System rights

Perform adjustment

You need this system authorization to carry out the comparison in PSI Transaction Data.

Presupposed right:	Start PSI Transaction Data
Area:
Module:	-

Edit activity definitions

You need this system right to be able to carry out activity definitions.

Create alert definitions

You need this system right to create alert definitions.

Use Analysis & Risk Reports

You need this system right to use the Analysis & Risk Report online.

View change log

You need this system right to open the change log.

View change log (all data)

You need this system right to view the complete change log (of all users and zones).

Configure change log

You need this system right to set up your change tracking.

Use bond scenario analysis

You need this system right to use the bond scenario analysis.

Create, change and delete asset allocation models

You need this system right to create, change and delete asset allocation models.

Edit asset definitions

You need this system right to create, edit and delete asset definitions and basic asset classes.

Manage bank details

You need this system right to create and edit bank objects.

Use batch export

You need this system right to use the batch export.

Manage user passwords

Manage users

You need this system right to create, edit and delete users.

Set up user-defined fields

You need this system right to create, change and delete user-defined fields. This only relates to the structural information of the user-defined fields. The actual content change is linked to the corresponding object rights. Example: Changing the content of a user-defined field of a holder requires the object right "Edit master data of a custody account object".

Configure consulting process checks

You need this system right to configure the advisory process checks.

View/assign supervisor

Manage supervisors

You need this system right to create and edit supervisor objects.

Using Crystal Report Designer

You need this system right to use the Report Designer for reports.

Use Crystal Export

You need this system right to export reports.

Configure data retrieval, retrieve and read in data

You need this system right to set up data retrieval, retrieve and read in data. Data retrieval can also be set up in the time control.

Data migration

You need this system right to carry out the data migration. Examples include the portfolio migration assistant or the nominal value adjustment of options. This right to migrate data is not included in the full access system role. The (user management) administrator must therefore explicitly create or extend a role in order to activate this right. The special data migration actions (such as the portfolio migration assistant) should only be carried out by persons explicitly designated for this purpose.

Create deposit object

You need this system right to create holders, accounts, custody accounts, groups and portfolios.

Manage domains

You need this system right to create and delete domains in the user administration.

Print

Change settings

Edit settings profile

You need this system right to create and manage the globally available settings profiles.

Use advanced technical analysis

You need this system right in order to use the extended technical analysis options. These include, for example, trend analysis, signal and trading systems or formula filters.

Edit error data records

You need this system right to edit the stored error data records.

Presupposed right:	Start PSI Transaction Data
Area:
Module:	-

Using fund prospectuses

You need this system right to be able to call up fund prospectuses for funds.

Use fundamental data

You need this system right to be able to call up the fundamental data for shares.

Perform import

You need this system right to import data in PSI Transaction Data.

Presupposed right:	Start PSI Transaction Data
Area:
Module:	-

Use integrated browser

Create interested party

You need this system right to be able to create interested parties.

Use intraday data

Create, change and delete investment agents

You need this system right to design investment agents, i.e. to create new investment agents or modules, delete them or change allocation formulas. Only the "Configure investment agents" system right is required to adjust module compositions, position weights, allocation formula parameters and other allocation settings.

Configure investment agents

You need this system right to configure the investment processes in portfolio rebalancing, e.g. to set allocation parameters. To change the allocation formula yourself, you also need the system right "Create, change and delete investment agents".

Configure jobs

You need this system right to set up jobs for the job server.

Recording corporate actions

You need this system authorization to create, change and delete corporate actions in securities account management.

Use price data export

You need this system right to export course data.

Record storage locations

You need this system right to create and edit storage locations.

Use messages

You need this system right in order to have access to the latest company news in conjunction with the "News (online)" module.

Use object export

Edit order session

You need this system right to create, edit or delete order sessions in the order book and portfolio rebalancing.

Create person

You need this system right to create persons.

Configure plausibility checks

You need this system right to define the integrated plausibility checks individually.

Configure Portfolio Manager Server

You need this system right to configurethe Portfolio Manager Server.

Manage portfolio profiles

You need this system right to configure portfolio profiles and assign profile keys.

Manage commission schemes

You need this system right to manage commission schemes.

Configure PSI Order Entry

Configure PSI Transaction Data

You need this system right to adjust PSI Transaction Data settings.

Presupposed right:	Start PSI Transaction Data
Area:
Module:	-

Start PSI Transaction Data

You need this system right to use PSI Transaction Data.

Presupposed right:	-
Area:
Module:	-

Use ratings: Fitch

You need this system right to use the Fitch rating for bonds.

Use ratings: Moody's

You need this system right to use the Moody's rating for bonds.

Use ratings: S&P bond ratings

You need this system right to use Standard&Poor's rating for bonds.

Manage yield curves

You need this system right to edit yield curve configurations.

Using the Report Folder Designer

You need this system right to use the Designer for report folders.

Create, change and delete restrictions

You need this system right to create, change and delete restrictions and restriction schemes.

Manage risk service

You need this system right to set up the risk service.

Use risk service

You need this system right to use the risk service.

Manage roles or system roles

You need this system right to create, edit and delete object roles and system roles.

Use collective transactions

You need this system authorization to use the "Collective entry" function in Depot Management.

Perform scheduled reporting

You need this system right in order to use Scheduled Reporting.

Configure Scheduled Reporting

You need this system right to set up Scheduled Reporting.

Set up interfaces for PSI Order Entry

Configure secure interest rates

You need this system right to edit the "Safe interest index" for a currency.

Manage locks

You need this system authorization to create, change and delete locks in the securities account management.

Edit translation memories

You need this system right to edit translation memories.

Edit loss threshold notification data

You need this system right to edit loss threshold notification data.

Invest in securities

You need this system right to create new securities yourself.

Delete security

You need this system right to delete securities from the database.

Edit security factors

You need this system authorization to process the factors of securities (corporate actions) manually.

Edit security prices

You need this system right to edit the prices of securities manually.

Edit securities master data

You need this system right to edit the master data of securities.

Search for securities online

You need this system right to search for and import securities that are not currently in your database but are part of the subscribed data via the online search.

Configure security names/valuation places

Edit workspace profiles

You need this system right to create and manage the workspace profiles.

Configure workspaces

You need this system right to customize the arrangement of the templates in your workspaces.

Manage zones

You need this system right to create, edit and delete both object zones and template zones.

Use clipboard