GOLD Services Screens > GOLD ExceptionManager Screen Group > GOLD ExceptionManager Securtity Setup

Before they can use GOLD ExceptionManager (GEM), security must be set up for each employee that will handle exception items and create other notices (such as charge back items and notifications of changes).

	Note: Someone in your institution (probably a supervisor or officer) must have access to the Security > Setup screen in CIM GOLD in order to set up preferences and options for GOLD ExceptionManager. The security setup options are found on the Security > Setup screen, System tab, under GOLD ExceptionManager in CIM GOLD.

Complete the following steps to set up security for GEM:

1.On the Security > Setup screen, select the Employee radio button, then select the employer's name from the Employee list view. The employee must already be set up in CIM GOLD before their name will be displayed in this list view. For more information about setting up employee security, see Security Setup.

Two tabs on this screen contain GEM options: CIM GOLD and System. The options on the CIM GOLD tab determine which GEM screens this user has access to. The options on the System tab determine which functions within GEM this user will be allowed to process, as explained below.

2.First, open the CIM GOLD tab and scroll to the GOLD ExceptionManager section (under GOLD Services), as shown below:

Note that if the items in the menu are grayed out, the employee is tied to a profile(s) and you need to access the profile in order to make changes.

3. Select the Maintain radio button next to each GEM screen you want this employee to have access to. Select the Inquire radio button instead if you only want the employee to have inquiry access. Select None if you don't want the employee to have access of any kind.

4. Click <Save Changes>. The employee should now have security to access those GEM screens that you designated. For more detailed descriptions of each of these screens, see the links on the GOLD ExceptionManager Overview.

5. Next, access the System tab and scroll to the GOLD ExceptionManager section, as shown below:

Select the Maintain radio button next to each GEM option you want this employee or profile to have access to (see the table below for descriptions of these options). Select the Inquire radio button if you want the employee to only have inquiry access. Select None if you don't want the employee to have access of any kind.

7. Click <Save Changes>. The employee should now have security to access the GEM functions that you designated.

System Tab Options

Option	Description
Allow Change to Transaction	If an exception item is in the file with an incorrect transaction code, this security allows the change of the transaction code to the correct one. For instance, sometimes a loan check will be processed with the wrong account number, and in the exception file, it looks like a deposit account check. You can change it to the miscellaneous debit transaction that it should be, or vice versa, with this security option turned on. To change transactions, right-click an exception item in the Process Exception Items list view and select "Change Exception" or double-click an exception item in the list view. The Change Exception Information dialog box is displayed. If you have this security option set, you will be able to make applicable changes on the Change Exception Information dialog.
Allow Other User Pref Setup	This security option allows the setup of user preferences and selections for other users. Generally, this will be done by each employee, but it can handled centrally if security allows. Preferences and selections need to be set up for every user that will log on to GEM.
Allow Save/Remove Selections	This security option allows users to create or delete selections.
Calibrate Printer	This security option allows users to change printer settings for GEM.
Can Post Loan Items	This security option is used to give access to post actions to loan exceptions from GEM. Any supervisor or teller overrides pertaining to the transaction will be overridden and the loan transaction will be posted. If a higher override is required, the exception must be handled in GOLDTeller. If this option is selected, the Current User field group on the Process Exception Items screen will be set to Posting Items .
Create a Chargeback Item	This security option allows users to create charge back items.
Create a Return Item	This security option allows users to create return items.
Create Notification of Change	Select this security option to allow users to create a notification of change record that will be sent to the Federal Reserve Bank. If a notification of change is created, it will be sent with the other ACH returns for the day. This record indicates to the originator the information that needs to be changed (for example, the account number or name of the customer). Security for this option should only be given to select personnel.
Download Exception Items	This security option allows users to download and view exception items.
May Make Posting Decisions	This security option allows the processor to handle exception items in a "decision-making" mode. If this option is set and the Decision Only field is selected on the Process Exception Items screen, then each exception item can be marked with what status the item should be handled. A teller number is required for this feature. If this option is selected, the Decisions column should be added to the user preference setup to indicate what the decision is for each exception.
Officer/Employee Acct Access	This security option is used to give access to see and post officer and employee exceptions in GEM. If this option is set to None, then accounts that are coded with employee (DMDEMP=Y) or officer (DMOFAC=Y) will not be shown on any screen or report for the employee handling the items.
Print Reports and Notices	This security option allows users to print reports and notices in GEM.
Process Exception Items	This security option is used to give access to actually process returns, pay items, unpost items, post fees, etc. Setting this option will allow the employee to perform all the functions on the Process Exception Items screen that are not already singled out with other security options. A teller number is required to be set up to be able to post the exceptions (all monetary transactions require a teller number). A separate screen is used to assign the teller numbers that will be used in this and any other monetary function in this system. If the teller number is blank on the user list, the actions buttons will be grayed out on the Process Exception Items screen in GOLD ExceptionManager.