Security

FDMEE supports the following roles:

FDMEE RolesTasks per Role
AdministratorManages applications and performs any action in FDMEE. When you log in with the Administrator role, all links are visible in the Tasks pane.
Create Integration

Creates FDMEE metadata and data rules. If you have the Create Integration role, you can:

  • Create, delete, and edit metadata rules and data rules

  • View process details

  • Perform period mappings

Note:

You cannot run rules, view, create, edit, or delete source system registrations, target system registrations, or source accounting entities.

When you log in with the Create Integration role, these links are visible in the Tasks pane: Data Load, Member Mapping, HR Data Load, Metadata, and Process Detail.

Drill Through

Controls the ability to drill through to the source system.

In FDMEE, this role controls whether you can drill to the FDMEE landing page, which controls drilling to the source system.

Run Integration Runs existing FDMEE metadata and data rules. If you log in with the Run Integration role, you can:
  • Run metadata rules or data rules

  • View process details

Note:

You cannot view, create, edit, or delete source system registrations, target system registrations or source accounting entities.

FDMEE users who need to be able to extract data from Oracle or PeopleSoft Enterprise Financial Management must be granted this role to enable them to run data rules.

When you log in with the Run Integration role, these links are visible in the Tasks pane: Data Load Workbench, Data Load, Member Mapping, HR Data Load, Metadata, and Process Detail.

HR Integration Runs Human Resource data rules and fills out runtime parameters. Can view transaction logs.
Intermediate 2-9Roles 2-9 for intermediate levels are defined by the administrator.

Note:

FDMEE users are enabled to define mappings only to target applications to which they have access.

Note:

Planning and Essbase do not use member-level security at this time.