Access Control

The access control features allow only authorized users to edit the business rules. Other users may be authorized to approve or deploy rules.

Access control also provides a review workflow feature, which enforces the approval of a rule by someone other than the user who added or changed it. Changes to rulesets, including the addition, deletion, or reordering of rules, must also be approved. The version history provides a historical view of these changes to project items.

You can log in to Falcon Expert, and check out and edit items only if you are assigned the required roles and permissions. Roles include sets of permissions that are assigned to individual users or user groups based on the tasks they need to perform. When a user logs in to the application, the assigned roles control the functions the user can perform.

The roles and permissions for Falcon Expert users are set up by the system administrator in Case Manager. The table that follows describes the capabilities of the default roles established in the Case Manager.

Default Expert Roles and Core Capabilities
Role Name	Core Capabilities
Expert Rule Administrator	Check any Falcon Expert artifact out and in and cancel check out of artifacts by other users Add, edit, and delete any Falcon Expert artifact Approve any Falcon Expert artifact created or edited by other users Promote and demote decision and UDV rules Activate and deactivate decision and UDV rules Deploy any Falcon Expert artifact to the server Configure tenants
Expert Decision Rule Administrator	Check decision rulesets, decision rules, and decision-tracking artifacts in and out Edit decision rulesets Add, edit, and delete decision rules and decision-tracking artifacts Approve any Falcon Expert artifact created or edited by other users Promote and demote decision rules Activate and deactivate decision rules
Expert Decision Rule Author	Check decision rulesets and rules in and out Edit decision rulesets Add, edit, and delete decision rules Activate and deactivate decision rules
Expert Rule Deployer	Approve any Falcon Expert artifact created or edited by other users Deploy any Falcon Expert artifact to the server
Expert UDV Rule Administrator	Check UDV rulesets, UDV rules, decision-tracking artifacts, and UDV/UDP management artifacts in and out Edit UDV rulesets, UDV rules, decision-tracking artifacts, and UDV/UDP management artifacts Add and delete UDV rules, decision-tracking artifacts, and UDV/UDP management artifacts Approve any Falcon Expert artifact created or edited by other users Activate and deactivate UDV rules Promote and demote UDV rules
Expert UDV Rule Author	Check UDV rulesets, UDV rules, and UDV/UDP management artifacts in and out Edit UDV rulesets, UDV rules, and UDV/UDP management artifacts Add and delete UDV rules and UDV/UDP management artifacts Activate and deactivate UDV rules
Expert Rule Approver	Approve any Falcon Expert artifact created or edited by other users
Expert Rule Manager	Check decision and UDV rulesets and rules in and out Edit decision and UDV rulesets Approve any Falcon Expert artifact created or edited by other users or oneself Activate and deactivate decision and UDV rules Promote and demote decision and UDV rules Deploy any Falcon Expert artifact to the server Note: This role allows users to approve their own rules.

See Also: For more information on setting up and managing roles and permissions, contact your system administrator or see the FICO^® Falcon^® Fraud Manager Case Manager User's Guide.

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Access Control