Access Management
Role-Based Security in timveroOS
timveroOS implements a role-based access control (RBAC) model to manage user permissions across the platform. The system enables financial institutions to create custom roles that align with their specific organizational structure and business processes.
Access Control Architecture
System Components
The RBAC system consists of:
Core Elements:
Roles: Collections of permissions that define a user's capabilities for viewing objects and modifying their state
Users: Individual accounts that must be assigned to roles (users cannot exist without assigned roles)
Permissions: Specific capabilities users have for viewing objects, accessing interface elements, and performing actions
Resources: System entities and functions requiring access control
Security Features:
Role-based permissions
Audit logging
Segregation of duties
Change notifications
Role Configuration
Role Structure
Roles in timveroOS define user capabilities for:
Object Access:
Viewing system entities (applications, participants, clients, credit products)
Accessing specific data fields and records
Modifying object states and properties
System Functions:
Performing actions on objects (updating, deleting, state transitions)
Accessing system modules and interfaces
Executing specific workflows and processes
Role Flexibility
Complete Configuration Freedom:
The system does not provide default roles
Financial institutions have complete freedom to configure any role
Roles can be tailored to specific organizational functions
Custom permission sets based on business requirements
Example Role Types
Based on typical financial institution functions, organizations might create roles such as:
Operational Roles:
Credit Risk Assessment Officer
Collateral Management Officer
Loan Processing Specialist
Customer Service Representative
Administrative Roles:
System Administrator
Configuration Manager
Compliance Officer
Department Head
Note: These are examples only - actual roles are defined by each organization based on their specific needs.
Permission Management
Permission Categories
timveroOS implements permissions that control:
Entity Access:
View permissions for clients, participants, applications, and assets
Modification permissions for object properties and states
Create and delete permissions for system entities
Functional Access:
Module and interface access rights
Workflow execution permissions
Report generation capabilities
Configuration modification rights
Data Scope:
Portfolio-based access restrictions
Department-specific data visibility
Role-based data filtering
Implementation Process
Role Design
Organizational Analysis:
Document current job functions and responsibilities
Identify required system access for each function
Map approval hierarchies and decision-making authority
Define segregation of duties requirements
Role Creation:
Define permission sets based on job functions
Set appropriate access boundaries and restrictions
Configure role-specific limitations
Document role purposes and responsibilities
User Management
User Assignment:
Map individual users to appropriate roles
Ensure all users have assigned roles (mandatory requirement)
Configure role-based access controls
Set up monitoring and audit capabilities
Audit and Compliance
Audit Capabilities
The system provides comprehensive audit trails including:
Activity Tracking:
User access logging
Object modification records
Permission usage monitoring
System function access logs
Change Management:
Role assignment changes
Permission modifications
User account updates
Configuration change tracking
Compliance Support
Segregation of Duties:
Role-based separation of responsibilities
Approval workflow controls
Override permission management
Dual authorization capabilities
Implementation Resources
Through the Admin Panel (Step 2)
Roles and User Management - Setup you Access Management
Through the SDK (Step 1)
[Core embedded component] - Access management if fundamental for timveroOS, so it comes in the application be default, no need to add it in the SDK.
timveroOS: Niche sophisticated User Management
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