Custom Role Management

Custom Roles feature allows an authorized user to create custom role templates with predefined permissions, over the base parent role of the user, and store them in the DBX database. The roles control the features and actions that the user can perform. The benefit of using Custom Roles is that the user saves a lot of time and effort, as the user need not set the permissions manually for every individual. The user can also reassign the Custom Role templates based on business needs.

For more information on Custom Role Management, refer to the Infinity SME Banking Documentation.

Name Description Introduced In
createCustomRole This API allows the authorized user to create a Custom Role template. Each Custom Role template has a pre-defined set of permissions and access rights. 2020.07
fetchCustomRoleList This API allows the authorized user to fetch the custom role list. Each template contains a list of accounts and this template helps the user in fetching the account list. 2020.07
getCustomRoleDetails This API allows the authorized user to fetch the Custom Role details. The details include pre-defined permissions and access rights. 2020.07
updateCustomRole This API allows the authorized user to update the Custom Role template with a new set of permissions and access rights or remove the access rights and permissions from the template. 2020.07
deleteCustomRole This API allows the authorized user to delete the Custom Role Template. 2020.07
assignCustomRoleToCustomers This API allows the authorized user to assign a template to a customer or set of customers. 2020.07

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