Managing Roles

Each entity listed in the Entities pane has an associated Role Assignment. When selected, you can view the roles that have already been assigned to an entity, and in some cases, you may be able to assign or remove roles.

Based on the current transaction, certain roles must be assigned to participating entities to complete the transaction, while other roles are optional. For example, if the transaction includes opening a savings account, then it is required for at least one entity to be assigned the role of Account Owner. If the transaction includes applying for a loan, then it is required for at least one entity to be assigned the role of Borrower.

Required transaction roles are listed at the top of the Entities tab, followed by optional roles. Keep in mind that these concepts of required and optional apply to the transaction, not the entity. In a loan application, at least one entity must be assigned the role of Borrower; it is not necessary that any specific entity have that role.

Roles that have been assigned to the entity you are viewing have a darker fill color. Unassigned roles that are available for the entity have no fill color.

	Assigned Role
	Unassigned Role

 

Simplicity Runtime includes definitions for all roles to help you ensure that role assignments are appropriate for the transaction. You can view those definitions by clicking on the role’s Help icon .