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Financial Services Analytics Security Settings

Siebel Finance Analytics, Insurance Analytics, and Healthcare Analytics apply the Siebel operational applications security model. This security model is described in the topic Types of Security in Analytics.

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 84.

For the Financial Services products, the Siebel operational applications security model has been extended in the following ways:

• Finance Analytics User

  A finance-specific responsibility (and corresponding repository and Web catalog group) that must be used in conjunction with Siebel operational applications responsibilities and groups to control access to Finance-specific objects in Finance Analytics.

• Insurance Analytics User

  An insurance-specific responsibility (and corresponding repository and Web catalog group) that must be used to control access to the Insurance and Healthcare-specific objects in Insurance and Healthcare Analytics.

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

Parent and Child Group Behavior

Siebel Business Analytics supports hierarchies in the repository groups, and certain groups within the Analytics repository are parent groups that define the behavior of all the child groups. For Financial Services Analytics, the parent groups are the following:

• Finance

  Parent group for all Financial applications groups. Finance Analytics User is a child group of Finance group.

• Insurance

  Parent group for all Insurance applications groups. Insurance Analytics User is a child group of Insurance 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 84.

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 84 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 86.