PSI and user administration
To start the PSI or log in, the user of the PSI and Infront Portfolio Manager must have the "Start PSI Transaction Data" system permission. This is assigned to the user by the user administrator.
You do not have to log in again when starting PSI from Infront Portfolio Manager. In this case, the user name and password are taken from Infront Portfolio Manager login.
However, you do have to log in when starting from the Windows start menu. For more information about the various ways to start your PSI, see Start PSI.
The following individual system permissions are of relevance:
System permission | Prerequisite permission | Description |
|---|---|---|
Start PSI Transaction Data | You need this system permission to use PSI Transaction Data. | |
Edit error data records | Start PSI Transaction Data | You need this system permission to edit the archived error data records. |
Configure PSI Transaction Data | Start PSI Transaction Data | You need this system permission to adjust settings for the PSI Transaction Data. |
Run reconciliation | Start PSI Transaction Data | You need this system permission to execute the reconciliation in the PSI Transaction Data. |
Run import | Start PSI Transaction Data | You need this system permission to import data in PSI Transaction Data. |
The permissions for creating securities account master data and transaction data are not relevant for PSI users.