Create operators and access groups
The base application provides several standard access groups that can facilitate
access to the application. If you import the sample data package that comes with Pega Client Lifecycle Management and KYC distribution, some operators are already present in your
system. CLMFSSysAdmin/CLMFSSysAdmin CLMFSCIBSysAdmin/CLMFSCIBSysAdmin CLMFSRetSysAdmin/CLMFSRetSysAdmin CLMFSUnifiedSysAdmin/CLMFSUnifiedSysAdmin CLMFS_API/CLMFS_API To access the new application that you generate with the wizard, you must create
operators. For that purpose, the system generates a group of access groups, all prefixed
with the name given to the new application, for example,
<app>:CLMFSSysAdmin. Operators might not have access to all the workgroups
and workbaskets required for a fully functional deployment. This access must
be granted later, once the operating structure of your organization is
configured.Sample operators
Access group/Operator Type Description Administrator Administrator user for the base Pega Client Lifecycle Management and KYC
application. Required to access Dev Studio and Admin Studio. Administrator Administrator user for the base Pega Client Lifecycle Management and KYC –
Commercial Banking application. Required to access Dev Studio and Admin
Studio. Administrator Administrator user for the base Pega Client Lifecycle Management and KYC –
Retail application. Required to access Dev Studio and Admin
Studio. Administrator Administrator user for the base Pega Client Lifecycle Management and KYC –
Unified application. Required to access Dev Studio and Admin
Studio. System Required for the use of the Client Outreach API. The operator that
passes with each call to the REST API needs to be part of this access
group. See the Client Outreach section in
Pega Client Lifecycle Management and KYC Implementation
Guide. CLMFS_WSS/CLMFS_WSS System Required for the use of the Client Outreach WSS demo assets. You must
configure the Pega Mashup component embedded in the web self-service
application to authenticate users in this access group. CLMFSRet_WSS_User/[email protected] System Required for the use of the Retail WSS demo assets. You must
configure the Pega Mashup component embedded in the web self-service
application to authenticate users in this access group. Application operators
Application access groups
Access group Type Description <app>:CLMFSSysAdmin Administrator Main administrator of the application. Provides access to
Dev Studio and Admin Studio. <app>:CLMFS_RM_User End User Access group for Relationship Manager Users with access
to the Worker portal. <app>:CLMFS_RM_Manager End User Access group for Relationship Manager Users with access
to the Manager portal. <app>:CLMFS_SS_User End User Access group for Sales Support Users with access to the
Worker portal. <app>:CLMFS_SS_Manager End User Access group for Sales Support Users with access to the
Manager portal. <app>:CLMFS_BO_User End User Access group for Back Office Users with access to the
Worker portal. <app>:CLMFS_BO_Manager End User Access group for Back Office Users with access to the
Manager portal. <app>:CLMFS_API System Access group to access the application through API (for
example, Client Outreach API or Pega API)
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