Set Up Access and Security for the U.S. Federal Treasury Confirmation Assistant

This topic provides setup and security guidance for granting users access to the U.S. Federal Treasury Confirmation Assistant.

Before You Start

Set the Enable Security Console External Application Integration (ORA_ASE_SAS_INTEGRATION_ENABLED) profile option at the site level.

1. In the Setup and Maintenance work area, search for the Manage Administrator Profile Values task.

2. Search for the profile option code ORA_ASE_SAS_INTEGRATION_ENABLED.

3. Select the row for the Site profile level, and from the Profile Value drop-down list, select Yes.
4. Select Save and Close.

Set Up User to Configure the Assistant

Use these steps to create a custom role and set up the user who configures the U.S. Federal Treasury Confirmation Assistant.

1. In the Security Console, select Create Role.
2. In the Basic Information section of the custom role, enter these values:
   • Role name: Enter a name for the role, for example, Treasury Confirmation Assistant Administrator.
   • Role Code: Enter a unique role code according to your organisation’s naming standards.
   • Role Category: Financials – Job Roles
3. Select Enable Permission Groups and then select Next.
4. In Role Hierarchy > Roles and Privileges, add these duty roles:
   • ORA_FUN_MANAGE_FIN_AI_AGENT
   • ORA_FUN_MANAGE_FIN_AI_AGENT_HCM
5. In Role Hierarchy > Roles and Permission Groups, add this duty role:
   • ORA_DR_FAI_GENERATIVE_AI_AGENT_FIN_ADMINISTRATOR_DUTY
6. In Users, select Add User. Search for the user and then select Add User to Role to assign the custom role to the user.
7. Select Next.
8. Review the role configuration on the Summary page.
9. Select Save and Close.

This user can access the AI Agent Studio and create the agent using the U.S. Federal Treasury Confirmation template. When creating the agent, in the Security tab, this user can add the custom job role for the user who will run the agent.

Run Security Import Process

Run the required security import process to sync role assignments and application security data.

1. Go to Navigator > Tools > Scheduled Processes.
2. Select Schedule New Process and search for Retrieve Latest LDAP Changes.
3. Select Submit.

After the process completes successfully, the user that you set up in the preceding topic can configure the U.S. Federal Treasury Confirmation Assistant.

Set Up User to Run the Assistant

Use these steps to create a custom role and set up the user who runs the U.S. Federal Treasury Confirmation Assistant.

1. In the Security Console, select Create Role.
2. In the Basic Information section of the custom role, enter these values:
   • Role name: Enter a name for the role, for example, Treasury Confirmation Assistant User.
   • Role Code: Enter a unique role code according to your organisation’s naming standards.
   • Role Category: Financials – Job Roles
3. Select Enable Permission Groups and then select Next.
4. In Function Security Policies > Privileges, add these functional privileges:

   • Access FSCM Integration Rest Service privilege (FUN_FSCM_REST_SERVICE_ACCESS_INTEGRATION_PRIV)

     Note:

     This isn't required if the ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY role is already assigned to the job role or user.

   • Manage Federal Treasury Confirmation privilege (ORA_FV_FEDERAL_TREASURY_CONFIRMATION_PRIV)

     Note:

     This isn't required if the ORA_FV_FEDERAL_PAYABLES_MANAGEMENT_DUTY role is already assigned to the job role or user.

   • Submit Summary Schedules privilege (ORA_FV_SUBMIT_SUMMARY_SCHEDULE_PRIV)

     Note:

     This isn’t required if the ORA_FV_PAYMENT_ADMINISTRATION_DUTY role is already assigned to the job role or user.

   • Confirm Treasury Schedules privilege (ORA_FV_TC_CONFIRM_PRIV)

     Note:

     This isn’t required if the ORA_FV_PAYMENT_ADMINISTRATION_DUTY role is already assigned to the job role or user.

5. In Role Hierarchy > Roles and Permission Groups, add this duty role:

   • Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY)

6. Select Save and Close.

Configure the U.S. Federal Treasury Confirmation Assistant

1. Go to Navigator > Tools > AI Agent Studio.
2. Search for the U.S. Federal Treasury Confirmation assistant, then select Use Template.
   Note: You can also select Copy Template to use predefined values. If you select Copy Template, it’s recommended that you enter a number for the suffix to indicate the version, such as 1, 2, 3, and so on.
3. Enter the details in each tab.
4. In the Security tab, assign the custom job role for the user who will use the assistant, and then select Apply.
5. Select Update.
6. Select Publish.
7. Go to Agent Teams. Search for and open the newly created agent team, and then verify that the status is published.