Master Data Management

Manage Roles

A role is a collection of tasks. Each task is performed on a web page designed to collect and validate information required to support the scenarios and business processes to which that role is assigned. The web page is developed at a client’s site and is stored in the Content WebApp.

Begin designing a business process by adding a role at the category level, then defining a scenario, a set of roles that can be reused by business processes.

Each role is assigned a role type to define how role data within a request can be manipulated. Role types are:

• Application – Gathers, enters or makes changes to data using pages in the Content WebApp for preparation to send to the system(s) of record.
• Display – Views data but is unable to make changes. Users assigned to a role with a Display role type are not active participants in the process.
• Review – Evaluates and reviews data, either approving or rejecting all changes made within the execution of a request. Data can be viewed but not modified. A role with this role type can also review the tasks of their dependent application roles within a scenario.
• Post – Posts data to a target system after the roles with Application and Review role types have been completed.

To work with roles:

• Add a Role
• Add Dependencies to Roles
• Assign a Condition to a Role Dependency Relationship
• Add a Task to a Role
• Enable or Disable Messages for a Role
• Add a Conflict to a Role
• View MDM Pages that are Assigned to Roles
• Add Custom Business Rules
• Auto Finish a Role
• View the Scenarios Where a Role is Used and the Tasks Assigned to that Role
• Configure the Post Later Feature at the Role level
• Copy a Role