Overview

This section details the necessary role configurations within MAXMONEY to grant users access to various VeriCred functionalities. Proper role assignment ensures that users can perform VeriCred enquiries, generate reports, and configure system settings.

Procedure

To set up roles for VeriCred access, follow this navigation path:

Navigation: Setup > Security > Roles

1. Select and Edit the relevant user roles (e.g., "Loan Officer," "Credit Analyst," "Administrator").

2. Assign the following permissions to the selected roles as required:

   Category	Permission Name	Description
   Loan	Use VeriCred	Allows linking a VeriCred enquiry to a loan application.
   Report	VeriCred Client Enquiry Report	Enables viewing reports for client enquiries.
   	VeriCred Non Client Enquiry Report	Enables viewing reports for non-client enquiries.
   Setup	VeriCred Setup	Allows configuration of VeriCred integration settings.
   VeriCred	VeriCred Client Contact Information Enquiry	Performs contact information checks for clients.
   	VeriCred Client Debt Review Enquiry	Performs debt review status checks for clients.
   	VeriCred Client Enquiry	Initiates a general credit enquiry for clients.
   	VeriCred Client Income Estimation Enquiry	Performs an income estimation check for clients.
   	VeriCred Client Optimal Debit Dates Enquiry	Determines optimal debit dates for clients.
   	VeriCred Client Personal Verification Enquiry	Performs personal identity verification for clients.
   	VeriCred Client Property Owner Enquiry	Checks if a client is a property owner.
   	VeriCred Non Client Enquiry	Initiates an enquiry for individuals not yet registered as clients.