4 Configuring Security Attributes

Use the Security Attributes to map user groups with business domains, jurisdictions, and case types. This determines the access privileges users have and which activities they may perform. User groups must be mapped with the following attributes:

·        Jurisdictions

·        Business Domains

NOTE:   

If your firm has enabled the Compliance Regulatory Reporting application, you can optionally map user groups to a Report Type, used to access the CRR Report in Case Investigation.  CRR Reports can be generated without mapping the Report Type attribute, but cannot be viewed unless a Report Type has been mapped.

If your implementation is using Case Manager, you must also  map user groups to a Case Type. Investigation Hub does not currently support Case Type mapping.

Before mapping security attributes, you must complete the following:

a.     Create users.

b.     Map users to user groups.

c.     Create business domains.

d.     Create jurisdictions.

Mapping Security Attributes

To map user groups to security attributes, follow these steps:

1.     Navigate to the Case Security Mappings page.

2.     Select the User Group that you want to map with the Security Attributes (Jurisdiction, Business Domain, and Case Type) from the Select User Group drop-down list.

3.     Map one or more Jurisdictions to a User Group by moving the jurisdiction from the Available Jurisdictions list to the Selected Jurisdictions list. This allows users in this user group to access cases that belong to the mapped jurisdiction.

4.     Map one or more Business Domains to a User Group by moving the Business Domain from the Available Business Domains list to the Selected Business Domains list. This allows users in this user group to access cases that belong to the mapped Business Domain.

Optional:  Map one or more Case Types to a User Group by moving the Case Type from the Available Case Types list to the Selected Case Types list. This allows users in this user group to access cases that belong to the mapped Case Type.

Optional: Map one or more Report Types to a User Group. For mapping, move the Report Type from the Available Report Types list to the Selected Report Types list. This allows users in this user group to access cases that belong to the mapped Report Type.

5.     Click Save   .  The changes are saved and users in the selected user group will be updated.

Reset  discards the changes you've made and resets the contents to their original state.  Saved changes cannot be reset using this option. This is applicable only when you are editing and want to reset the data.