Oracle Fusion Transactional Business Intelligence Security

Oracle Fusion Transactional Business Intelligence is a real-time, self-service reporting solution.

All application users with appropriate roles can use Transactional Business Intelligence to create analyses that support decision making. In addition, business users can perform current-state analysis of their business applications using a variety of tools. These include Oracle Transactional Business Intelligence as the standard query and reporting tool, Oracle Analytics Answers, and Oracle Business Intelligence Dashboard tools. This topic summarizes how access is secured to Transactional Business Intelligence subject areas, Business Intelligence Catalog folders, and Business Intelligence reports.

Subject Areas

Subject areas are functionally secured using duty roles. The names of duty roles that grant access to subject areas include the words Transaction Analysis Duty (for example, Payables Invoice Transaction Analysis Duty).

The following table identifies the subject areas that predefined Financials job roles can access.

Financials Job Role	Subject Areas
Accounts Payable Manager	All Payables
Accounts Payable Specialist	All Payables
Accounts Payable Supervisor	Payables Invoices - Installments Real Time, Payables Payments - Disbursements Real Time, Payables Payments - Payment History Real Time
Accounts Receivable Manager	All Receivables
Accounts Receivable Specialist	All Receivables
Asset Accountant	Fixed Assets - Asset Depreciation Real Time, Fixed Assets - Asset Retirements and Reinstatements Real Time, Fixed Assets - Asset Source Lines Real Time, Fixed Assets - Asset Transactions Real Time, Fixed Assets - Asset Transfer Real Time
Asset Accounting Manager	All Fixed Assets
Budget Manager	Budgetary Control - Transactions Real Time
Cash Manager	All Cash Management
Expense Manager	All Expenses
Financial Analyst	All Financials
Financial Application Administrator	All Financials
Financial Integration Specialist	All Financials
General Accountant	General Ledger - Journals Real Time, General Ledger - Period Status Real Time
General Accounting Manager	All General Ledger, All Payables, All Receivables
Intercompany Accountant	Financials Common Module - Intercompany Transactions Real Time
Tax Accountant	Payables Invoices - Withholding Real Time, Receivables - Customer Account Site Tax Profile Real Time
Tax Administrator	Payables Invoices - Withholding Real Time, Receivables - Customer Account Site Tax Profile Real Time
Tax Manager	Payables Invoices - Withholding Real Time, Receivables - Customer Account Site Tax Profile Real Time, Receivables - Customer Tax Profile Real Time
Tax Specialist	Payables Invoices - Withholding Real Time, Receivables - Customer Account Site Tax Profile Real Time, Receivables - Customer Tax Profile Real Time

In addition, Oracle Fusion Cloud Financials includes predefined self-service reporting duties that provide access to Transactional Business Intelligence subject areas and drilldown pages. They can be used as building blocks to construct reporting roles to provide self service reporting access.

This table identifies the subject areas that predefined Financials self-service reporting duty roles can access.

Financials Self-Service Reporting Duties	Subject Areas
Budgetary Control Self Service Reporting Duty	All Budgetary Control
Cash Management Self Service Reporting Duty	All Cash Management
Expense Self Service Reporting Duty	All Expenses
Fixed Asset Self Service Reporting Duty	All Fixed Assets
General Ledger Self Service Reporting Duty	All General Ledger, Financials Common Module - Intercompany Transactions Real Time
Payables Self Service Reporting Duty	All Payables
Receivables Self Service Reporting Duty	All Receivables
Revenue Management Self Service Reporting Duty	All Revenue Management

Analyses fail if the user can't access all subject areas in a report.

Business Intelligence Catalog Folders

Business Intelligence Catalog folders are functionally secured using the same duty roles that secure access to the subject areas.

The following table identifies the folders that predefined Financials job roles can access.

Financials Job Role	Business Intelligence Catalog Folders
Accounts Payable Manager	Transactional Business Intelligence Payables
Accounts Payable Specialist	Transactional Business Intelligence Payables
Accounts Payable Supervisor	Transactional Business Intelligence Payables
Accounts Receivable Manager	Transactional Business Intelligence Receivables
Accounts Receivable Specialist	Transactional Business Intelligence Receivables
Asset Accountant	Transactional Business Intelligence Fixed Assets
Asset Accounting Manager	Transactional Business Intelligence Fixed Assets
Budget Manager	Transactional Business Intelligence Budgetary Control
Cash Manager	Transactional Business Intelligence Cash Management
Expense Manager	Transactional Business Intelligence Expenses
Financial Analyst	Transactional Business Intelligence Financials
General Accountant	Transactional Business Intelligence General Ledger
General Accounting Manager	Transactional Business Intelligence General Ledger
Intercompany Accountant	Transactional Business Intelligence Intercompany Accounting
Tax Accountant	Transactional Business Intelligence Transaction Tax
Tax Administrator	Transactional Business Intelligence Transaction Tax
Tax Manager	Transactional Business Intelligence Transaction Tax
Tax Specialist	Transactional Business Intelligence Transaction Tax

Business Intelligence Reports

Analyses are secured based on the folders in which they're stored. If you haven't secured Business Intelligence reports using the report privileges, then they're secured at the folder level by default. You can set permissions against folders and reports for Application Roles, or Users.

You can set permissions to:

• Read, Execute, Write, or Delete

• Change Permissions

• Set Ownership

• Run Publisher Report

• Schedule Publisher Report

• View Publisher Output