About General Ledger Security for PeopleSoft

Financial Analytics supports a combination of security mechanisms for GL subject areas.

BI Duty Roles Options

These BI Duty Roles are applicable to the General Ledger subject area.

  • Budget Director PSFT

  • Budget Analyst PSFT

  • Financial Analyst PSFT

  • CFO Group PSFT

  • Controller Group PSFT

These duty roles control the subject areas and dashboard content to which the user has access. Additionally, these duty roles ensure that the data security filters are applied to all the queries. To define new groups and mappings for Users and BI Roles, see How to Define New Groups and Mappings for Users and BI Roles.

These roles will have access to Account Payables, Account Receivables and Fixed Assets data in BI to facilitate the drill down from GL to those modules. However, access to data in the respective modules must be provisioned in the E-Business Suite system for these users in order to use the drill down capabilities.