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Oracle® Business Intelligence Applications Installation and Configuration Guide > Integrated Security for Oracle BI Applications >
Responsibilities and Data-Level Visibility in Sales Analytics Applications
Oracle's Siebel operational applications include Oracle's Siebel Sales, Oracle's Siebel Service, and Oracle's Siebel Partner Relationship Management. This topic describes the additional security configurations that may be necessary for your Oracle's Siebel operational applications. It also describes the particular responsibilities associated with the application dashboards. Oracle's Siebel Sales Analytics defaults to the following data-level visibility for certain responsibilities, as shown in Table 105. The visibility restrictions imposed vary by responsibility and by logical subject area, as follows: - The Sales Manager has different visibility restrictions imposed in the Forecasting subject area than in the Pipeline, Customers, Orders, and Products subject areas.
- In general, users with the VP of Sales Analytics responsibility have no data-level security imposed, while those with the Sales Manager Analytics or Field Sales Representative Analytics responsibilities have primary-position security imposed.
- In primary position security, only those opportunities, orders, or forecasts owned by the user or the user's subordinates are visible to the user.
For a description of data-level security, see Types of Security in Oracle BI and Security Guide for Siebel eBusiness Applications.
Table 105. Oracle's Siebel Sales Analytics Default Data-Level Visibility
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VP of Sales Analytics |
All |
No data-level security is imposed. |
Sales Manager Analytics Field Sales Representative Analytics |
Forecasting |
In addition to the Order, Opportunity, and Forecast dimensions, primary position data-level security is imposed on all facts. This means that these subject areas are visible to the user only for data owned by the user (or the user's subordinates). |
Sales Manager Analytics Field Sales Representative Analytics |
Pipeline Orders Customers |
Primary position data-level security is imposed on: - Order dimension
- Opportunity dimension
- Account dimension
- Opportunity Revenue, Expected Revenue, and Closed Revenue metrics
- Number of Orders
Line Item Order Revenue (000)
Line Item Shipped Revenue (000)
Order Item Revenue
Rollup Total Order Revenue (000)
Rollup Average Order Size
Total Order Revenue
Total Order Revenue (000)
Total Shipped Revenue
Total Shipped Revenue (000) metrics
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TeleMarketing Manager TeleMarketing Representative |
All |
No specific data-level security. |
TeleSales Representative Direct Order Entry Agent |
All |
No specific data-level security. However, the primary-position security used for Sales Managers and Representatives can be used for the TeleSales Representative and Direct Order Entry Agent responsibilities as well. Note that the security model for the TeleMarketing Representative and Manager responsibilities must differ from that used for Sales Managers and Representatives. The security model is based on the CREATED_BY column in the Opportunity data model and not on the primary owner of the opportunity. |
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