Implementing Hierarchy-Based Security for Employee Expense Subject Areas

You can implement hierarchy-based security for Employee Expense Subject Areas. The employee expense subject areas support security by employee hierarchy for line managers. The list of values a user has access to is determined by the grants in the source application system.

The following BI Duty Roles are applicable to the Employee Expense Subject Areas:

Role Employee Expenses - Credit Card Employee Expenses - Overview Employee Expenses - Violations

OBIA_LINE_MANAGER_EXPENSE_ANALYSIS_DUTY

X

X

X

OBIA_AU_LINE_MANAGER_EXPENSE_ANALYSIS_DUTY

X

X

X

For more information about how to define new groups and mappings for Users and BI Roles, see How to Define New Groups and Mappings for Users and BI Roles, or in FSM refer to the FSM Task 'How to Define New Groups and Mappings for Users and BI Roles'.

To apply data security filters, enable the appropriate initialization blocks depending on the deployed source system. For example, to enable security for EBS, enable Oracle EBS initialization block and make sure the initialization blocks of all other source systems are disabled.

  1. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd).
  2. Choose Manage, then Variables.
  3. Under Session – Initialization Blocks, open the initialization block that you need to enable.

    Use the table below for guidance on which Initialization Blocks to enable for your Source System.

  4. Clear the Disabled check box.
  5. Save the metadata repository (RPD file).

The table below shows which Initialization Blocks need to be enabled for each Source System.

Source System Initialization Block

Oracle Fusion Applications

HR Security Person ID List (Fusion)

Oracle EBS

HR Security Person ID List (EBS)

Oracle PeopleSoft

HR Security Person ID List (PeopleSoft)