11.1 Create User Group

This topic describes the information about Create User Group.

The Create User Group page facilitates user to create a user group. While creating a user group, user can set the hierarchy order of the user group. User can set the supervisor group for the user group.

User can associate users or agencies IDs to the user group and set active status of the users or agencies in the user group. Strategies and Tasks are assigned to only active users or agencies of the user group.

Table 11-1 Field Description: Create User Group

Field Name Description
Basic Details This section is used to provide the basic information of the user group.
Code Indicates the unique identification code of the user group.
Description Indicates the description of the user group.
Hierarchy Order Indicates the order of the user group in the hierarchy of user groups.

Note: User can set same hierarchy order for multiple user groups. The hierarchy order of the user group user want to create should be less than the hierarchy order of the supervisor group.

Supervisory Group Indicates the supervisor group for the user group.

Note: User must select only that supervisor group which contains all the managers of the users that user select for the user group. Users are mapped to the managers while creating users in Security Management. For more information, refer Oracle Banking Security Management System User Guide.
Default Assignee Indicates whether the user group that user want to create is the default group.

If any accounts remain pending for assignment after all the accounts are assigned as per the user assignment priority, then such accounts are assigned to the default user group.

Note: User can mark only one user group as default assignee. If a default assignee user group is not defined in the system, the account pending for assignment are not allocated to any user group or user.

Vendor Indicates whether the user group user want to create is for agency.
User Details This section is used to assign users to the user group.

Note: This section will be displayed only when agency option is selected as off.

User ID Indicates the unique identification code of the user that user want to assign to the user group.

Note: User must select only those users that have the associated manager present in the selected supervisor group. For more information, refer Oracle Banking Security Management System User Guide.

User Name Displays the user name of the selected user ID.
Active Indicates whether the user is active for the user group.
Vendor Details This section is used to assign agencies to the user group.

Note: This section will be displayed only when agency option is selected. It displays the following fields.

Vendor Code Indicates the unique identification code of the agency that you want to assign to the user group.

Note: User must select only those users that have the associated manager present in the selected supervisor group. For more information, refer Oracle Banking Security Management System User Guide.

Vendor Name Displays the name of the selected agency.
Active Indicates whether the agency is active for the user group.
Task Priority This section is used to define priority of the tasks.
Priority Displays the priority sequence number.
Parameter Displays the pre-defined list of parameters for prioritization.

This topic contains the following sub-topics:

Parent topic: User Group