About CRM Resource Organization-Based Security for Oracle Fusion

Oracle Fusion CRM resource organization-based security is applied when the Fusion marketing managers or marketing operational managers access marketing campaigns. It provides BI Users with access to all marketing campaigns primarily owned by their organizations or child organizations.

Configuring Resource Organization Based Security

There are two session variables used in resource organization based data security role.

  • RESOURCE_ORG_LIST contains the list of resource organization id that the login user belongs to. It is initialized via Init Block 'Resource Org List'.

  • RESOURCE_ORG_HIER_LEVEL_LIST contains the list of levels of resource organization hierarchy. It is initialized via Init Block 'RESOURCE_ORG_HIER_LEVEL_LIST'.

BI Duty Roles Options

OBIA_RESOURCE_ORGANIZATION_HIERARCHY_DATA_SECURITY is the internal BI Duty Role to define data filter for resource organization hierarchy based data security. By default, it has the following members:

  • OBIA_MARKETING_OPERATIONAL_ANALYSIS_DUTY

  • OBIA_MARKETING_MANAGERIAL_ANALYSIS_DUTY

These Duty Roles control the subject areas and dashboard content to which the user has access. And as members of OBIA_RESOURCE_ORGANIZATION_HIERARCHY_DATA_SECURITY, they also ensure the primary resource organization hierarchy based data security filters are applied to all the queries involving marketing campaign.

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.