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Bank Account Security

The document discusses bank account use security which grants users access to view and use bank accounts owned by legal entities registered in the security. It is implemented using the UMX data security model and a setup wizard helps facilitate user setup. The wizard is launched by logging in as a sysadmin, creating a role, running the security wizard, adding legal entities, applying changes, and attaching the new role to users.

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Sherif Abdel Moneom
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186 views4 pages

Bank Account Security

The document discusses bank account use security which grants users access to view and use bank accounts owned by legal entities registered in the security. It is implemented using the UMX data security model and a setup wizard helps facilitate user setup. The wizard is launched by logging in as a sysadmin, creating a role, running the security wizard, adding legal entities, applying changes, and attaching the new role to users.

Uploaded by

Sherif Abdel Moneom
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Bank Account Use Security

Bank Account Use security grants user the access to one or more legal entities. User can view and use only
the bank accounts whose owner legal entity is registered in this security. User doesn’t need to setup this
security if any of the other three securities below provides access to the wanted bank accounts.

The bank Account Use security is implemented using UMX data security model. A setup wizard called
“Bank Account Security Management” will be provided to facilitate the user setup procedure. For more
detail, see “Setup wizard: Bank Account Security Management”.

User Procedure to launch the wizard:


1. Login with sysadmin and select the responsibility: User Management>> Roles and Role Inheritance.
Select the option: Create Role

2. Provide all the information for the mandatory fields marked * and save the page and run the ‘Security
Wizards’
3. Select the option Run Wizard on CE UMX Security Wizard

4. In this form add the legal entities for which the security access must be provided. In this page we allow
the bank account transfers to be created for the legal entity selected. One or more legal entities can be
attached to this role. Once the legal entities are attached with the access options, the changes must be
applied.

5. After applying the changes the changes must be saved and applied.
6. The new role must be attached to the user from the user tab using the ‘Update’ option.

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