Permissions for Corporate Lending Roles - Other Features

This section explains the permissions (entitlements) based visibility to features and services mapped to the corporate lending user roles. The bank staff with any of the user roles access the Assist application to process the corporate lending applications/requests.

Dashboard Landing Page

A Relationship Manager (RM) can perform only those actions to which they have been assigned the permissions.

Actions on Screen Permissions Required
The RM can view the Create New button on the dashboard and can create a new application Create Application
Other users cannot view the Create New button on the dashboard along with the request dashboard --

 


Field Name
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Application/Table name

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Published on :
Tuesday, May 23, 2023 8:41:15 PM IST