How to secure internal bank accounts by Legal Entity when using custom Cash Manager role

Summary:

Assign the legal entity-based data security policy to custom Cash Manager job roles. This allows Cash Managers to add, review, or modify only the bank accounts associated with the legal entities that the user has access to.

The legal entity-based data security policy is applied when an internal bank account is created or managed using either the UI or REST API.

Content (required):

Check out the below document which provides additional steps required to add the new Data Security Policy for custom Cash Manager job roles:

KB43204 - How to assign the legal entity-based data security policy to custom Cash Manager job roles