Permissions for Corporate Lending Roles - Request Module
This section lists the permissions (entitlements) based visibility to features and services in the request overview module mapped to the corporate lending user roles. The bank staff with any of the following user roles access the Assist application to process the corporate lending applications/requests:
- Relationship Manager (RM)
- Underwriter (UW)
- Operations (Ops)
- Supervisor
- Secretary
| Group | Feature | Action | Mandatory Action | RM | UW | Ops | Supervisor | Secretary |
|---|---|---|---|---|---|---|---|---|
| General | Request Overview | View request overview | Yes | Y | Y | Y | Y | Y |
| Edit request overview | No | Y | Y | N | Y | N | ||
| Facility | View Facility | Yes | Y | Y | Y | Y | Y | |
| Update Facility | No | Y | Y | N | Y | N | ||
| Collateral | View Collateral | Yes | Y | Y | Y | Y | Y | |
| Add Collateral | No | Y | Y | Y | Y | N | ||
| Update Collateral | No | Y | Y | Y | Y | N | ||
| Delete Collateral | No | N | N | Y | Y | N | ||
| Financial Ratio | View Ratio | Yes | Y | Y | Y | Y | Y | |
| Compare Ratio | Yes | Y | Y | Y | Y | Y | ||
| Documents | View Document | Yes | Y | Y | Y | Y | Y | |
| Upload Document | No | Y | Y | Y | Y | N | ||
| Update Document | No | Y | Y | Y | Y | N | ||
| Delete Document | No | N | N | Y | Y | N | ||
| Narratives | View Narrative | Yes | Y | Y | Y | Y | Y | |
| Add Narrative | No | Y | Y | Y | Y | N | ||
| Update Narrative | No | Y | Y | Y | Y | N | ||
| Delete Narrative | No | N | N | N | Y | N | ||
| Parties | Parties | View Party | yes | Y | Y | Y | Y | Y |
| Add Party | No | Y | N | N | Y | N | ||
| Update Party | No | Y | N | N | Y | N | ||
| Credit | Limits | View Limit | Yes | Y | Y | Y | Y | Y |
| Update Limit | No | N | Y | N | Y | N | ||
| Delete Limit | No | N | Y | N | Y | N | ||
| Borrower Fees | View Fee | Yes | Y | Y | Y | Y | Y | |
| Add Fee | No | Y | Y | N | Y | N | ||
| Update Fee | No | Y | Y | N | Y | N | ||
| Delete Fee | No | N | Y | N | Y | N | ||
| Risk Rating | View Risk Rating | Yes | Y | Y | Y | Y | Y | |
| Decision | View Decision | Yes | Y | Y | Y | Y | Y | |
| Add Decision | No | N | Y | N | N/A | N/A | ||
| Update Decision | No | N | Y | N | N/A | N/A | ||
| Conditions | View Condition | Yes | Y | Y | Y | Y | Y | |
| Add Condition | No | N | Y | N | Y | N | ||
| Update Condition | No | Y | Y | Y | Y | N | ||
| Delete Condition | No | N | Y | N | Y | N | ||
| Draw Restrictions | View Restriction | Yes | Y | Y | Y | Y | Y | |
| Add Restriction | No | N | Y | N | Y | N | ||
| Update Restriction | No | N | Y | N | Y | N | ||
| Delete Restriction | No | N | Y | N | Y | N | ||
| Monitoring | Covenants | View Covenant | Yes | Y | Y | Y | Y | Y |
| Add Covenant | No | N | Y | N | Y | N | ||
| Update Covenant | No | N | Y | Y | Y | N | ||
| Delete Covenant | No | N | N | N | Y | N | ||
| Policy Exceptions | View Exception | Yes | Y | Y | Y | Y | Y | |
| Add Exception | No | N | Y | N | Y | N | ||
| Update Exception | No | N | Y | N | Y | N | ||
| Compliances | View Compliance | Yes | Y | Y | Y | Y | Y | |
| Add Compliance | No | Y | Y | Y | Y | N | ||
| Update Compliance | No | Y | Y | Y | Y | N | ||
| Integrations | External Services | View Service | Yes | Y | Y | Y | Y | Y |
| Add Service | No | Y | y | N | y | N | ||
| Edit Service | No | N | Y | N | Y | N | ||
| Delete Service | No | N | Y | N | Y | N |
Field Name
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Application/Table name
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