Field Level Security

Two new security groups were created to demonstrate the three levels of field security supported in OIPA: visable and editable, hide field value and disable field value.

Configuration Requirements

  • Security Groups: Two security groups were created and assigned various levels of field security.
    • Prototype Analyst – Primary Company: Prototype Company.
      • Access has been granted to all company pages for the Prototype Company unless noted otherwise.

      • Access has been granted to all plan pages for the Functional Prototype Plan unless noted otherwise.

      • Access has been granted to all plan pages for the Dynamic Prototype Plan unless noted otherwise.

      • Access has been granted to all transactions for the Functional Prototype Plan unless noted otherwise.

      • Access has been granted to all transactions for the Dynamic Prototype Plan unless noted otherwise.

    • Prototype Tester – Primary Company: Prototype Company

      • Access has been granted to all company pages for the Prototype Company unless noted otherwise.

      • Access has been granted to all plan pages for the Functional Prototype Plan unless noted otherwise.

      • Access has been granted to all plan pages for the Dynamic Prototype Plan unless noted otherwise.

      • Access has been granted to all transactions for the Functional Prototype Plan unless noted otherwise.

      • Access has been granted to all transactions for the Dynamic Prototype Plan unless noted otherwise.

Each security group has security applied to specific fields to demonstrate the various levels of field security. An explanation of the field security is provided below.

Prototype Analyst

  • Prototype Company - ClientScreen. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Company Security | Company Pages | Prototype Company | Client.
    • TaxID: Hide field value. Click the Fields pane and scroll down to the TaxID field. Hide field value is selected in the Security drop down box for that field.
  • Prototype Company - ClientAddressScreen. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Company Security | Company Pages | Prototype Company | ClientAddress.
    • ExpirationDate: Disable field value. The calendar button will not be displayed in OIPA.
    • FaxNumber: Hide field value.
  • Prototype Company - SuspenseScreen. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Company Security | Company Pages | Prototype Company | SuspenseRecord.
    • BankName: Disable field value. This is a configured fixed field.
    • BankNumber: Hide field value. This a configured fixed field.
  • DynamicPrototype Plan - PolicyScreen. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Plan Security | Prototype Child Company| Dynamic Prototype Plan | Plan Pages | Policy.
    • PolicyName: Hide field value. This is a fixed field.
    • PlanDate: Disable field value. This is a fixed field.
  • DynamicPrototype Plan - SegmentScreen. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Plan Security | Prototype Child Company| Dynamic Prototype Plan | Plan Pages | Segment.
    • SegmentAmount: Disable field value. The currency drop down box will be disabled in OIPA as well.
  • FunctionalPrototype Plan - IdentifierFields transaction. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Transaction Security | Prototype Child Company| Functional Prototype Plan | IdentifierFields
    • FieldID: Hide field value.
    • ClientID: Disable field value.
  • FunctionalPrototype Plan - ContractSign transaction. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Transaction Security | Prototype Child Company| Functional Prototype Plan | ContractSign
    • OpenDate: Disable field value.
    • DueDate: Hide field value.
  • FunctionalPrototype Plan - StatusChange transaction. Navigate to Admin Explorer | Security | Application Security | Prototype Analyst | Transaction Security | Prototype Child Company| Functional Prototype Plan | StatusChange
    • NewStatus: Disable field value.

Prototype Tester

  • FunctionalPrototype Plan - StatusChange transaction. Navigate to Admin Explorer | Security | Application Security | Prototype Tester | Transaction Security | Prototype Child Company| Functional Prototype Plan | StatusChange
    • NewStatus: Disable field value.
  • FunctionalPrototype Plan - ContractSign transaction. Navigate to Admin Explorer | Security | Application Security | Prototype Tester | Transaction Security | Prototype Child Company| Functional Prototype Plan | ContractSign
    • Access was not granted for this transaction.
  • PrototypeCompany - Client. Navigate to Admin Explorer | Security | Application Security | Prototype Tester | Company Security | Company Pages | Prototype Company | Client
    • Access was not granted for this page.
  • Dynamic Prototype Plan - PolicySegment. Navigate to Admin Explorer | Security | Application Security | Prototype Tester | Plan Security | Prototype Child Company | Dynamic Prototype Plan | Plan Pages |PolicySegment.
    • Access was not granted for this page.