About CRM Partner Account-Team-Based Security for Oracle Fusion

Oracle Fusion CRM partner account team based security is applied when fusion channel account manager access partner owned opportunity/revenue. Partner channel account managers should be able to access all opportunities/revenue owned by the partner organization on whose partner account team they are a member of.

Configuring Partner Account-Team-Based Security

The session variable USER_PARTY_ID is the resource party Id that uniquely defines the login user. It is initialized via session Init Block GET_PARTY_ID and then used in partner account team based data security role.

BI Duty Roles Options

OBIA_PARTNER_TEAM_DATA_SECURITY is the internal BI Duty Role to define data filter for partner account team based data security. By default, it has one member BI Duty Role:

  • OBIA_PARTNER_CHANNEL_ACCOUNT_MANAGER_ANALYSIS_DUTY

This Duty Role controls which subject areas and dashboard content the user gets access to. And as a member of OBIA_PARTNER_TEAM_DATA_SECURITY, it ensures that the partner account team based data security filter is applied to all queries involving opportunity or 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.