You are here: Security > Security Overview

Security

The Rules Palette controls security for both the Rules Palette and for the Oracle Insurance Policy Administration (OIPA) system.

Palette Security

Security for the Rules Palette is configured at the user level, where an administrator can add users and associate them to roles. Roles are created by the administrator to specify privileges that allow access to different sections of the Rules Palette. These sections include the administration pane, rules, and data dictionary. View more...

The Rules Palette Security folder under Security in the Admin Explorer tab is not available in non-IVS environments. The Application Security folder will be the only folder visible.

Application Security

Configuration of OIPA security can limit access to fields, buttons, menu items, screens, plans and activities. Access to an entire screen can be denied or limited. Limited access means that access to individual buttons and fields can be granted or denied. Users can also be restricted from performing certain tasks at the activity level. Security in OIPA allows multiple levels of restriction for different users of the system, from agents to service representatives and department managers. Users may also belong to multiple levels of security as deemed necessary by the administrator. View more...

Field security is also available. When no selection is made, the default setting allows all fields and the values they hold to be visible and editable. Field security supports the following options, based on a user's role:

Visable and Editable: The user can view and update a field.
Disable Field Value: The user can view the field, but not update.
Hide Field Value: The user cannot see the field value. The value held in the field is hidden from view.

Palette and Application Security Folders

Palette Security and Application Security Folders