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Object rights

Object right

Description

Process activity

You need this object right to be able to carry out the "Process" sub-activity.

Presupposed right:Read, create, edit and delete activity
Area:Activities
Zone:Object zone
Module:Infront Advisory Solution consulting process

Record activity

You need this object right to be able to carry out the "Enter" sub-activity.

Presupposed right:Read, create, edit and delete activity
Area:Activities
Zone:Object zone
Module:Infront Advisory Solution consulting process

Read, create, edit and delete activity

You need this object right to be able to read, create, edit and delete activities.

Presupposed right:-
Area:Activities
Zone:Object zone
Module:Infront Advisory Solution consulting process

Carry out activity controlling

You need this object right in order to be able to carry out the "Controlling" sub-activity for a completed (recorded and possibly processed) activity.

Presupposed right:Read, create, edit and delete activity
Area:Activities
Zone:Object zone
Module:Infront Advisory Solution consulting process

Force activity deletion

You need this object right to be able to delete a completed activity.

Presupposed right:Read, create, edit and delete activity
Area:Activities
Zone:Object zone
Module:Infront Advisory Solution consulting process

Edit alert definitions

You need this object right to edit or delete the alert definitions.

Presupposed right:-
Area:Alerting
Zone:Template zone
Module:-

Read alerts

You need this object right to the corresponding template zone in order to see alerts from the zone.

Presupposed right:-
Area:Alerting
Zone:Template zone
Module:-

Delete alerts

you need this object right to delete the alerts of a specific alert definition.

Presupposed right:-
Area:Alerting
Zone:Template zone
Module:-

With this right, you can also delete alerts that you may not be able to see at all due to a lack of other rights.

Delete library

You need this object right to delete an MM-Talk library.

Presupposed right:Changing the composition of the zone
Area:Library
Zone:Template zone
Module:-

Change library

You need this object right to edit an MM-Talk library.

Presupposed right:-
Area:Library
Zone:Template zone
Module:-

Create, change and delete compliance comments on transactions

You need this object right to create, change or delete a Money Laundering Act compliance comment on a transaction. The selection of a Money Laundering Act compliance status is also linked to this object right.

Presupposed right:-
Area:Depot objects
Zone:Object zone
Module:-

Delete depot object

You need this object right to delete owners and groups.

Presupposed right:Changing the composition of the zone
Area:Depot objects
Zone:Object zone
Module:-

Upload documents to Postbox

You need this object right to upload documents to a person's mailbox via the document archive (with licensed "Postbox" module).

Presupposed right:-
Area:Documents
Zone:Object zone
Module:-

Read documents

You need this object right to view documents stored in the document filing system.

Presupposed right:-
Area:Documents
Zone:Object zone
Module:-

Write documents

You need this object right to save reports as documents via the document filing system.

Presupposed right:-
Area:Documents
Zone:Object zone
Module:-

Delete interested party

You need this property right to delete an interested party.

Presupposed right:Changing the composition of the zone
Area:Interested parties
Zone:Object zone
Module:Peoplemanagement*

Control jobs

You need this object right to control jobs (start job, cancel job, configure time control...). This also includes jobs of other users that can be controlled but not configured.

Presupposed right:-
Area:Jobs
Zone:Template zone
Module:-

Create, change and delete comments on transactions

This object right makes it possible to create, change or delete a Money Laundering Act comment on a transaction.

Presupposed right:-
Area:Depot objects
Zone:Object zone
Module:-

The Money Laundering Act commentary on transactions is also part of the object right "Change or cancel transactions of a custody account object". Users who have this right therefore do not need the object right described here.

Create notes/appointments

You need this object right to create the notes and appointments of an owner.

Presupposed right:-
Area:Depot objects
Zone:Object zone
Module:-

Change notes/appointments

You need this object right to subsequently change the notes and appointments of an owner.

Presupposed right:-
Area:Depot objects
Zone:Object zone
Module:-

Transferring properties to private ownership

You need this object right to the source zone in order to remove an object from a zone and transfer it to your own private ownership.

Presupposed right:Changing the composition of the zone
Area:Zone
Zone:-
Module:-

Place, change and cancel orders

You need this object right to place, change or delete orders via PSI Order Entry.
In order to be able to use a licensed PSI Order Entry at all, it must be set up in the Infront Portfolio Manager. The special system right "Set up interfaces for PSI Order Entry" is available for this purpose.
This object right existed before program version 5.50 of the Infront Portfolio Manager under the name "Use PSI Order Entry" and has been renamed.
If you want to comment on restriction checks for orders in the order book, you also need this object right.

Presupposed right:-
Area:Portfolio Sync Interface
Zone:Object zone
Module:-

Place orders from activities

You need this object right to place orders from the entry of an activity.
In order to be able to use a licensed PSI Order Entry at all, it must be set up in the Infront Portfolio Manager. The special system right "Set up interfaces for PSI Order Entry" is available for this purpose.
This object right existed before program version 5.50 of the Infront Portfolio Manager under the name "Use PSI Order Entry in activities" and has been renamed.

Presupposed right:-
Area:Portfolio Sync Interface
Zone:Object zone
Module:-

Edit orders

You need this special object right to manually process selected orders in the integrated order book. This right applies to editing orders in the "Edit order book entries" dialog box, which you open via the "Edit selected order(s)" icon.
This object right existed before program version 5.50 of the Infront Portfolio Manager under the name "Edit order book entries" and has been renamed.

Presupposed right:-
Area:Depot objects (order book)
Zone:Object zone
Module:-

Release orders

You need this object right to release orders in the integrated order book. Depending on the number of order release levels defined in the user administration settings, up to 9 object rights are made available here for the configuration of the release process:
Release orders (level 1), Release orders (level 2), ..., Release orders (level 9).
This object right existed before program version 5.50 of the Infront Portfolio Manager under the name "Release order book entries" and has been renamed.

Presupposed right:-
Area:Depot objects (order book)
Zone:Object zone
Module:-

Delete orders

You need this object right to delete orders in the integrated order book.
This object right existed before program version 5.50 of the Infront Portfolio Manager under the name "Delete order book entries" and has been renamed.

Presupposed right:-
Area:Depot objects (order book)
Zone:Object zone
Module:-

Delete folder

You need this object right to delete a folder in Explorer.

Presupposed right:Changing the composition of the zone
Area:Folder
Zone:Object zone
Module:-

Change folder

You need this object right to change the name of a folder and its content.

Presupposed right:-
Area:Folder
Zone:Object zone
Module:-

Delete person

You need this object right to delete a person.

Presupposed right:Changing the composition of the zone
Area:People
Zone:Object zone
Module:Peoplemanagement*

Comment on restrictions

You need this object right to comment on restriction violations and mark them with the "Edited" flag.

Presupposed right:-
Area:Depot objects
Zone:Object zone
Module:-

Place/export collective orders

You need this object right to enter and export collective orders.

Presupposed right:-
Area:

Depot objects (order book)

Zone:Object zone
Module:-

Edit a person's master data

You need this object right to edit a person's master data.

Presupposed right:-
Area:People
Zone:Object zone
Module:Peoplemanagement*

Edit master data of a securities account object

You need this object right to edit the master data of owners and groups. This also includes changing the content of groups (holders and custody accounts) and the content of holders (accounts, portfolios and custody accounts).

Presupposed right:-
Area:Depot objects
Zone:Object zone
Module:-

Edit master data of an interested party

You need this object right to edit the master data of an interested party.

Presupposed right:-
Area:Interested parties
Zone:Object zone
Module:Peoplemanagement*

Create transactions of a securities account object

You need this object right to enter transactions for a holder. Once transactions have been entered, they can no longer be changed with this right. To do this, you need the object right "Change or cancel transactions of a securities account object".

Presupposed right:-
Area:Depot objects
Zone:Object zone
Module:-

Change or cancel transactions of a custody account object

You need this object right to change or cancel transactions that have already been entered for a holder.

Presupposed right:-
Area:

Depot objects

Zone:Object zone
Module:-

Delete template

You need this object right to delete a template.

Presupposed right:Changing the composition of the zone
Area:Template
Zone:Template zone
Module:-

Change template

You need this object right to change a template. This includes both graphical and content-related changes.

Presupposed right:-
Area:Template
Zone:Template zone
Module:-

Changing the composition of the zone

You need this object right to remove objects, templates and libraries from a zone or to store them in a zone.

Description:
Presupposed right:-
Area:Zone*
Zone:-
Module:-

* Users who have licensed the more comprehensive "Infront Advisory Solution Consulting Process" module do not need the "People Management" module.

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