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Permissions - Coggle Diagram
Permissions
Business Users
PMs
Support (TA/PA)
What accts should they have access to?
EQ
FI
Senior PM, Overlap/Cover groups
Traders
FI
EQ
Ops
Data
Trade
Do we still need this function?
Pool Fund Dealing
NEW IBOR
Cash Mgmt
Compliance
Rule writers
Alert Reviewers
IT
App Support
Access Mgmt
what does this look like with SaaS
Front Office Systems
CAMS
New User PMAR
NEW USER Front Office Controls
Exception Roles
Money Markets
Remote Office
Next steps
Share current permissions with each business unit
Understand future state
Build permission
Test permission
share out of the box permissions
Review new structure with working group
Front Office Controls
Order visibility
Privs across instrument types
Money Markets
Equity
Based on fund
Fixed Income
Div Alts
If we go with this approach, who will maintain it
Block order monitoring?
Exception roles - do we carry these forward?
Senior PMs, Overlap/Cover groups do we carry these foward?
CRD
how does SaaS change things?
Order visibility
out of the box
Maintenance
Who approves?
Who certifies?
Structure
Area
Team