2023-03-02 FGAC SFASRPO

Created by Denise Kidd
Last updated: Mar 17, 2023
1 min read

  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. 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. 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. Set up rules for the groups created in step 5 in GOAFGAC.