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Financial Services Analytics Security Settings

Siebel Finance Analytics, Insurance Analytics, and Healthcare Analytics apply the Siebel operational applications security model. That is, they use Siebel operational applications responsibilities (and corresponding repository and Web Catalog groups) for controlling access to Siebel operational applications objects (both metadata and Web catalog objects). This security model is described in Integrated Security for Responsibilities and Groups in Analytics Applications.

In addition to responsibilities provided by the Siebel operational applications, Siebel Finance Analytics, Insurance Analytics, and Healthcare Analytics provide additional responsibilities, and responsibility-specific security, as indicated in Table 61.

For the Financial Services products mentioned, the Siebel operational applications security model has been extended:

• One finance-specific responsibility (and corresponding repository and Web catalog group) called Finance Analytics User; this responsibility must be used in conjunction with Siebel operational applications responsibilities and groups to control access to Finance-specific objects in Finance Analytics.
• One Insurance-specific responsibility (and corresponding repository and Web catalog group) called Insurance Analytics User; this responsibility must be used to control access to the Insurance and Healthcare-specific objects in Insurance and Healthcare Analytics.

For example, when you give a user all horizontal Sales responsibilities and also include the finance responsibility called Finance Analytics User, this user is able to see all horizontal sales objects (Dashboards, Subject Areas, folders in the presentation Layer, and so on) and in addition, all finance-specific Sales objects. Similarly, in order to see Insurance and Healthcare-specific objects, you need to add the Insurance Analytics User responsibility to this user.

Because Siebel Analytics supports hierarchies in the groups in the repository, there are certain groups within the Analytics repository that are parent groups that define the behavior of all the child groups.

• Finance: Parent group for all Financial applications group (Finance Analytics User is a child Group of Finance Group)
• Insurance: Parent group for all Insurance applications group (Finance Analytics User is a child Group of Finance Group)

Inheritance is used to let permissions ripple through to child groups. The parent groups for Financial Services and their purpose are shown in Table 61.

NOTE:  A Financial Services Analytics user is provided as a child to both Finance and Insurance. Therefore this user has permissions available to both Finance and Insurance. If you have purchased both Finance Analytics and Insurance Analytics, you should use the Financial Services Analytics user responsibilities to view all relevant dashboards.

Table 61 shows the additional responsibilities, and responsibility-specific security in Siebel Finance Analytics, Insurance Analytics, and Healthcare Analytics. If you are also deploying Usage Accelerator, Financial Services-specific Usage Accelerator responsibilities are shown in Table 63.