This user guide 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.
This section contains the following topics:
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.
The summary screen provides a list of configured roles. You can configure a role using the Role Maintenance.
Security Management > Role > View Role
Field |
Description |
Role Code |
Displays the code of the role. |
Description |
Displays additional details about the role. |
Status |
Displays the status of the role. |
The maintenance screen allows you to create roles and assign their activities.
Security Management > Role > Create Role
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.
The summary screen provides a list of configured users. You can configure a user using the User Maintenance.
Security Management > User > View User
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. |
The maintenance screen allows you to create a user.
Security Management > User > Create User
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 |
Functional activity for reading User Dashboard preference. |
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Functional activity for updating User Dashboard preference. |
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Functional activity for reading User Dashboard tiles. |
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Functional activity for constructing menu. |
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Functional activity for modifying a role record. |
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Functional activity for authorizing a role record including Authority query and View changes. |
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Functional activity for closing a role record. |
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Functional activity for reopening a role record. |
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Functional activity for viewing a role record including role LOV validation. |
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Functional activity for deleting a role record. |
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Functional activity for creating a role record. |
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Functional activity for modifying a user record. |
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Functional activity for authorizing a user record including Authority query and View changes. |
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Functional activity for closing a user record. |
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Functional activity for deleting a user record. |
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Functional activity for creating a user record. |
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Functional activity for reopening a user record. |
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Functional activity for viewing a user record including user LOV validation. |