Oracle Fusion CRM partner channel based security is applied when fusion channel administrator or channel operation manager access partner owned leads and opportunity/revenue. For leads, this means user can see all the leads that have sales channel stamped as indirect or partner. For opportunity/revenue, this means that user can access all opportunities (and associated revenue) that have a partner assigned to them.
Configuring Partner Channel Based Security
There is no session variable involved in the setting up for this data security.
BI Duty Roles Options
OBIA_PARTNER_ALL_INDIRECT_TRANSACTIONAL_DATA_SECURITY is the internal BI Duty Role used to define data filter for partner channel based data security. And by default, it only has one member Duty Role:
OBIA_PARTNER_CHANNEL_ADMINISTRATIVE_ANALYSIS_DUTY
This Duty Role controls which subject areas and dashboard content the user gets access to. And as a member of OBIA_PARTNER_ALL_INDIRECT_TRANSACTIONAL_DATA_SECURITY, it ensures the partner channel based data security filter is applied in all queries involving lead or opportunity/revenue.
For more information about how to define new groups and mappings for Users and BI Roles, see How to Define New Groups and Mappings for Users and BI Roles.