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