Set the level 1 security for your organization. Each time an operator changes the work pool class in focus, (representing a switch between entities in a multi-bank scenario), the list of assigned values for this operator is re-evaluated —see the clipboard properties pxRequestor.OperatorSecurity.AssignBranches and AssignLOB. Because the Primary Search List remains on a session-permanent page, it can be used by associated applications such as PegaRESEARCH Manager.

Smart Investigate for Payments comes with one sample value for Level 1, named MyBank. To set up Level 1 security:

1. Navigate toData-Operator-Security-Level1. The MyBank instance appears.
2. Click Create. Entera key to identify your level 1 instance. Click Createand Open. The Operator Security form for level 1 appears.

   

3. Complete the fields as described in the following table.

   Field	Description
   Description	Short description, displayed in reports. The default is the instance name.
   Level 2Validation	The name of a property in a work object that is referenced in the SISecurityCheck2 WHEN block.
   Level 3Validation	The name of a property in a work object that is referenced in the SISecurityCheck3 WHEN block.
   Primary Search List	A property in the Operator Security profile that contains the list of values referenced when evaluating security by associated applications such as PegaRESEARCH Manager. This property can point to either the assigned Level 2 values (property .AssignedL2) orthe assigned Level 3 values (property .AssignedL3).
   Line of Business List	A property in the Operator Security profile that lists all Lines of Business for this Level 1 instance.

4. ClickSave. Repeat the process for each level 1 value you want to add.