1. Welcome to Security Management System

Welcome to the Security Management System (SMS) User Guide. It provides an overview to the module and takes you through the various steps involved setting up and using the security features that Oracle offers.

This document is intended for Oracle Implementers, SMS Administrator for the Bank, SMS Administrator for the Branch, and an Oracle user.

1.2 Role

It is likely that users working in the same department at the same level of hierarchy need to have similar user profiles. In such cases, you can define a Role Profile that includes access rights to the functional activities that are common to a group of users. A user can be linked to a Role Profile by which you give the user access rights to all the functional activities in the Role Profile.

The roles defined is effective only after the dual authorization.

1.2.1 Role Summary

The summary screen provides a list of configured roles. You can configure a role using the Role Maintenance.

1.2.1.1 How to reach here:

Security Management > View Roles

Field

Description

Role Code

Displays the code of the role.

Description

Displays additional details about the role.

Status

Displays the status of the role.

1.2.1.2 Searching a Record

1.2.2 Role Maintenance

The maintenance screen allows you to create roles and assign their activities.

1.2.2.1 How to reach here:

Security Management > Role Maintenance

1.2.2.2 How to create a role:

  1. In the Role Maintenance screen, click New to enable the fields.
  2. Provide the require details:

Role Activity

  1. Click + to add a functional activity code and select the required functional activities to which the role profile must have access. For more information on functional activity, see Functional Activity.
  2. Click Save to save the details.

1.3 User

Controlled access to the system is a basic parameter that determines the robustness of the security in banking software. Only authorized users can access the system with the help of a unique User Login ID and password. The user profile of a user contains the details of the user in four sections - User details, Status, Other details and User role branches.

1.3.1 User Summary

The summary screen provides a list of configured users. You can configure a user using the User Maintenance.

1.3.1.1 How to reach here:

Security Management > View Users

Field

Description

User Login ID

Displays the user login ID details.

User Name

Displays the user who has created the record.

Home Branch

Displays the details of the home branch associated with the user.

Status

Displays the status of the record.

1.3.1.2 Searching a Record

1.3.2 User Maintenance

The maintenance screen allows you to create a user.

1.3.2.1 How to reach here:

Security Management > User Maintenance

1.3.2.2 How to create a user:

  1. In the User Maintenance screen, click New to enable the fields.
  2. Provide the require details:

User Details

Status

Other Details

User Role Branches

  1. Click + to add a row and provide the required details in the column:
  1. Click Save to save the details.

1.4 Functional Activity

SMS manages the user access by associating various functional activities to a role. Based on the business use cases, the granular level activities / operations are defined at Functional activity.

Following are the SMS related functional activities which must be mapped to a Role for Menu, Dashboard, User maintenance and Role maintenance related access:

Functional Activity

Description

SMS_FA_LOAN_DASH­BOARD_PREFERENCE

Functional activity for reading User Dashboard preference.

SMS_FA_LOAN_DASH­BOARD_PREFERENCE_PUT

Functional activity for updating User Dashboard preference.

SMS_FA_LOAN_DASH­BOARD_VIEW

Functional activity for reading User Dashboard tiles

SMS_FA_MENU_DASH­BOARD_VIEW

Functional activity for constructing menu.

SMS_FA_ROLE_AMEND

Functional activity for modifying a role record.

SMS_FA_ROLE_AUTHORIZE

Functional activity for authorizing a role record including Authority query and View changes.

SMS_FA_ROLE_CLOSE

Functional activity for closing a role record.

SMS_FA_ROLE_REOPEN

Functional activity for reopening a role record.

SMS_FA_ROLE_VIEW

Functional activity for viewing a role record including role LOV validation.

SMS_FA_ROLE_DELETE

Functional activity for deleting a role record.

SMS_FA_ROLE_NEW

Functional activity for creating a role record.

SMS_FA_USER_AMEND

Functional activity for modifying a user record.

SMS_FA_USER_AUTHORIZE

Functional activity for authorizing a user record including Authority query and View changes

SMS_FA_USER_CLOSE

Functional activity for closing a user record.

SMS_FA_USER_DELETE

Functional activity for deleting a user record.

SMS_FA_USER_NEW

Functional activity for creating a user record.

SMS_FA_USER_REOPEN

Functional activity for reopening a user record.

SMS_FA_USER_VIEW

Functional activity for viewing a user record including user LOV validation.