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  • Visio Template For Access - Rights

    Uploaded by

    Sathish Kumar
    15 views1 page
    The document outlines different user roles at a bank and the corresponding levels of access and functions available to customers with different statuses. It lists EBC User, Branch User, Call Center User, and Back Office User roles and what customer information and services each would have access to see and perform for customers with statuses including Active, Prospect, Proxy, Legal Guardian, Deceased, and Staff. Customer legitimation methods like ID cards, signatures, and T-pins are also noted for determining appropriate access levels.

    Original Description:

    Template for documenting access rights during business analysis

    Original Title

    Visio Template for Access_Rights

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    © © All Rights Reserved

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    The document outlines different user roles at a bank and the corresponding levels of access and functions available to customers with different statuses. It lists EBC User, Branch User, Call Center User, and Back Office User roles and what customer information and services each would have access to see and perform for customers with statuses including Active, Prospect, Proxy, Legal Guardian, Deceased, and Staff. Customer legitimation methods like ID cards, signatures, and T-pins are also noted for determining appropriate access levels.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    15 views1 page

    Visio Template For Access - Rights

    Uploaded by

    Sathish Kumar
    The document outlines different user roles at a bank and the corresponding levels of access and functions available to customers with different statuses. It lists EBC User, Branch User, Call Center User, and Back Office User roles and what customer information and services each would have access to see and perform for customers with statuses including Active, Prospect, Proxy, Legal Guardian, Deceased, and Staff. Customer legitimation methods like ID cards, signatures, and T-pins are also noted for determining appropriate access levels.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    EBC User

    Customer Status
    Staff Access Legitimation
    Active
    Entitled Functions ID-Card/ Passport
    Greet Prospect
    Customer Notepad Personally Known/Other
    Summary profile Staff
    Online Services Customer not Present
    Bulletin Board
    No OSRO Contract
    Internal Transfer Signature
    Trx Pricing Maintenance
    Standing Instructions
    Proxy T-Pin
    First Contact Point
    CFP Legal Guardian Heir/Beneficiary
    ...
    Deceased

    Full
    Branch User Customer Status Access
    Legitimation
    No Staff Access
    Active ID-Card/ Passport
    Entitled Functions Personally Known/Other
    Greet Prospect
    Customer Notepad Customer not Present
    Summary profile No OSRO Contract
    Online Services Signature
    Bulletin Board Proxy
    ...
    Legal Guardian
    Deceased
    Staff

    Call Center User Customer Status Legitimation


    No Staff Access
    Active T-Pin
    Entitled Functions No T-Pin
    Greet Prospect
    Customer Notepad
    Proxy Outbound
    Summary profile
    Online Services
    Bulletin Board Legal Guardian
    Internal Transfer
    Standing Instructions Deceased
    ...
    Staff
    Part
    Access
    No OSRO Contract
    (some
    No Citiphone Access functions
    denied)
    Back Office User Customer Status Legitimation
    No Staff Access
    Active Heir/ Beneficiary
    Entitled Functions Legitimation Not Necessary
    Greet Prospect
    Customer Notepad
    No OSRO Contract Signature
    Summary profile
    Online Services
    Bulletin Board Proxy
    Internal Transfer
    Standing Instructions Legal Guardian
    ...
    Deceased

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