During implementation, you prepare your Oracle Application's Cloud Service for the Service Users. The decisions made during this phase determine how you manage users by default. Most of these decisions can be overridden. However, for efficient User Management, Oracle recommends that you configure your environment to reflect both enterprise policy and support most or all users.
For more information, see the View List of Application Users and User Roles and Privileges.
During implementation, you can use the Create User task to create Test Service Users. By default, this task creates a minimal person record and a user account. After implementation, you should use the Hire an Employee Task to create Service Users. The Create User Task is not recommended after the implementation is complete.
For more information, see Create Application Users.
This section describes the CFECS User Roles and Privileges.
In the CFECS, users have roles through which they gain access to functions and data. Users can have any number of Roles.
The following figure shows the User Persona Details:
Role-based security in OFS CFECS controls who can do what and which data.
The following table provides examples of role-based access.
Role Assigned to a User |
Functions which Users with this Role can Perform |
Set of Data which Users with the Role can Access when performing the Function |
Application Administrators |
Perform Application Administrator activities |
User Group with Administration Roles across all Service Features |
Business Users |
Access to the Application to perform tasks |
User Group with Business Tasks' Roles across all Service Features |
The following User Roles are seeded in the Cash Flow Engine Cloud Service to facilitate the activities expected from the users mapped to the seeded User Groups:
· CFE Administrator
· CFE Analyst
· CFE Auditor
· CFE BI Data Steward
· CFE BI Analyst
· CFE BI Auditor
· CFE BI LOB Head
In addition to this, Custom User Roles can be created and managed as per requirement.
The user roles CFE Administrator, CFE Analyst, and CFE Auditor are required to access the main application for view, edit and other purposes, based on the User Persona accessing the same. An Analyst User Persona can view all CFE screens and Edit-specific screens. Similarly, an Admin Persona can view and edit all CFE screens. These different Persona tasks are facilitated by the User Roles. Thus, these User Roles facilitates the accesses and activities for the corresponding User Groups. Thus, these three User Roles facilitates the accesses and activities for the corresponding User Groups that are mentioned in the following table.
The User Roles of - CFE BI Data Steward, CFE BI Analyst, CFE BI Auditor and CFE BI LOB Head - are seeded BI Roles to be used for the users to access the Analytics Menu in the CFE Application. These four roles are created to facilitate Analytics access for four different types of User Persona. These roles can be mapped to any User Group to provide the Analytics access to users under the User Group.
The following table provides the information on the User Groups and related activities.
User Groups |
Activities |
IDCS User Groups |
|
Identity Administrator |
· View Reports · View Object Storage · View OAuth Credentials · Perform Identity and Access Management Operations |
IDCS Administrator |
· Create Users · Map Users to the Instance |
Cash Flow Engine User Groups |
|
CFE Admin Group |
· Configure the Folders · Configure Application, Global and User Preferences · View or Edit Cash Flow Engine Configuration Parameters |
CFE Analyst Group |
· Extend Data Model · Setup Dimension Management · Create/import members · Create/import hierarchy · Setup Interest rate curve · Setup Currency · Setup Economic Indicators · Setup Holiday Calendar · Setup Behavior Pattern · Setup Repricing Pattern · Prepayment Rule · Prepayment Model · Forecast Rates · Discount Methods · Setup Filters · Cash Flow Process · Cash Flow Edits Configuration · Cash Flow Edits Process · Data File Specification · Data Loader · Create and Execute Batches · Generate Reports |
CFE Auditor Group |
· Review/Analyze Results · Review Process Logs · View reports |
Scheduler Service User Groups |
|
Job Administrator Group |
Manage jobs |
Scheduler Administrator Group |
Manage batches |
BI User Groups |
|
CFE BI Data Steward |
· Launch OAS from LHS · Allows users to create data visualizations, load data for data visualizations, and explore data visualizations |
CFE BI Analyst |
· Launch OAS from LHS · Allows users to create data visualizations, load data for data visualizations, and explore data visualizations |
CFE BI Auditor |
· Launch OAS from LHS · Allows users to create data visualizations |
CFE BI LOB Head |
· Launch OAS from LHS · Allows users to create data visualizations |
In addition to this, Custom User Groups can be created and managed as per requirement.