Allows a user to add tasks when working a case.

None = Users cannot add tasks when working a case.

Change = When working a case, allows users to Add a Task.       

Add Cash Flow:

Allows a user to add a cash flow, and make a transaction.

None = Users cannot add a cash flow to an account.

Change = Users are able to add a cash flow to an account.

Calculate Cash Flow Payments:

Allows users to calculate payments when adding a cash flow, or editing a cash flow.

None = Users cannot calculate an account's cash flow.

Change = Users are able to calculate payments when adding, or editing a cash flow.

Allows a user to view, edit, delete and create changes to case processes within System Management. Changes made in System Management are reflected when working a case in the workspace.

View = Allows users to view but not make any changes to the Case Processes page in System Management > Collections > Case Processes.

Allows a user to view, edit, delete, and create changes to case queues within System Management. Changes made in System Management are reflected when working a case in the workspace.

View = Allows users to view but not make any changes to the Case Queues page in System Management > Collections > Case Queues.

Allows a user to view and make changes to Task Processes and Task Templates within System Management. Changes made in System Management are reflected when working a case in the workspace.

None = Users can not view or access Task Processes or Task Templates in the Tasks folder in System Management.

View = Allows users to view but not make any changes to any of the Task Processes and Task Templates in the Tasks folder in System Management.

Allows a user to view and make changes to various case types that are reflected in the workspace.

None = Users can not view or access the Case Types page in System Management.

View = Allows users to view but not make any changes to the Case Types page in System Management.

Allows a user to view and make changes to Collection queues that are reflected in the workspace. Collection queues include features such as Collection Queue Refresh Order and Collection Queue Work Order.

None = Users can not view or access the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections.

View = Allows users to view but not make any changes to the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections.

Create Collateral Equity Analysis:

Allows a user to create Equity Analysis on a collateral screen within a person workspace.

None = Users cannot create an Equity Analysis within a person's collateral screen.

Change = Allows users to create an Equity Analysis from within a person's collateral screen.

Edit Cash Flow:

Allows a user to perform transactions and update cash flow fields, but not calculate payments.

None = Users can not view or update the details of a cash flow.

View = Allows users to view, but not make any changes to the details of a cash flow.

Allows a user to edit existing equity analysis located on a person's collateral screen in the workspace.

None = Users cannot edit an existing Equity Analysis from within a person's collateral screen.

Change = Allows users to edit an existing Equity Analysis from within a person's collateral screen.

Edit Expenses:

Allows a user to add and edit expenses within the Expenses - Account screen in the workspace.

None = Users cannot add or edit expenses within the Expenses - Account screen. When the screen opens in the workspace, the toolbar is not available, and the screen displays as read-only.

Change = Allows users to add and edit expenses within the Expenses - Account screen.

Allows a user to edit the letters assigned to a Send Letter Workflow step.

None = Users are unable to edit letters in the Send Letter workflow step. When View/Print is clicked in the workflow step, the letter opens in a PDF document, which does not permit changes.

Change = Allows users to modify letters in the Send Letter workflow step. When View/Print is clicked in the workflow step, the letter opens in an editable Word document.

Allows a user edit existing promise payments made within the person workspace.

None = Users cannot edit promise payment arrangements, or cancel promises in the Promises screen.

Allows a user to edit the promise status of an existing promise made in the person workspace.

None = Users cannot edit promise statuses in the Promises screen.

Change = Allows users to edit promise statuses in the Promises screen.

This permission should only be given to administrators. Changing the promise status does not update promise reports/dashboards and should not be normal practice.

End Exclusive Rule Authoring Session:

Allows a user to end an exclusive Rule Authoring session in System Management > Collections > Rules Management. 

None = User is not able to end the exclusive rule authoring session of another user in Rules Management. The End Session button is disabled within the Rule Sessions tab.

Change = User is able to end the exclusive rule authoring session of another user in Rules Management. The End Session button is enabled within the Rule Sessions tab.

Allows a user to create and maintain event and action pairings.

View = Event Processing screen within System Management can be viewed but not edited by user.

Allows a user to enable and configure Phone Number Classification within System Management.

Change = Users have access to and can configure Phone Number Classification within System Management.

Profile Import:

Allows a user to access and change various profile import settings in System Management > Collection > Profile Import

None = Users do not have access to the Profile Import page in System Management.

View = Users  have access to the Profile Import page in System Management, but are not able to make any changes to the configurations.

Change = Users are able to both access the Profile Import page in System Management and update the configurations.

Allows a user to access and change various promises awaiting approval.

None = Users do not have access to the Promise Approval page in System Management and are not able to respond to promises pending approval.

Allows a user to view and process pending charge offs within System Management.

This permission is only available to institutions using the Lifecycle Management Suite's Recovery module.

None = Users do not have access to the Recovery Approval page in System Management and are not able to respond to charge-offs pending approval.

View = Users have access to the Recovery Approval page in System Management but are not able to accept and/or reject charge-offs.

Change = Users are able to both access the Recovery Approval page in System Management and process pending charge-offs.

Allows a user to access the Rules Management application. The Rules Management application allows users with proper permissions to view and create rules to apply in various contexts throughout the system.

None = Users do not have access to the Rule Management page in System Management > Collections, and do not have the ability to view/open the rules manager in various other areas in the system that utilize the rules integration.

View Masked Fields:

Allows a user to view the value of masked fields in the workspace.

None = User is unable to view the value of masked fields in the workspace. When the user hovers over the  icon for a masked field, a tool-tip is presented to the user to identify that permission to unmask the field is not enabled

View = User is able to view the value of masked fields in the workspace. Clicking the  icon unmasks the value of the field in the workspace.

Check out the View Masked Fields Permission video to see this permission in action!

Allows a user to perform various functions within the person workspace, such as writing comments or working a queue, as well as grants the user permission to use the Search feature within the Ribbon Bar.

None = Users are not able to perform various functions within the workspace, such as posting a comment, or working a queue, and can not access workspaces from the Queues, Views, and/or Dashboards page. When set to None, the user is also unable to use the Search feature; therefore, the  is disabled in the Ribbon Bar.

View = Allows users to view comments and queues in the workspace, but not work queues. When set to View, users are able to access workspaces from the Queues, Views, and/or Dashboards page, and use the Search feature; however, only screens and workflows that the user is assigned permission to are available in the Left Navigation Panel, and no changes can be made to any screens and/or workflows in the workspace.

Change = Allows users to perform various functions in the workspace, such as posting a comment, and working queues. When set to Change, users can access workspaces using the Search feature, as well as from the Queues, Views, and/or Dashboards page, and are able to perform all functions for the selected account or person in the workspace.

In addition to having View or Change permission for the Workspace, a user must also be assigned to the specific queue, view, or dashboard in order to open the workspace for the account or person.

All Custom Searches configured for an institution are available within the Search window for any user who is granted permission to use the Search feature.

For institutions that use both Account Servicing and Origination: There are two separate permissions that control the Search feature for the Account Servicing categories and Origination categories; therefore, it is possible that a permission may be set to View or Change for one, but set to None for the other. When this occurs, the user is only able to use the Search feature for the modules to which he or she is granted permission to access. For example, the Origination Workspace permission under the Application Processing category controls the Search feature for the Origination modules. If the Workspace permission is set to View or Change, but the Origination Workspace permission is set to None, the user is able to click  in the Ribbon Bar to perform a full search using the Account Servicing categories, but the Origination categories are not available to the user, and the user is not able to open applications from the Queues, Views, and/or Dashboards page.

Allows users to create a person account from the Ribbon Bar.

None = Users are not able to access the create accounts drop down option or create accounts from the Ribbon Bar.

Allows a user to view and create cases while working a person workspace.

None = Users are not able to see or create cases using the “briefcase” icon in the workspace toolbar.

Change = Allows users to create cases using the “briefcase” icon in the workspace toolbar.

Create Person:

Allows a user to create a person from the Ribbon Bar.

None = Users are not able to see the "Create Person" menu option.

Change = Allows users to create persons using the Create drop-down in the Ribbon Bar.

Allows a user to view and change Dashboards from the Ribbon Bar. Dashboards are groups of different Web Parts in the system. Web Parts are predefined information boxes that display information about queues, user performance and applications. Views and reports can also be added to dashboards.

None = Users have limited to no access to the Dashboards page in the Ribbon Bar, depending on their assigned dashboards. If no dashboards are assigned to the user or security group, the Dashboards icon is not displayed in the Ribbon Bar. If the user or security group is assigned one or more dashboards, the Dashboards icon appears in the Ribbon Bar, but the Dashboards page opens in view mode.

View = Allows users to view the Dashboards list in the Dashboards page, but not run dashboards.

Allows a user to view and create an unlimited amount of reports from the Ribbon Bar. Reports can be run on-demand by anyone who has permission to run the report or can be scheduled to run at certain times.

None = Users have limited to no access to the Reports page in the Ribbon Bar, depending on their assigned reports. If no reports are assigned to the user or security group, the Reports icon is not displayed in the Ribbon Bar. If the user or security group is assigned one or more reports, the Reports icon appears in the Ribbon Bar, but the Reports page opens in view mode.

View = Allows users to view the Reports list in the Reports page, but not run, see history or design any reports.

Allows a user to view and run non-person workflows within the Ribbon Bar.

None = Users do not have access to the Non-Person workflow option in the Ribbon Bar.

Allows the full TIN to show when searching an account, not just the last four digits.

None = Allows users to only view the last 4 digits of a TIN when using the search function.

Allows a user to view and change Views from the Ribbon Bar. Views are interactive reports that can be run any time by anyone who has permissions to run the view.

None = Users have limited to no access to the Views page in the Ribbon Bar, depending on their assigned views. If no views are assigned to the user or security group, the Views icon is not displayed in the Ribbon Bar. If the user or security group is assigned one or more views, the Views icon appears in the Ribbon Bar, but the Views page opens in view mode.

View = Allows users to view the Views list in the Views page, but not run views.

Create Loan Modification:

Allows a user create a loan modification from the Loan Modification History screen in the workspace. Creating a loan modification allows a user to edit any loan specifications relevant to the loan.

None = Create button is disabled on the Loan Modification History screen.

Allows a user to delete any existing loan modifications.

None = Delete button is disabled on the Loan Modification History screen.

Change = Delete button is enabled on the Loan Modification History screen.

Allows a user to edit any existing loan modifications.

None = Edit button is disabled on the Loan Modification History screen.

Allows a user to process and approve any loan modifications created for a loan.

None = Process button is disabled on the Loan Modification History screen.

Allows a user to view and change settings within the Collection page in System Management. Any changes made within the Collection page apply to all of the Collection module in the Lifecycle Management Suite.

None = Users cannot view or access collection settings in System Management > Modules > Collection.

View = Allows users to view collection settings, but not make any changes to the settings in System Management > Modules > Collection.

Allows a user to manually assign or unassign accounts to a Collection Queue.

None = Users can not view or access the Account Assignments page in System Management.

View = Allows users to view but not make any changes to the Account Assignments page in System Management.

Allows a user to view and change Account Types for collections. These Account Types can be mapped to various accounts within the Lifecycle Management Suite.

None = Users can not view or access the Account Types page in System Management.

View = Allows users to view but not make any changes to the Account Types page in System Management.

Allows a user to view and change administrative settings within the Lifecycle Management Suite. Administrative Settings can be accessed in System Management and include settings such as look and feel, security and institutional information.

None = Users can not view or access the Administrative Settings page in System Management.

View = Allows users to view but not make any changes to the Administrative Settings page in System Management.

Allows a user to view and edit system-wide alerts that appear each time a user logs into the system.

None = Users can not view or access the Alerts page in System Management.

View = Allows users to view but not make any changes to the Alerts page in System Management.

Allows a user to archive data, such as accounts, within the Lifecycle Management Suite. Archiving data cannot be undone. Therefore, users should be cautious with using this functionality.

None = Users can not view or access the Archive Data page in System Management.

Allows a user to access and change Lifecycle Management Suite Areas from System Management. Areas allow users to configure the look and feel and functionality of a workspace.

None = Users can not view or access the Areas page in System Management.

View = Allows users to view but not make any changes to the Areas page in System Management.

Allows a user to view and create automated workflows within the Lifecycle Management Suite.

None = Users can not view or access the Automated Workflow page in System Management > Workflow > Automated Workflow.

View = Allows users to view but not make any changes or execute Automated Workflows within the Automated Workflow page in System Management > Workflow > Automated Workflow.

Allows a user to view and perform Batch Case Processing within the Lifecycle Management Suite.

None = Users can not view, access, or perform the Batch Case Processing function within System Management > Batch Case Processing.

Allows a user to view and perform Batch Letter Printing for a previously created batch.

None = Users can not view, access, or perform the Batch Letter Printing function within System Management > Communication > Batch Letter Printing.

Allows a user to create and execute batch workflows within the Lifecycle Management Suite. Batch Workflow allows administrators to apply a single workflow to multiple accounts at one time based on the Account Identifier, rather than retrieving each account separately and manually applying the workflow multiple times.

None = Users can not view, access, or perform the Batch Workflow function within System Management > Workflow > Batch Workflow.

View = Allows user to view and access the Batch Workflow page but not execute a Batch Workflow in System Management > Workflow > Batch Workflow.

Allows a user to create and maintain branches in the Lifecycle Management Suite.

View = Allows users to view but not make any changes to the Branches page in System Management.

Change = Allows users to view and make changes within the Branches page in System Management.

Categories are no longer used in v14.

None = Users can not view or access the Categories page in System Management.

View = Allows users to view but not make any changes to the Categories page in System Management.

Allows a user to view, edit and change companies and contacts within the Address Book. These companies and contacts can be accessed throughout the Lifecycle Management Suite.

None = Users can not view or access the Companies and Contacts pages in System Management > Address Book.

View = Allows users to view but not make any changes to the Companies and Contacts pages in System Management > Address Book.

Allows a user to view, edit and change Configuration Manager Exports.

Change = Allows users to view and make changes within the Export Configurations page in System Management > Configurations.

Allows a user to view, edit and change Configuration Manager Imports.

Change = Allows users to view and make changes within the Import Configurations page in System Management > Configurations.

Allows a user to access connectors that the institution utilizes within System Management.

None = Users do not have access to the Connectors folder in System Management.

View = Allows users to access the connector pages but not save any changes within the page.

Allows a user to view and change costs centers within the system. Cost Centers provide a way to break expenses down by department to use the information for reporting. When creating an Expense or Other Cost/Fee transaction on a charged off account, a cost center can be selected to associate with the transaction.

None = Users can not view or access the Cost Centers page in System Management.

View = Allows users to view but not make any changes to the Cost Centers page in System Management.

Allows a user to create custom fields that are used to extend the Lifecycle Management Suite database. Custom fields can be used throughout the entire system.

None = Users can not view or access the Custom Fields page in System Management.

View = Allows users to view but not make any changes to the Custom Fields page in System Management.

None = Users can not view or access the Data Purging page in System Management > Data Purging.

View = Allows users to view, but not make any changes to the Data Purging page in System Management > Data Purging.

Allows a user to view and change dialers used when the system performs actions based off the code. When an institution is using a dialer, the dialer returns a code to the system after each call.

None = Users can not view or access the Dialer Return Codes page in System Management > Dialers > Dialer Return codes.

View = Allows users to view but not make any changes to the Dialer Return Codes page in System Management > Dialers > Dialer Return Codes.

Allows a user to view and create email templates to be used while working a case.

None = Users can not view or access the Emails page in System Management > Communication > Emails.

View = Allows users to view but not make any changes to the Emails page in System Management > Communication > Emails.

Allows a user to view and change export settings within System Management. 

None = Users cannot view or access the Exports page in System Management.

View = Allows users to view but not make any changes to the Exports page in System Management.

Allows a user to view and change field configurations within the Lifecycle Management Suite . Changes made in field configurations apply throughout the entire system.

None = Users cannot view or access the Field Configurations page in System Management..

View = Allows users to view but not make any changes to the Field Configurations page in System Management.

Field List Configurations:

Allows a user to map values from the BANKRUPTCY_PARTY_TYPE and PARTY_TYPE lookups to up to 10 flattened Bankruptcy Party or Legal Party fields, in order to populate the data in letters, views, and/or reports.

None = Users cannot view or access the Field List Configurations page in System Management..

View = Allows users to view the Field List Configurations page in System Management, but not make any changes.

Allows a user to access the Genesys application, if available for the institution. Genesys provides dialer services.

None = Users can not access the Genesys page.

Allows a user to view and change GL Accounts when using the Recovery Module. GL Accounts are used when defining the posting rules on a transaction code to determine how a new transaction is allocated on a recovery account. 

None = Users can not view or access the GL Accounts page in System Management.

View = Allows users to view but not make any changes to the GL Accounts page in System Management.

Allows a user to view and change Hyperlinks in System Management. Hyperlinks can be used when working a case.

None = Users can not view or access the Hyperlinks page in System Management.

View = Allows users to view but not make any changes to the Hyperlinks page in System Management.

Allows a user to view and change Interest Rates in System Management. Interest Rates are used to determine variable rates on charged off accounts. Charged-off accounts are available in the system, but this feature only ties to those accounts if the Recovery module is active.

None = Users can not view or access the Interest Rates page in System Management.

View = Allows users to view but not make any changes to the Interest Rates page in System Management.

Allows a user to activate the letter barcode process and define the location where scanned files are to be placed for the institution.

None = Users can not view or access the Letter Barcode Activation page in System Management > Communication > Letter Barcode Activation.

View = Allows users to view, but not make any changes to the Letter Barcode Activation page in System.

Letter Barcode Scanning Exceptions:

Allows a user to view exception documents, as well as manually attach the documents to the applicable account or cases.

None = Users can not view or access the Letter Barcode Scanning Exceptions page in System Management > Communication > Letter Barcode Scanning Exceptions.

View = Allows users to view, but not make any changes to the Letter Barcode Scanning Exceptions page in System.

Allows a user to create letters and other forms to be used when working a case within the system.

None = Users can not view or access the Letters and Forms page in System Management > Communication > Letters and Forms.

View = Allows users to view but not make any changes to the Letters and Forms page in System Management > Communication > Letters and Forms.

Allows a user to merge two accounts together. This action cannot be undone, therefore, caution should be taken when using the merge function.

None = Users can not view or access the Merge Accounts page in System Management.

Change = Users can view and access the Merge Accounts page, as well as perform the Merge function.            

Allows a user to manage the values that appear within the Payment Method drop-down in the Promise to Pay Workflow Step. 

None = Users can not view or access the Payment Types page in System Management > Payment Types.

View = Allows users to view but not make any changes to the Payment Types page in System Management > Payment Types.

Allows a user to view and change performance groups in System Management. The Performance Groups page allows administrators to group users together who have similar capabilities. Data regarding their calls, contacts and promises are calculated and tracked on an individual user basis and as a whole Performance Group.

None = Users can not view or access the Performance Groups page in System Management > Groups > Performance Groups.

View = Allows users to view but not make any changes to the Performance Groups page in System Management > Groups > Performance Groups.

Allows a user to view and change Role Types in System Management. 

None = Users can not view or access the Role Types page in System Management.

View = Allows users to view but not make any changes to the Role Types page in System Management.

Allows a user to view and change screens in System Management. There are three categories of screens within the Lifecycle Management Suite: System-Defined, Custom and User-Defined. System-Defined screens are pre-built by Temenos to provide out-of-the-box functionality and do not require (or allow) any configuration. Custom screens are coded by the customer or by Temenos on behalf of the customer and installed on the customer’s site. A User-Defined screen is created by the customer within Screens.

None = Users can not view or access the Screens page in System Management.

View = Allows users to view but not make any changes to the Screens page in System Management.

Allows a user to view and change Security Groups in System Management. Security Groups are designed so that managers can set Temenos Lifecycle Management Suite access for a group rather than every individual user.

None = Users can not view or access the Security Groups page in System Management > Groups > Security Groups.

View = Allows users to view but not make any changes to the Security Groups page in System Management > Groups > Security Groups.

Allows a user to view and create various share types in System Management.

None = Users can not view or access the Share Types page in System Management.

View = Allows users to view but not make any changes to the Share Types page in System Management.

Allows a user to merge and export Third Party Duplicates in System Management. The Third Party Duplicates page displays any accounts imported from a third party that match multiple accounts with the same Third Party ID. 

None = Users can not view or access the Third Party Duplicates page in System Management

View = Allows users to view but not make any changes to the Third Party Duplicates page in System Management.

Allows a user to review and resolve third party exceptions so that all third party accounts can be imported into the system. Typical third party accounts include PSCU, FICS, Certegy,and more.

None = Users can not view or access the Third Party Exceptions page in System Management.

Allows a user to track account-level changes submitted by third party companies.

None = Users can not view or access the Third Party Field Audit page in System Management.

View = Allows users to view but not make any changes to the Third Party Field Audit page in System Management.

Allows a user to view and edit third party transfer requests.

View = Allows users to view but not make any changes to the Third Party Transfer Request page in System Management.

Allows a user to track payments, adjustments, and expenses on charged off accounts. Multiple transaction codes can be configured to apply funds differently to an account.

None = Users can not view or access the Transaction Codes page in System Management.

View = Allows users to view but not make any changes to the Transaction Codes page in System Management.

Allows a user to view and change existing users within the system, as well as create new users.

None = Users can not view or access the Users page in System Management.

View = Allows users to view but not make any changes to the Users page in System Management.

Allows a user to define the expected duration when working an account, due dates, holidays and more.

None = Users can not view or access the Workday Schedules page in System Management.

View = Allows users to view but not make any changes to the Workday Schedules page in System Management.

Allows a user to view and change workflows in System Management.  Workflows are used to document what occurs within an account or case and can be configured to be as basic or as complex as the creator desires.

None = Users can not view or access any features in the Workflow folder in System Management.

View = Allows users to view but not make any changes to any of the features in the Workflow folder in System Management.