Ingestion Flashcards

1
Q

What is the 8 step ingestion process for setting up banks, users, products, and privileges?

A
  1. Create legal entity hierarchy
  2. Create users
  3. Update the external service agreement IDs access-groups-integration-service
  4. Create entitlements admins
  5. Create products
  6. Create product groups
  7. Create function groups/job profiles
  8. Assign permissions to user
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2
Q

Elaborate on steps 1 - 4 of the 8 step ingestion process for setting up banks, users, products, and privileges?

A
  1. Create legal entity hierarchy (legalentity-integration-service)
    - Create the root legal entity (The bank). This will also create a single master service agreement.
    - Child legal entities (Customers)
  2. Create users - When creating these users, they are being associated with a legal entity.
    - Create the users for the root legal entity (Bank users)
    - Create the customer users (Customer users)
  3. Update the external service agreement ID in the access-groups-integration-service
    - This is going to set the externalId of the service agreement in the access-group service. This will allow the creation of product groups and job roles
    - Update the service agreement for the bank LE
    - Update the the service agreement ID for the customer LEs
  4. Create entitlements admins (These requests are going to the access-groups-integration-service)
    - Entitlements Admins are users that are allows to assign permissions to other users within a service agreement
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3
Q

Elaborate on steps 5- 8 of the 8 step ingestion process for setting up banks, users, products, and privileges?

A
  1. Create products (arrangements-integration-service)
    - Define the available product types (product kinds)
    - Create the arrangements associated the customer legal entities
  2. Create product groups (access-group-integration service)
    - This allows you to assign permissions to products
  3. Create function groups (job profiles) - (accessgroup-integration-service)
    - Create the function groups to group together a subset of business functions and a subset of permissions for each of those business functions
  4. Assign permissions to user (accessgroup-integration-service)
    - Assign permissions to user by specifying function groups and a list of data groups for each function group
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