Hide Companies Icon on Navigator and Welcome Springboard for Retail Banking

Companies is available as a default entity in Oracle CX Sales for Financial Services. If you intend to, you can hide it for Retail Banker and Retail Bank Manager in Oracle CX Sales for Financial Services.

Perform the following steps to hide the Companies icon on Navigator and Welcome Springboard:

1. Sign in to Oracle CX Sales using Sales Administrator role.

2. Create and activate a sandbox.

3. From Navigator, click Structure in Tools.

   Structure page opens.

4. Expand Sales, click Companies.

   Edit Page Entry: Companies page opens.

5. Set the value of Show on Navigator to EL Expression.

6. Edit the expression in the expression language as follows:

   Add: (!securityContext.userInRole['AFS_RETAIL_BANKER']) and (!securityContext.userInRole['AFS_RETAIL_BANK_MANAGER_JOB'])

   For example, if #{((Profile.values.ZCA_ALLOW_CLASSIC_INTERFACE ne 'Y') or (Profile.values.FND_CLASSIC_INTERFACE eq 'N'))} is the expression, change it to #{((Profile.values.ZCA_ALLOW_CLASSIC_INTERFACE ne 'Y') or (Profile.values.FND_CLASSIC_INTERFACE eq 'N'))) and (!securityContext.userInRole['AFS_RETAIL_BANKER']) and (!securityContext.userInRole['AFS_RETAIL_BANK_MANAGER_JOB'])}

   Note:

   Ensure that the initial expression is within a single parentheses and then add the two new expressions using and operator. For example, (entire_initial_expression) and (retail_banker_expression) and (retail_bank_manager_expression)

7. Click Validate and click OK.

8. Click Save and Close.

9. Repeat steps 4 to 10 for Services folder also in case the Service Offering is enabled.