Oracle^® Business Intelligence Applications Installation and Configuration Guide > Integrated Security for Oracle BI Applications >

Financial Services Analytics Security Settings

Oracle's Finance Analytics family of products (Finance Sales Analytics, Finance Service Analytics, Finance Marketing Analytics, Finance Institutional Analytics, Finance Retail Analytics), the Insurance Analytics family of products (Oracle Insurance Partner Manager Analytics, Oracle Insurance Sales Analytics, Oracle Insurance Service Analytics, Oracle Insurance Marketing Analytics, Oracle Insurance Partner Manager Analytics), and the Healthcare Analytics family of products (Oracle Healthcare Sales Analytics, Oracle Healthcare Service Analytics, Oracle Healthcare Marketing Analytics, Oracle Healthcare Partner Manager Analytics) apply Oracle's Siebel operational applications security model. This security model is described in the topic Types of Security in Oracle BI. In addition to responsibilities provided by the Siebel operational applications, these applications provide additional responsibilities, and responsibility-specific security, as indicated in Table 114.

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

• Finance Analytics user

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

• A user in the Oracle Insurance Analytics family of products (Oracle Insurance Partner Manager Analytics, Oracle Insurance Sales Analytics, Oracle Insurance Service Analytics, Oracle Insurance Marketing Analytics, Oracle Insurance Partner Manager Analytics)

  An insurance-specific responsibility (and corresponding repository and Presentation Services group) that must be used to control access to the Insurance and Healthcare-specific objects in Insurance and the Healthcare Analytics family of products (Oracle Healthcare Sales Analytics, Oracle Healthcare Service Analytics, Oracle Healthcare Marketing Analytics, Oracle Healthcare Partner Manager 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 one of the Oracle Insurance Analytics family of products (Oracle Insurance Partner Manager Analytics, Oracle Insurance Sales Analytics, Oracle Insurance Service Analytics, Oracle Insurance Marketing Analytics, Oracle Insurance Partner Manager Analytics) user responsibilities to this user.

Parent and Child Group Behavior

Oracle Business Intelligence 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 114.

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 one of the Oracle Insurance Analytics family of products (Oracle Insurance Partner Manager Analytics, Oracle Insurance Sales Analytics, Oracle Insurance Service Analytics, Oracle Insurance Marketing Analytics, Oracle Insurance Partner Manager Analytics), you should use the Financial Services Analytics user responsibilities to view all relevant dashboards.

Table 114 shows the additional responsibilities, and responsibility-specific security in Oracle's Finance Analytics family of products (Finance Sales Analytics, Finance Service Analytics, Finance Marketing Analytics, Finance Institutional Analytics, Finance Retail Analytics), the Oracle Insurance Analytics family of products (Oracle Insurance Partner Manager Analytics, Oracle Insurance Sales Analytics, Oracle Insurance Service Analytics, Oracle Insurance Marketing Analytics, Oracle Insurance Partner Manager Analytics), and the Healthcare Analytics family of products (Oracle Healthcare Sales Analytics, Oracle Healthcare Service Analytics, Oracle Healthcare Marketing Analytics, Oracle Healthcare Partner Manager Analytics).

If you are also deploying Usage Accelerator, Financial Services-specific Usage Accelerator responsibilities are shown in Table 116.