Relationship Manager User Role

The Relationship Manager role is designed for the power user of the application at the financial institution.

Users assigned to this role have view and edit access rights to most of the setup and assumption areas. These areas cover specific modules as well as the platform itself. The Relationship Manager role does not include access to the Current Expected Credit Losses (CECL) module or CECL and standard reports.

This role is often granted to Financial Performance Suite (FPS) users who are responsible for creating and maintaining customer relationships. This role may apply to relationship managers, regional relationship managers, senior loan officers, and senior credit officers.

The access rights associated with this role include, but are not limited to the following:

• Viewing and editing key assumptions
• Assigning ranks and objectives for organizations and officers
• Managing relationships
• Pricing and managing loans