Assign Data Security Policies Based on BU

The predefined roles don't have case visibility based on business unit (BU).

To assign the data security policies based on BU to your users:

1. In the Security Console, create a new job role and click Next.

   For more information about creating or editing a job role, see "Creating Job or Abstract Roles" in the Oracle Fusion Securing Sales and Service guide.

2. For the new job role created in the previous step, create a new data security policy by specifying the following attributes:

   • Give an appropriate name to the policy.

   • Select the following Data Resource: Cases.

   • Select the following Data Set: Select by instance set.

   • Select the following data condition :

     • Stores Case object data such as title, description, status, type, priority and its related information such as resources, category, queue across its life cycle. Cases will be for party types Contacts, Accounts or Households

3. Select the appropriate actions. Typically, you must select all actions except Delete.

4. Click OK and continue to the Users section of the process for creating a job role.

5. Add the users to whom you want to assign this data security policy.

6. Save the job role.