Buyer Onboarding Assistant Security Setup

To give users access to the Buyer Onboarding Assistant, create a custom job role and add the Buyer Assistant Management Duty to the role. Oracle doesn't provide a predefined Payment Program Manager job role.

If a user also needs access to the Payment Execution, Payment Options, and Supplier Offers assistants, assign the Payment Specialist job role in addition to the custom job role.

The Buyer Assistant Management Duty (ORA_AP_BUYER_ASSISTANT_MANAGEMENT_DUTY) provides the runtime, payment program, and payment setup inquiry access required by the Buyer Onboarding Assistant.

Child Duty	Code	Provides
Financials Intelligent Agent Runtime Duty	ORA_FUN_FIN_AI_AGENT_RUNTIME_DUTY	Access to the Financials Intelligent Agent chat interface.
Fai Genai Agent Runtime Duty	ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY	Runtime invocation of the assigned agents.
Financing Program Creation Duty	ORA_DR_AP_FINANCING_PROGRAM_CREATION_DUTY	Creation of financing programs and related details.
Financing Program Details Inquiry Duty	ORA_DR_AP_FINANCING_PROGRAM_DET_INQUIRY_DUTY	Review of financing program details, Virtual Card programs, and funding card accounts.
Payments Disbursement Administration Inquiry	ORA_IBY_PAYMENTS_DISBURSEMENT_ADMIN_INQUIRY_DUTY	Review of disbursement configuration used for supplier payments.
Payments Connectivity Administration Inquiry	ORA_IBY_PAYMENTS_CONNECTIVITY_ADMIN_INQUIRY_DUTY	Review of transmission and connectivity configuration.
Payment Assistant Insights Duty	ORA_DR_AP_PAYMENT_ASSISTANT_INSIGHTS_DUTY	Viewing and acting on insights.
Payment Assistant Monitoring Prompt Management Duty	ORA_DR_AP_PAYMENT_ASSISTANT_MONITORING_PROMPT_MGT_DUTY	Management of the user's own monitoring prompts.

Create and Assign the Job Role

1. In the Security Console, go to the Roles page and select Create Role.
2. Enter a role name and role code according to your organization's naming standards. For example, enter Payment Program Manager as the role name. For Role Category, select Financials – Job Roles, select Enable Permission Groups, and then select Next.
3. On the Roles and Privileges page, select Add Role. Select the Buyer Assistant Management Duty (ORA_AP_BUYER_ASSISTANT_MANAGEMENT_DUTY), select Add Role Membership, and then select Next.
4. On the Roles and Permission Groups page, select Add Permission Group. Search for and select the Buyer Assistant Management Duty (ORA_AP_BUYER_ASSISTANT_MANAGEMENT_DUTY), add it to the role, and then select Next.
5. Review the role configuration and select Save and Close.
6. Assign the new job role to users who will onboard and manage payment programs. Grant each user the required business unit data access for the custom job role. For more information, see Assign Business Unit Data Access in Payments Agent Security Setup.
7. Run the Import User and Role Application Security Data and Retrieve Latest LDAP Changes processes, and then run Process Permission Group Policies. After the processes complete successfully, ask the user to sign out and sign in again.