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Siebel CRM Siebel Security Guide
Siebel Innovation Pack 2017, Rev. A
E24814-01
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Seed Responsibilities

Responsibility records are provided as seed data, as described in Table B-4. Responsibilities provided for the seed data User records allow users to see views intended for anonymous browsing, including views from which users can self-register or log in. Other responsibilities are assigned programmatically to self-registering users or are assigned to users manually by internal administrators or delegated administrators.


Note:

For all responsibilities provided in seed data, refer to those listed in the Siebel application.

Table B-4 Responsibilities Seed Data

Name Organization Description Used by These Applications

Web Anonymous User

Default Organization

Views provided for anonymous browsing

Customer applications

Web Registered User

Default Organization

Views provided for a typical registered user

Customer applications

Web Delegated Customer Administrator

Default Organization

Includes views in the Web Registered User responsibility plus views for administering users

Customer applications

Web Corporate User

Default Organization

Views for eSales corporate user

Siebel eSales

Web Purchasing Manager

Default Organization

Views for eSales purchasing manager

Siebel eSales

Unregistered Partner Agent

Default Organization

Views provided for anonymous browsing

Siebel Partner Portal

Self-Registered Partner Agent

Default Organization

Limited set of views provided for a user who self-registers

Siebel Partner Portal

Partner Relationship Manager

Default Organization

Views for Siebel Partner Portal partner relationship manager

Siebel Partner Portal

Partner Operations Manager

Default Organization

Views for Siebel Partner Portal partner operations manager, including views for administering users

Siebel Partner Portal

Partner Sales Manager

Default Organization

Views for Siebel Partner Portal partner sales manager

Siebel Partner Portal

Partner Sales Rep

Default Organization

Views for Siebel Partner Portal partner sales rep

Siebel Partner Portal

Partner Service Manager

Default Organization

Views for Siebel Partner Portal partner service manager

Siebel Partner Portal

Partner Service Rep

Default Organization

Views for Siebel Partner Portal partner service rep

Siebel Partner Portal

Web Training Manager

Default Organization

Views that allow an administrator to see his or her direct reports' course and curriculum enrollment information

Siebel Training

Training Administrator

Default Organization

Views that allow administration of courses and enrollees

Siebel Training


Seed Responsibilities for Siebel Financial Services Applications

Table B-5 lists additional seed responsibilities that are provided with Siebel Financial Services applications. Although the seed responsibilities are also included with Siebel Financial Services applications, those responsibilities do not include views specific to Siebel Financial Services applications.

No additional seed responsibilities are provided for registered partner users of Oracle's Siebel Financial PRM. You must build responsibilities for registered partner users based on their various business roles. You can create new responsibilities, or you can copy and modify seed responsibilities for partner users. For information about creating and modifying responsibilities, see Chapter 9, "Configuring Access Control".

Table B-5 Seed Responsibilities

Name Organization Description and Comments Used by These Applications

Unregistered Customer

Default Organization

Views provided for anonymous browsing.

Siebel Financial Services customer applications, except Siebel Events Manager for Finance.

For Siebel Events Manager for Finance, use Web Anonymous User instead.

Registered Customer


Views for a typical registered user.

Associate Default Organization with this responsibility before assigning this responsibility to a user.

Siebel Financial Services customer applications, except Siebel Events Manager for Finance.

For Siebel Events Manager for Finance, use Web Registered User instead.

ERM AnonUser

Default Organization

Views provided for anonymous browsing.

Siebel Financial Services ERM.

ERM User

Default Organization

Views for a typical registered user.

Siebel Financial Services ERM.

ERM Manager

Default Organization

Views for employee management.

Assign this responsibility to managers in addition to a responsibility that contains views for a regular user.

Oracle's Siebel Financial Services ERM.


Listing Views Associated with Responsibilities

The following procedure describes how to list the views associated with a specific responsibility.

To list the views associated with a responsibility 

  1. Navigate to the Administration - Application screen, then the Responsibilities view.

  2. In the Responsibilities list, select a responsibility.

    The views for the responsibility appear in the Views list.