Setting Up Financial Gateway Security for Banking Pages

This topic describes how to use Financial Gateway security components to set up security for bank reconciliation pages.

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).

Before you begin, ensure that Cash Management is selected on the Installations Options - Products page.

Page Name

Definition Name

Usage

Security Options Page

PMT_SEC_OPTIONS

Activate security based on user or role and enable secured fields used on banking pages and components.

See also Activating Payment Security.

Security Rules Page

PMT_SEC_RULE

Define banking security rules that can be assigned to users or roles.

See also Creating Payment Security Rules.

Security Role Assignment Page

PMT_SEC_ROLE

Assign banking security rules to a role.

See Assigning Payment Security Rules.

Security User Assignment Page

PMT_SEC_USER

Assign banking security rules to a user.

See Assigning Payment Security Rules.

Use the Security Options page (PMT_SEC_OPTIONS) to activate security based on user or role and enable secured fields used on banking pages and components.

Navigation:

Financial Gateway > Security > Security Options

This example illustrates the fields and controls on the Security Options page.

 Security Options page

Field or Control

Description

Secured Fields

Select the check box for the field names you would like to secure. Fields not enabled on this page are not available for selection in the Field Name field on the Security Rules page.

The options for bank statement security are:

  • BANK_ACCOUNT_NUM: Bank account number.

  • BANK_ID_NBR: Bank ID.

You can use the following fields for both payment security in Financial Gateway and security on banking pages:

  • BANK_ACCT_KEY: Bank account to which payments are being sent.

  • BANK_CD: Bank code.

Use the remaining fields for payment security in Financial Gateway. For more information, seeActivating Payment Security.

Use the Security Rules page (PMT_SEC_RULE) to define banking security rules that can be assigned to users or roles.

Navigation:

Financial Gateway > Security > Security Rule > Security Rules

This example illustrates the fields and controls on the Security Rules page, showing a sample rule used for banking pages.

 Security Rules Page

Use the Sequence, Field Name, Operation, Value, Operator, and Open and Close fields to create rules that specifically define which payments are accessible to the roles or users to which the rules are assigned.

Use the open and close column fields for parentheses around SQL statements.

Field or Control

Description

Test Rule

Click to run a test on the validity of the rule's logic.