How Reporting Data Is Secured

The data that's returned in Oracle Transactional Business Intelligence reports is secured in a similar way to the data that's returned in application pages.

Data access is granted by roles that are linked to security profiles. This topic describes the part played by Transaction Analysis Duty Roles in securing access to data in Transactional Business Intelligence reports. It also describes how to enable this access in custom job roles.

Transaction Analysis Duty Roles

Each of the Transaction Analysis Duty roles providing access to subject areas and Business Intelligence Catalog folders is granted one or more data security policies. These policies enable access to the data.

Custom Job Roles

If you create a custom job role with access to Transactional Business Intelligence reports, then you must give the role the correct duty roles. Your custom role must have both the OBI and Financials versions of the Transaction Analysis Duty roles. These duty roles ensure that your custom job role has the function and data security for running the reports.

For example, if your role must access the Fixed Asset Transaction Analysis subject areas, then it must inherit the duty roles described in the following table:

Duty Role

Version

Fixed Asset Transaction Analysis Duty

OBI

Fixed Asset Transaction Analysis

Financials

The Fixed Asset Transaction Analysis Duty role is granted relevant data security policies and inherits Business Intelligence Consumer Role.