About Security Roles
Many job roles and duty roles are predefined . The following table lists the main predefined job roles specific to this product area.
For a more complete list of job roles, refer to the Related Topics area for a link to the Security Reference for Fusion Sales and Service guide.
| Job Role | Description |
|---|---|
| Case Manager | A case manager is a senior case worker with supervisory responsibilities. The case manager is responsible for determining the best approach to difficult cases that require approvals or significant discretion. For example, where there have been overpayments to a benefit recipient that need to be covered, or where there are unusual case circumstances. The case manager is also responsible for coordinating care and benefits with external providers, such as foster care. |
| Case Worker | A case worker is responsible for day-to-day assistance for an individual, family, or group. Cases (which may be applications for benefits, reports of welfare issues or abuse, or other matters to investigate) are allocated to case workers, who are responsible for assessing the requirements of each case, identifying government programs or other resources (for example, community groups) which can assist, and following up to track progress and suggest alternative plans if required. Some government programs require case workers to work in the field. For example, locating people who require assistance such as the homeless, visiting less mobile members of the community such as elderly, and assessing benefit applicants and recipients living environments. |
In addition to the job roles, the following table lists the duty roles specific to the Service offering.
| Duty Role | Description |
|---|---|
| Case Execution | Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks. |
| Case Supervision | Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns, or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback. |
Resource Roles and Provisioning Rules for Service
Oracle provides resource roles for the Service offering which are used to provision the standard service job roles. Oracle also provides the role provisioning rules for these resource roles so that service users are automatically assigned the job and abstract roles they need.
These are the service role provisioning rules provided by Oracle, the condition that triggers the provisioning, and the job and abstract roles each rule provisions.
|
Provisioning Rule Name |
Condition |
Job or Abstract Roles Provisioned |
|---|---|---|
|
Service Vice President |
HR Assignment is Active Resource Role is Service Vice President |
Customer Service Manager Resource |
|
Service Administrator |
HR Assignment is Active Resource Role is Service Administrator |
Customer Relationship Management Application Administrator Resource |
|
Service Manager |
HR Assignment is Active Resource Role is Service Manager |
Customer Service Manager Resource |
|
Service Representative |
HR Assignment is Active Resource Role is Service Representative |
Customer Service Representative Resource |