Customizing Security for Procurement Executive / Spend Analyst

To enable procurement users (such as Procurement VP or Spend Analyst) to perform deeper and cross functional analysis apart from their regular duties, Oracle Procurement and Spend Analytics includes data and functional security to access the employee expenses transactions (such as expense report, credit card transaction and expense violation) through extended Duty Roles.

BI seeded Duty Roles for Fusion Applications includes 'Procurement Executive Analysis Duty' role (Role name: OBIA_PROCUREMENT_EXECUTIVE_ANALYSIS_DUTY) to act also like a Spend Analyst/ Executive duty. This extended role is not mapped to any enterprise job roles by default, but it is pre-configured within Oracle BI Applications to enforce object and data level security for Spend Analysis. Internally, data security on Oracle BI Applications is implemented using 'Extended Procurement and Spend Business Unit Data Security' (Role name: OBIA_EXTENDED_PROCUREMENT_AND_SPEND_BUSINESS_UNIT_DATA_SECURITY). This data security role enables cross functional analysis by manage spend Business Unit Data Security.

  1. Create 'VP of Procurement' or similar executive job role in your Fusion Applications deployment and assign BI duty 'Procurement Executive Analysis Duty' to 'VP of Procurement'.
  2. Assign appropriate Fusion Applications Duty Roles to the job role - 'VP of Procurement' and assign BU privileges. Data security of 'Procurement Executive Analysis Duty' (OBIA Duty Role) is controlled by the BUs assigned to the user in the agent access 'manage spend' action.
  3. Customize Presentation catalog permissions (for Spend Analyzer dashboard and related analyses) and Subject Area permissions as desired for 'Procurement Executive Analysis Duty' role.

For more information on how to create and manage job roles in Fusion Applications, refer to section Understanding How to Secure Oracle Fusion Applications in Oracle Fusion Applications Administrator's Guide. For more information on how to define and customize security in Oracle BI Applications, refer to Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Applications.