Oracle® Fusion Applications Sales Implementation Guide 11g Release 7 (11.1.7) Part Number E20373-08 |
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This chapter contains the following:
Define Transactional Business Intelligence Configuration: Highlights
Configure Oracle Transactional Business Intelligence for ad hoc reporting, review certain setup objects to be used in Transactional Business Intelligence, and manage the presentation catalog and currency type display.
Users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) need access to some person data for reporting purposes. To provide this access, you assign a predefined security profile to relevant job or abstract roles using the Oracle Fusion Human Capital Management (HCM) setup task Manage Data Role and Security Profiles. On completion of this task, Oracle Fusion Data Security is updated automatically for roles being used to access Transactional Business Intelligence.
The following table identifies, by Oracle Fusion product, the job and abstract roles that need access to person data and the predefined security profile that you assign to each role.
Product |
Job or Abstract Role |
Security Profile |
---|---|---|
Oracle Fusion Assets |
Asset Accountant |
View All Workers |
Oracle Fusion Assets |
Asset Accounting Manager |
View All Workers |
Oracle Fusion Enterprise Planning and Budgeting |
Budget Analyst |
View All Workers |
Oracle Fusion Enterprise Planning and Budgeting |
Budget Manager |
View All Workers |
Oracle Fusion Financial Consolidation Hub |
Consolidation Accountant |
View All Workers |
Oracle Fusion Financial Consolidation Hub |
Consolidation Manager |
View All Workers |
Oracle Fusion Financials Common Module |
Intercompany Accountant |
View All Workers |
Oracle Fusion General Ledger |
Financial Analyst |
View All Workers |
Oracle Fusion General Ledger |
General Accountant |
View All Workers |
Oracle Fusion General Ledger |
General Accounting Manager |
View All Workers |
Oracle Fusion Incentive Compensation |
Incentive Compensation Participant Manager |
View Manager Hierarchy |
Oracle Fusion Inventory Management |
Warehouse Manager |
View All Workers |
Oracle Fusion Project Foundation |
Project Accountant |
View All Workers |
Oracle Fusion Project Foundation |
Project Administrator |
View All Workers |
Oracle Fusion Project Foundation |
Project Billing Specialist |
View All Workers |
Oracle Fusion Purchasing |
Buyer |
View All Workers |
Oracle Fusion Sourcing |
Category Manager |
View All Workers |
Oracle Fusion Sourcing |
Sourcing Project Collaborator |
View All Workers |
For example, as part of their Transactional Business Intelligence setup:
Oracle Fusion Assets implementors must assign the predefined security profile View All Workers to the Asset Accountant and Asset Accounting Manager job roles.
Oracle Fusion Incentive Compensation implementors must assign the predefined security profile View Manager Hierarchy to the abstract role Incentive Compensation Participant Manager.
The security profiles that HCM roles need to access Transactional Business Intelligence are assigned during the setup of HCM data security: no additional setup is required for Transactional Business Intelligence purposes.
This example shows how to assign a security profile to a job or abstract role to enable users with that role to access person data. This task is required for users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) who do not also use Oracle Fusion Human Capital Management (HCM).
The following table summarizes key decisions for this scenario. When performing this task, use the job or abstract role for your product and the name of the relevant predefined person security profile in place of those shown here.
Decisions to Consider |
In This Example |
---|---|
What is the name of the Transactional Business Intelligence job or abstract role? |
Warehouse Manager |
What is the name of the person security profile? |
View All Workers |
To perform these tasks, you must have the role IT Security Manager.
Launch the task Manage Data Role and Security Profiles.
Search for the job or abstract role.
Assign the relevant predefined security profile to the job or abstract role.
Field |
Value |
---|---|
Search |
Tasks |
Name |
Manage Data Role and Security Profiles |