About CRM Partner Organization-Based Security for Oracle Fusion

Oracle Fusion CRM partner organization based security is applied when fusion partner administrator access partner organization, partner owned leads and opportunity/revenue. Partner administrator should be able to access the above entities owned by his partner organization.

Configuring Partner Organization Based Security

The session variable PARTNER_ORG_HIER_LIST stores a list of partner organizations the login user belongs to. It is initialized via Init Block Partner Org Hierarchy List and then used in partner organization based data security role.

Configuring BI Duty Roles

OBIA_PARTNER_ORGANIZATION_DATA_SECURITY is the internal BI Duty Role to define data filter for partner organization based data security. By default, it has one member BI Duty Role:

  • OBIA_PARTNER_ADMINISTRATIVE_ANALYSIS_DUTY

These Duty Roles control the subject areas and dashboard content to which the user has access. And as members of OBIA_RESOURCE_ORGANIZATION_HIERARCHY_DATA_SECURITY, they also ensure the primary resource organization hierarchy based data security filters are applied to all the queries involving marketing campaign.

To define new groups and mappings for users and BI roles, see How to Define New Groups and Mappings for Users and BI Roles.