1. Welcome to Security Management System
Welcome to the Security Management System (SMS) User Guide. It provides an overview to the module and takes you through the various steps involved setting up and using the security features that Oracle offers.
This chapter contains the following sections:
1.1 Role
It is likely that users working in the same department at the same level of hierarchy need to have similar user profiles. In such cases, you can define a Role Profile that includes access rights to the functional activities that are common to a group of users. A user can be linked to a Role Profile by which you give the user access rights to all the functional activities in the Role Profile.
The roles defined is effective only after the dual authorization.
1.1.1 Role Summary
The summary screen provides a list of configured roles. You can configure a role using the Role Maintenance.
How to reach here:
Security Management > View Roles
Searching a Record
● Click Search to query the roles based on the search criteria.
1.1.2 Role Maintenance
The maintenance screen allows you to create roles and assign their activities.
How to reach here:
Security Management > Role Maintenance
Field |
Description |
Role Code |
Displays the code of the role. |
Description |
Displays additional details about the role. |
Status |
Displays the status of the role. |
How to create a role:
1. In the Role Maintenance screen, click New to enable the fields.
2. Provide the require details:
● Role Code: Enter a code for the role.
● Role Description: Enter additional information about the role.
Role Activity
3. Click + to add a functional activity code and select the required functional activities to which the role profile must have access. For more information on functional activity, see Functional Activity.
4. Click Save to save the details.
1.2 User
Controlled access to the system is a basic parameter that determines the robustness of the security in banking software. Only authorized users can access the system with the help of a unique User Login ID and password. The user profile of a user contains the details of the user in four sections - User details, Status, Other details and User role branches.
1.2.1 User Summary
The summary screen provides a list of configured users. You can configure a user using the User Maintenance.
How to reach here:
Security Management > View Users
Searching a Record
● Click Search to query the users based on the search criteria.
1.2.2 User Maintenance
The maintenance screen allows you to create a user.
How to reach here:
Security Management > User Maintenance
Field |
Description |
User Login ID |
Displays the user login ID details. |
User Name |
Displays the user who has created the record. |
Home Branch |
Displays the details of the home branch associated with the user. |
Status |
Displays the status of the record. |
How to create a user:
1. In the User Maintenance screen, click New to enable the fields.
2. Provide the require details:
User Details
● Username: Enter a user name.
● Login ID: Enter a login ID with which a user logs into the system. This login ID is unique across all branches. The minimum length of login ID must be six and the maximum number can be 12 characters.
● Home Branch: Click Search to view and select the required home branch.
Status
● User Status: Select a user status from the dropdown list.
● Status Changed On: Select a status change date from the dropdown calendar.
● Is Supervisor: By default, this option is disabled. If enabled, indicates the user is a supervisor.
● Manager ID: Click Search to view and select the required manager ID.
● Start Date: Select a start date from which the user is valid from the drop down calendar.
● End Date: Select an end date for the user from the drop down calendar.
Other Details
● Access to PII: By default, this option is disabled. If enabled, it provides the user access to personally identifiable information of the entity that they are accessing.
● Email: Enter the user Email ID at the time of the creation. All system generated password is communicated to the user through this mail ID.
● Telephone Number: Enter the user contact number.
● Home Phone: Enter the user's home contact number.
● Mobile Number: Enter the user's mobile number.
● Fax: Enter the fax details of the user.
● Theme: Enter the theme details.
● Locale: Enter the locale details.
User Role Branches
3. Click + to add a row and provide the required details in the column:
● Branch Code: Click Search to view and select the required branch code.
● Role Code: Click Search to view and select the required role code.
4. Click Save to save the details.
1.3 Functional Activity
SMS manages the user access by associating various functional activities to a role. Based on the business use cases, the granular level activities / operations are defined at Functional activity.
Following are the SMS related functional activities which must be mapped to a Role for Menu, Dashboard, User maintenance and Role maintenance related access:
Functional Activity |
Description |
SMS_FA_APPLICATION_VIEW |
Functional activity for Viewing Application. |
SMS_FA_LOAN_DASHBOARD_PR EFERENCE |
Functional activity for reading User Dashboard preference. |
SMS_FA_LOAN_DASHBOARD_PR EFERENCE_PUT |
Functional activity for updating User Dashboard preference. |
SMS_FA_LOAN_DASHBOARD_VIE W |
Functional activity for reading User Dashboard tiles |
SMS_FA_MENU_DASHBOARD_VIE W |
Functional activity for constructing menu. |
SMS_FA_ROLE_AMEND |
Functional activity for modifying a role record. |
SMS_FA_ROLE_AUTHORIZE |
Functional activity for authorizing a role record including Authority query and View changes. |
SMS_FA_ROLE_CLOSE |
Functional activity for closing a role record. |
SMS_FA_ROLE_REOPEN |
Functional activity for reopening a role record. |
SMS_FA_ROLE_VIEW |
Functional activity for viewing a role record including role LOV validation. |
SMS_FA_ROLE_DELETE |
Functional activity for deleting a role record. |
SMS_FA_ROLE_NEW |
Functional activity for creating a role record. |
SMS_FA_USER_AMEND |
Functional activity for modifying a user record. |
SMS_FA_USER_AUTHORIZE |
Functional activity for authorizing a user record including Authority query and View changes |
SMS_FA_USER_CLOSE |
Functional activity for closing a user record. |
SMS_FA_USER_DELETE |
Functional activity for deleting a user record. |
SMS_FA_USER_NEW |
Functional activity for creating a user record. |
SMS_FA_USER_REOPEN |
Functional activity for reopening a user record. |
SMS_FA_USER_VIEW |
Functional activity for viewing a user record including user LOV validation. |