As Duco continues to provide increased levels of control over your reconciliations, the June release allows you to individually assign permissions for running processes and breaking apart matches.
Granular control for running processes
Currently the Operator, Investigator, Data Uploader and Config Admin roles allow users to run processes and trigger matching. The June release introduces a new ‘Process Runner’ permission, which alongside the existing Data uploader procession allows you to segregate daily operational tasks with control level tasks.
Here is a detailed view of what roles are required to perform certain actions before and after the June release:
User Action |
Current roles required |
Roles required after release |
Run process (Submit New Data) |
(Operator or Investigator or Config Admin) + Data Uploader |
(Operator or Investigator or Config Admin) + Data Uploader + Process Runner |
Run process (Reuse Data) |
Operator or Investigator or Config Admin |
(Operator or Investigator or Config Admin) + Process Runner |
Run process (Carry Over Only) |
Operator or Investigator or Config Admin |
(Operator or Investigator or Config Admin) + Process Runner |
Submit sample data |
Config Admin + Data Uploader |
Config Admin + Data Uploader |
Cash Module - Submit files |
Operator or Investigator or Config Admin + Data Uploader |
(Operator or Investigator or Config Admin) + Data Uploader + Process Runner |
Cash Module - Match all accounts |
Operator or Investigator or Config Admin + Data Uploader |
(Operator or Investigator or Config Admin) + Process Runner |
Cash Module - Match unfinished accounts |
Operator or Investigator or Config Admin + Data Uploader |
(Operator or Investigator or Config Admin) + Process Runner |
Cash Module - Rematch |
Config Admin |
Config Admin |
As part of the migration, any user or group who currently has the Operator, Investigator or Config Admin roles will automatically be given the new Process Runner role. After the release you can remove the Process Runner role as required.
Granular control for breaking apart matched
Currently any user or group with either the Operator or Investigator roles is able to break apart matches. Many firms want to implement controls to mitigate good matches being broken apart and as such a new Break Apart role is being introduced.
Here is a detailed view of what roles are required to perform Break Apart actions before and after the June release:
User Action |
Current roles required |
Roles required after release |
Break Apart Match |
Operator/Investigator |
Operator/Investigator + Break Apart |
Cash Module - Break Apart Rollup |
Operator/Investigator |
Operator/Investigator + Break Apart |
As part of the migration, any user or group who currently has the Operator or Investigator roles will automatically be given the new Break Apart role. After the release you can remove the Break Apart role as required.