Activating Payment Security

To define security user assignments, use the Security User Assignment component (PMT_SEC_USER_GBL).

To define payment security rules, use the Payment Security Rules component (PMT_SEC_RULE_GBL).

This topic discusses how to enable payment security.

Page Name

Definition Name

Usage

Security Options Page

PMT_SEC_OPTIONS

Activate payment security based on user or role and enable payment fields.

Use the Security Options page (PMT_SEC_OPTIONS) to activate payment security based on user or role and enable payment fields.

Navigation:

Financial Gateway > Security > Security Options

This example illustrates the fields and controls on the Security Options page. You can find definitions for the fields and controls later on this page.

 Security Options page

Field or Control

Description

Enable Payment Security

The options are:

  • On: Select to activate payment security. When payment security is activated, payment security options can be used to more narrowly define aspects of payment security.

  • Off: Select to disable payment security. Doing so allows users that have access to the payment review and processing pages to access all payment information in the Financial Gateway.

Apply Rules Based On

If payment security is enabled, determine whether the security rules are enforced based on the user identity or role. This is a system-wide option and is not based on business unit or SetID. In addition, it is not possible to base security on a combination of role and user; you must base it on role or identity.

Secured Fields

Lists the fields on which you want to base your system's payment security. For example, by enabling the BANK_ACCT_KEY field, you can then define a user's access to payment information based on specific bank accounts (on the Security Rules page), limiting them to payment information for only those accounts.

Fields not enabled on this page will not be available for selection in the Field Name field of the Security Rules page. The options are:

  • BANK_ACCT_KEY: Bank Account to which the payments are being sent.

  • BANK_CD: Bank code

  • BUSINESS_UNIT: Business unit.

  • CREATED_BY_USER: User that created the payment.

  • FROM_BNK_ACCT_NUM: The originating bank account.

  • FROM_BNK_ID_NBR: The originating bank's ID number.

  • PMT_SOURCE: Payment Source—application from which the payment originated.