To enhance the organizational structure of a corporate entity, an extra role selection option is incorporated when adding or modifying user roles. This new role will be designated as the 'Financier.'
This role will empower the user to carry out any action typically performed by a bank. For example, they will have the authority to handle deals in an approved state, either by releasing them or rejecting them with a specified reason, all on behalf of their respective bank.
The preliminary condition for corporate who has Financier capability and can use them:
If the bank is not yet onboarded in RIVO, the user possessing the 'Financier' capabilities will have the authority to act on behalf of their bank and perform actions as if they were the bank, including actions related to existing deals. However, if the bank is already onboarded in RIVO, the user with the 'Financier' role will no longer have the ability to act as the bank for deals in which the bank is involved.
Furthermore, if the user with 'Financier' permissions initiates actions on behalf of the bank for a particular deal (such as releasing the deal as the bank), and subsequently the bank signs into RIVO, the corporate user with the 'Financier' permissions will lose the ability to execute any further bank-related actions for that specific deal. This includes actions like closing the deal or making claims.
To assign the 'Financier' role to a user, follow the steps below:
As an administrator of the organization, log in to the system and navigate to the administrator icon. From there, select the organization structure option. Choose the specific unit where you want to add a user. Proceed to add a new user by providing the necessary details. During the user creation process, select the role as "Financier" for the user.
As part of the organization structure page of a corporate, when adding/ editing details of a user, in the 'Role' selection, we will allow adding 1 (min) 2 (max) roles
i.e. - possible combinations:
Processor + Bank Clerk / Approver + Financier/ Organization admin + Financier /Only Approver (as today) / Only Processor (as today) /Only Organization (as today) admin. Note that the user can't select to be only a Financier, he must select one more role of a corporate, otherwise, the system should not allow him to submit the form.