> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Renaming rbac restriction & permission matrix updates

# **Renaming, RBAC Restriction & Permission Matrix Updates**

## **1. Renaming Updates**

The following module and menu names need to be updated across the system:

| Existing Name | New Name            |
| ------------- | ------------------- |
| Find Banks    | Bank-wise RM        |
| Bank File     | NS Bank File Search |

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/finance-tools/renaming-rbac-restriction-&-permission-matrix-updates/image1.png)

### **Scope of Changes**

The renaming should reflect consistently in:

* UI labels
* Sidebar navigation
* Breadcrumbs
* Page headers
* API response/messages
* Search filters/dropdowns
* Role permissions mapping
* Internal references wherever applicable

### **Validation Points**

* Old names should no longer appear anywhere in the application.
* Navigation should continue functioning without breaking routes.
* APIs dependent on these module names should work correctly after renaming.

***

# **2. Module Cleanup (RBAC Access Restriction)**

The following modules need to be removed from RBAC visibility for all roles except CEO:

* Meta Data > Payout
* NS Bank
* NS Products

## **Access Requirement**

| Role            | Access               |
| --------------- | -------------------- |
| CEO             | Visible & Accessible |
| All Other Roles | Hidden / Restricted  |

### **Expected Behavior**

* These modules should not appear in sidebar/navigation for restricted roles.
* Direct URL access should also be blocked for non-authorized users.
* APIs related to these modules should validate role permissions before serving data.

***

# **3. Permission Matrix Integration**

## **Module**

Bank Product Combination

### **Permission Matrix Implementation**

Integrate permission matrix controls within the module to manage feature visibility based on roles.

***

## **Visibility Restrictions**

### **View Icon Visibility**

The **View Icon** should only be visible to:

* CEO
* BH
* Lead Admin

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/finance-tools/renaming-rbac-restriction-&-permission-matrix-updates/image2.png)

### **Avg Achievement Column Visibility**

The **Avg Achievement Column** should only be visible to:

* CEO
* BH
* Lead Admin

***

## **Restricted Roles**

For all other roles:

* View icon should be hidden.
* Avg Achievement column should not be displayed.
* Restricted users should not be able to access related functionality through APIs or direct URLs.

***

# **Acceptance Criteria**

* All renaming updates reflect consistently across the platform.
* Restricted modules are accessible only by CEO.
* Permission matrix is properly integrated into Bank Product Combination module.
* View Icon and Avg Achievement Column visibility work role-wise as expected.
* Unauthorized access is blocked from both UI and backend APIs.
* No impact on existing workflows after deployment.