Overview of Financial Reporting Security
Security for financial reporting uses Role Based Access Control, which has the following components:
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Users with roles.
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Roles that grant access to functions and data.
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Functions and data access that is determined by the combination of role.
Data security, which controls what action can be taken against which data, can also be applied to financial reporting. Data security is managed using:
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Data Access Sets:
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Are defined to grant access to a ledger, ledger set, or specific primary balancing segment values associated with a ledger.
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Permit viewing of journals, balances, and reports.
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Segment Value Security Rules:
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Are set up on value sets to control access to parent or detail segment value for chart of accounts segments.
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Restrict data entry, online inquiry, and reporting.
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