Temenos Digital
Updated On 09 January 2024 | Min(s) read

Custom Role Management

With the Custom Roles feature, an authorized user can 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 does not need to 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 Temenos Digital SME Banking Documentation.

Name Description Introduced In
getUserDetails This service return the customer details of a user of selected customerId. 2023.08
getInfinityUserServiceDefsRoles This service return the service definitions and roles info of contract customer, which is selected in dropdown. 2023.08
getInfinityUserAccounts This service return the accounts of contract customer, which is selected in dropdown. 2023.08
createInfinityUser This API enrolls customer and assigns all the required permissions. 2023.08
editInfinityUser This API edits the customer details and assigns the new edited permissions. 2023.08
createCustomRole Creates a Custom Role template. Every Custom Role template has a pre-defined set of permissions and access rights. 2020.07
fetchCustomRoleList Retrieves the custom role list. Every template contains a list of accounts and this template helps the user in fetching the account list. 2020.07
getCustomRoleDetails Retrieves the Custom Role details. The details include pre-defined permissions and access rights. 2020.07
updateCustomRole Updates the Custom Role template with a new set of permissions and access rights, or removes the access rights and permissions from the template. 2020.07
deleteCustomRole Deletes the Custom Role Template. 2020.07
assignCustomRoleToCustomers Assigns a template to a customer or a set of customers. 2020.07
getCompanyLevelCustomRole Retrieves the custom roles that are associated with a company. 2021.01
verifyCustomRoleName Verifies the name of the custom role. 2021.01
createInfinityCustomRole Creates a Custom Role template. Every Custom Role template has a pre-defined set of permissions and access rights. 2021.04
updateInfinityCustomRole Retrieves the custom role list. Every template contains a list of accounts and this template helps the user in fetching the account list. 2021.04
getInfinityCustomRoleDetails Retrieves the Custom Role details. The details include pre-defined permissions and access rights. 2021.04

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Published on :
Sunday, March 23, 2025 4:05:48 PM IST