Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. ✅ Created new domains in GTVFDMN.

    1. SB_ADVISOR_OR_CODES_VBS - Advisor Reg Override Code Restrictions

    2. SB_ADVISOR_OVERRIDE_VBS - Advisor Reg Override VBS Security

  2. ✅ Defined domain driver rules in GORFDMN (What tables drive this?)

    1. SB_ADVISOR_OR_CODES_VBS - STVROVR

    2. SB_ADVISOR_OVERRIDE_VBS - SFRSRPO

  3. ✅ Set up Table rules in GORFDPL

    1. SB_ADVISOR_OR_CODES_VBS - STVROVR

    2. SB_ADVISOR_OVERRIDE_VBS - SFRSRPO

  4. ⏭️ DBA to run script - contacted Chad about this.

  5. (error) Prepare FGAC groups for rules in GTVFGAC

    1. SLCC_SB_ADVISOR_OR_CODES - Override codes for Advisor restriction

    2. SLCC_SB_ADVISOR_OVERRIDE - Advisors with access only to certain override codes

  6. (error) Create new FGAC Business Profile codes

    1. SB_ADVISOR_OR_CODES - Codes allowable for Advisors to use for overrides

    2. SB_ADVISOR_OVERRIDE - Allow Advisors certain override codes

  7. (error) Set up rules for the groups created in step 5 in GOAFGAC.

View file
nameFGAC for Advisor Overrides (2).docx