CA RiskMinder Administration Guide › Getting Started › Configuring Administration Console Settings › Configuring the Account Type

Configuring the Account Type

All RiskMinder users are identified in the system by a unique user name. RiskMinder supports the concept of an account or account ID, which is an alternate ID to identify the user in addition to the user name. A user can have none or one or more accounts or account IDs.

For example, consider a banking institution that uses the ID from the Customer Information File (CIF), to identify the customer Robert Laurie. In addition, Robert uses his account number to transact with the bank for his fixed deposits and a different account ID for online banking. So, Robert has the following account IDs:

• User name: BNG02132457678
• Account ID for fixed deposits: 000203876544
• Account ID for online banking: rlaurie

An account type is an attribute that qualifies the account ID and provides additional context about the usage of the account ID. An account ID uniquely identifies a user for the given account type.

For example, you can create an account type called FIXED_DEPOSITS for the 000203876544 account ID, and another account type called ONLINE_BANKING for the account ID rlaurie.

Now, Robert can log in to the system and can be identified by using any of the following:

• BNG02132457678
• FIXED_DEPOSITS/000203876544
• ONLINE_BANKING/rlaurie

You must first create an account type in Administration Console before you can create account IDs. You can configure the account type to be available to specific organizations only or to all organizations, including those that will be created in the future. At the organization level, each organization can choose to support a set of account types.

Note: No two users in a given organization can have the same account ID for an account type. At any given point of time, the following combinations are unique:
– Organization name, account type, and account ID
– Organization name, user name

Creating a New Account Type

To create a new account type:

1. Ensure that you are logged in as the MA.
2. Activate the Services and Server Configurations tab.
3. Click the Administration Console option on the submenu of the tab.
4. Under the UDS Configuration section on the side-bar menu, click the Configure Account Type link to display the page.
5. (If this is the first account type you are adding) In the Add New Account Type section:
   1. Enter the Name of the account type.
   2. Enter a Display Name for the account type.
   3. If required, expand the Custom Attributes section by clicking the + sign and specify the Name and Value of any custom attributes that you want to add for this account type.
6. In the Assign to Organizations section:
   • Select Apply to all Organizations if you want to use this account type for all existing organizations and any organizations that might be created in future.

     Note: Such accounts appear under Global Accounts on the Configure Account Type page at the organization level.

     or

   • Select the organization to which you want to assign the account type from the Available list and move it to the Selected list.

     Note: The accounts assigned to specific organizations appear under Organization-Specific Accounts on the Configure Account Type page at the organization level.

     Click the > or < buttons to move selected organizations to the desired list. You can also click the >> or << buttons to move all organizations to the desired lists.

7. Click Create to create the account type.
8. Refresh all deployed RiskMinder Server instances.

   See "Refreshing the Cache" for instructions on how to do this.

Updating an Account Type

To update an existing account type:

1. Select the account type from the Select Account Type drop-down list.
2. Modify the required fields, and click Update.

   Note: Once you have created an account type, you cannot change the Name of the account type.

3. Refresh all deployed RiskMinder Server instances.

   See "Refreshing the Cache" for instructions on how to do this.

Deleting an Account Type

To delete an existing account type:

1. Select the account type from the Select Account Type drop-down list.
2. Click Delete.

   Important! You cannot delete an account type if you have created user accounts for that type.

3. Refresh all deployed RiskMinder Server instances.

   See "Refreshing the Cache" for instructions on how to do this.