Skip to content

Latest commit

 

History

History
36 lines (30 loc) · 3.45 KB

BASE_SETUP.md

File metadata and controls

36 lines (30 loc) · 3.45 KB

Base setup

Access control setup

  • Root legal entity with user external id from property root.entitlements.admin as entitlements admin
  • Legal entities (under the root legal entity C000000) per legal entity entry with users array in the file legal-entities-with-users.json - configurable, see section Custom data

For legal entities and users in the file legal-entities-with-users.json:

  • All job profiles are assigned to the users via master service agreement of the legal entities from the input file.
    • Job profiles are defined in job-profiles.json
    • You can limit the job profiles assigned to a user by explicitly referring to one of the roles defined in the job profile. E.g. the retail role on a user will result in only assignment of the job profile Retail User.
  • All product groups are assigned to the users via master service agreement of the legal entities from the input file.
    • Product groups are defined in product-group-seed.json
    • You can limit product groups assigned to a user by explicitly referring to the actual names in productGroupNames of a user. E.g. a user with only one productGroupName Payroll will only be granted permissions for the Payroll product group.

Product summary setup

  • Default products: products.json
  • Arrangements in product groups are defined in product-group-seed.json
    • Non current accounts (productId not equal to 1) will be 10% of total amount of arrangements, only in case of productIds also contain 1, otherwise the total amount will be used for the non current accounts.
  • In case of current account arrangements random debit cards (configurable) are associated
  • Additionally (by default disabled) possible to ingest balance history based on a weekly balance history items for the past quarter, plus daily balance history items for the past week.
    • Only works if property ingest.access.control is set to true due to the required external arrangement id when ingesting balance history items.
    • This external arrangement id is only available when creating an arrangement (part of the access control setup). The external arrangement id is currently not retrievable via any REST endpoint.

Service agreements setup

Default service agreements (each object represents one service agreement): service-agreements.json

  • Legal entity ids will be retrieved via the external user ids given in the json file to set up the service agreements.
  • Same access control setup for function/data groups and permissions for each service agreement, taking into account:
  • For each participant that shares accounts, arrangements are ingested under its legal entity
  • Job profiles/product groups will be ingested under each service agreement
  • Each participant that shares users are assigned permissions

Users setup

By default only the following users are covered:

If more/other users are required, you can provide your own json files, see Custom data.