User Roles and Permissions

You will be provided an in-built role having the Spectrum Module permissions required to get started on Screener. You can also create new roles in Spectrum Module and assign permissions as mentioned below.

Permissions on List Management

List management has permissions based on:
  • List Type
  • List Countries
  1. List Type: All list types are registered as EntityTypes. A list of type X will be a controlled entity registered within type X. For example:

  2. List Countries: To access the list, you should have permissions on at least one country in the List. The available list permissions are Create, Delete, View, and Modify.

    To approve a List, you need Execute permission on that List Type. Entity Overrides will work as usual.

    Alerts & Party Groups

    For Alerts, there is single top-level check in Screener. You need to assign View permissions on Alert. You will be able to see alerts based on the Party Groups you have permission on.

    Note: Access to portfolios can be restricted through Entity Overrides.

    Screening

    To perform manual screening, you must have Execute permission on Screening.

    Uncleansed Matches

    To view uncleansed matches, you must have View permission on Uncleansed matches.

    Whitelist

    You must have Create, View, and Delete permissions to perform respective operations.