Available Roles and Permissions
When setting up the
Application Processing Module, you must create users and assign specific roles to those users based on the tasks they need to perform.
System administrators can also assign users a developer role or a tester role during design and test phase. In a developer's role, you can configure plugin's registered in the system eSpaces. Access plugin's from Settings task menu. In a tester's role, you can access the Application Processing Module user interface pages that allow testing queues.
The
Application Processing Module comes preconfigured with two sets of roles: roles that are part of the
base
application (OM APM) and roles used in template applications (for example, OM APM Consumer or OM APM Small Business). The template roles control how a technician can define their company's roles and expose those roles in the administrative pages where administrators or managers can assign roles to users and groups.
The following table lists the available roles that exist in the system upon initial use, describes the roles, and provides an example of the type of user usually assigned to each role. Administrators can choose any of these available roles and mix or match them while assigning them to users or groups.
 | Note: Managein the role names below includes create, edit, view, and delete permissions. For example, a user with the ManageRate role can add, duplicate, modify, activate, deactivate, and delete rates in the system. |
 | See Also: For more information on the base and template roles and how you can use
FICO Application Studio Designer to extend available roles within the consumer and the small business templates, see the
FICO Origination Manager Application Processing Module Developer's Guide and the
FICO Origination Manager Integration Guide.
|
| Role | Description | Example User |
|---|---|---|
| ApplicationSearch | Allows user to perform a search and use the Open and Next case options. | DataEntryClerk |
| ApplicationCreate | Allows user to create applications. | DataEntryClerk |
| ApplicationCreateSB | Allows user to create small business applications. | DataEntryClerk |
| ApplicationEditRestricted | Allows user to only edit applications in Draft, Duplicate, and Decline statuses. For all other statuses, the Application page will be read only. | DataEntryClerk |
| ApplicationResolveDuplicate | Allows user to resolve duplicate applications. | DataEntryClerk |
| ApplicationWithdrawRestricted | Allows user to only withdraw applications in Draft or Duplicate statuses. | DataEntryClerk |
| ApplicationWithdrawRestrictedSB | Allows user to only withdraw small business applications in Draft or Duplicate statuses. | DataEntryClerk |
| ApplicationEdit | Allows user to edit the application if it is currently in a status the user is allowed to edit. | CreditAnalyst |
| ApplicationEditSB | Allows user to edit the Small Business application if it is currently in a status the user is allowed to edit. | CreditAnalyst |
| ApplicationEditRestricted | Allows user to only edit applications in Draft or Duplicate statuses. | CreditAnalyst |
| ApplicationEditRestrictedSB | Allows user to only edit Small Business applications in Draft or Duplicate statuses. | CreditAnalyst |
| ApplicationResolveDuplicate | Allows user to resolve duplicate applications. | CreditAnalyst |
| ApplicationReview | Allows user to review applications. | CreditAnalyst |
| ApplicationReviewSB | Allows user to review Small Business applications. | CreditAnalyst |
| ApplicationOffer | Allows user to provide offer details. For other users, the application will be in read only mode. | CreditAnalyst |
| ApplicationOfferSB | Allows user to provide offer details. For other users, the Small Business application will be in read only mode. | CreditAnalyst |
| ApplicationVerify | Allows user to verify the application. | CreditAnalyst |
| ApplicationVerifySB | Allows user to verify the Small Business application. | CreditAnalyst |
| ApplicationWithdraw | Allows user to withdraw the application if it is currently in a status the user is allowed to withdraw. | CreditAnalyst |
| ApplicationQueue | Allows user to access all authorized queues except for the application processing errors queue.
Note: To be able to see the
Configure Processing Errors option on the administration navigation pane, the administrator must have the ManageErrorQueue role assigned. To be able to see the
Processing Errors option on the task menu, the user processing the application must have the ResolveErrorQueue role assigned.
|
CreditAnalyst |
| ApplicationSearch | Allows user to perform a search and use the Open and Next case options. | CreditAnalyst |
| DataAccess | Allows user to view restricted data (such as information in the Personal Id field). | CreditAnalyst |
| All roles previously listed in this table for DataEntryClerk and CreditAnalyst | Allows user to perform all of the tasks that were previously described in this table. | LoanOfficer |
| ManageUser | Allows user to manage users in the system. | SecurityManager |
| ManageQueue | Allows user to manage, edit, and delete application queues. | SystemAdmin |
| ManageErrorQueue | Allows user to manage the application processing errors queue. | SystemAdmin |
| ResolveErrorQueue | Allows user to edit the application processing errors queue. | SystemAdmin |
| ManageApplicationSearch | Allows user to modify the search queue. | SystemAdmin |
| ManageBusinessBureau | Allows user to manage business bureau configurations. | SystemAdmin |
| ManageDuplicate | Allows user to manage duplicate application configurations. | SystemAdmin |
| ManagePopulation | Allows user to manage population records. | SystemAdmin |
| ManageCRA | Allows user to manage CRA configurations. | SystemAdmin |
| ManageProduct | Allows user to manage products. | SystemAdmin |
| ManageRate | Allows user to manage rates. | SystemAdmin |
| ManageFee | Allows user to manage fees. | SystemAdmin |
| ManageCategory | Allows user to manage categories. | SystemAdmin |
| ManageOrganization | Allows user to manage organizations. | SystemAdmin |
| ManageLoanSource | Allows user to manage loan sources. | SystemAdmin |
| ManageDomainValue | Allows user to manage domain values. | SystemAdmin |
| ManageDocumentTemplate | Allows user to manage document templates. | SystemAdmin |
| ManageReport | Allows user to manage reports. | SystemAdmin |
| ApplicationReport | Allows user to access reports. | SystemAdmin |
| ManageLock | Allows user to unlock applications that are locked. | SystemAdmin |
| ManageGroup | Allows user to manage groups in the system. | SystemAdmin |
| ApplicationHistory | Allows user to access the Application History page and resolve errors. | SystemAdmin |
| ManageSetup | Allows user to access the System Admin option on the task menu. | SystemAdmin |
| ArchiveRestoreApplications | Allows user to archive and restore applications. | SystemAdmin |
| ManageTemplates | Allows user to manage the different line of business templates. | SystemAdmin |
| ManageClients | Allows user to create clients in the system | SystemAdmin |