Agency Customer Maintainer
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Agency Customer Maintainer
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Role Description and Responsibilities
The Agency Customer Maintainer is the agency role responsible for entering and updating the customer record online or via spreadsheet upload (ARI006). Role responsibilities include:
- Create and update customer data in the system (e.g., customer name, address, parent/child, relationship, status, type, grantor, contact information, and bill-to options)
Role Functions
The following table describes what the Agency Customer Maintainer does in each related Business Process and related workflows, if any. The table also describes the related Topic and Activity found on the Florida PALM Topics and Activities list.
Topic | Activity | Business Process | Related Workflow |
|---|---|---|---|
Managing Customers | Manually Managing Customer Information | N/A | |
Managing Customers | Managing Customer Information via Spreadsheet Upload | N/A |
Conflicts with Other Roles
The table below includes the roles that conflict with the Agency Customer Maintainer including separation of duty (SOD) conflicts and system enforced restrictions. If an agency identifies a SOD conflict that cannot be resolved, the agency must submit justification and compensating controls to Division of Accounting and Auditing (A&A) to request an exception. A&A will review the agency’s submitted request to determine if an exception will be granted.
End User Role | Type of Conflict | Reasoning |
|---|---|---|
Agency AR Item Spreadsheet Upload Processor | SOD | A user that is assigned the Agency Customer Maintainer is prohibited from crediting a customer balance or processing a maintenance worksheet to refund a customer. |
Agency AR Item Processor | SOD | A user that is assigned the Agency Customer Maintainer is prohibited from crediting a customer balance or processing a maintenance worksheet to refund a customer. |
Learning Path
This table shows the available learning materials for each of the Topics and Activities this End User Role will be assigned.
Topic | Activity | Learning Material |
|---|---|---|
Coming Soon |
Other Information
This section includes additional information about this role’s relationships to other roles.
N/A
Version History
Date | Revision Description |
|---|---|
05/19/2025 | Original Version |
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