Granting access of Secured Entity Types

The secured entity types, such as UDA, ListEntry, Approval Rule, and ScreenerGroup are a category of items to which you want to grant or deny accesses. You can do this using the Add Role page in Management Console.
Note: All the Screener users need to be assigned the BaseRole in the FCC securities.
  1. On the Management Console main menu, click System > Security.
    The Roles tab is displayed in the Security page.
  2. Click the Add Role icon.
    The Add Role page is displayed listing down the various modules.
  3. Click the forward arrow corresponding to FCC.
    A list of Screener-specific secured entity types is displayed.
  4. Use the Create, View, Modify, Delete, and Execute check-boxes to grant the required accesses. This table describes the various accesses and the activities these enable.
    Note: To perform any action, the user first needs to have view permission to view the UDA/list/rule.
    Secured entities Access types
    UDA These permissions are required to perform specific operations on UDAs.
    • Create: To create a UDA and submit it for approval
    • View: To view a UDA
    • Modify: To edit a UDA and submit again for approval. To activate or deactivate a UDA
    • Delete: To delete a UDA
    • Execute: To approve or reject a UDA. This is needed only for the approvers.
    UDA name These permissions are required to perform specific operations on lists where UDA names are applied.
    • If you do not have access to a UDA name, you will not see it while creating a list
    • If another user has already created a list with the UDA name for which you do not have access, you will not see that list.
    • You can override permissions to specific UDA values (secured entities) through the Access Control page. For more information, see Controlling accesses at Secured Entities level
    List Country The permissions are required to view and add countries during list creation.
    • If you do not have access to a Country, you will not see it while creating a list.
    • If another user has already created a list with the Country for which you do not have access, you will not see that list.
    ListEntry
    • View: View or export the list entries
    • Modify: Create a list entry, edit a list entry, activate and deactivate a list entry, disable or enable a list entry, import it, and send it for review and approval
    • Delete: Delete a list entry
    • Execute: Review, approve, or reject a list entry
    Note: You can control accesses to the list entry of different lists by using the Access Control page.
    Approval Rule
    The permissions are required to perform specific operations in the Approval Rule tab.
    • Create: To create a rule and submit for approval.
    • View: To view an approval rule
    • Modify: To edit a rule and submit again for approval. To activate or deactivate a rule.
    • Delete: To delete a rule
    Permissions on Predefined UDAs:
    • UDA.WorkflowStatus: Permissions do not have any impact on this UDA name, it is used to define the status displayed for each level.
    • UDA.Vendor: These are available in Roles tab of the Management Console, you can add, delete, or modify the list of vendors.
    • UDA.ListType.PEP, UDA.ListType.SANCTIONS, UDA.ListType.SDN: Permissions for this UDA are granted in the Roles tab of the Management Console. You can add new list types using the Add User Defined Attribute page. Any new ListType you add becomes available under the FCC secured entity type in the Edit Roles page, on which permissions can be granted. These are the permissions you can grant on ListTypes.
      • Create: To create a list and submit it for approval.
        Note: If you do not have access to UDA, you will not see it while creating a list. If another user has already created a list with the UDA for which you do not have access, you will not see that list.
      • View: To view a list
      • Modify: To edit a list and submit again for approval. To activate or deactivate a list
      • Delete: To delete a list
      • Execute: To approve or reject a list. This is needed only for the approvers.
        Note: You can restrict accesses to specific secured entities in the ListType secured entity type by using the Access Control page. For more information, see Controlling accesses at Secured Entities level.