain
> Allows to Audit
> Allows to Attach/Comment
> Allows to View Reports
> Allows to Manage Overrides
> Allows to Manage Released Exceptions

PDC End User Role

N/A

> Allows to Show History
> Allows to View Reports
> Allows to Manage Overrides

> Allows to View Reports

For more information about user roles and permissions, see User Administration.


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