Understand Role-Based Access and Security Considerations

Oracle CX Sales implements role-based access control (RBAC) to prevent unauthorized access to application resources.

Users gain access to application functions and data when they're assigned job and abstract roles, which correspond to their roles in your organization. Users can have any number of different roles, and this combination of roles determines the resources that the user can access. The job role providing the greatest level of access takes precedence.

Role-based security in Oracle Cloud applications controls who can do what on which set of data. You assign job and abstract roles directly to users. Duty roles are associated with job and abstract roles; they're not assigned directly to users. You can assign job and abstract roles to a user manually, when you create the user, or automatically, when you create role provisioning rules. For more information on the tasks that you perform to implement role-based controls so that users have appropriate access to Oracle CX Sales data and functions, see Oracle CX Sales Securing Sales and Service guide.

To specify security setting for the roles:

1. On the Navigator, click More.

2. In Configuration, click Application Composer.

   Application Composer Overview page opens.

3. Expand each object, click Security, and specify security settings.

The following table shows the roles in Financial Services.

Object	Application	Retail Banker	Retail Bank Manager	Commercial Banker	Commercial Bank Manager	Sales Admin for Financial Services
Financial Account	Common	View View All Update Update All	View View All Update Update All	View View All Update Update All	View View All Update Update All	Full
Transaction	Common	View View All	View View All	View View All	View View All	Full
Fin Account Contact	Common	View View All Update Update All	View View All Update Update All	Not applicable	Not applicable	Full
Financial Summary	Common	Full	Full	Full	Full	Full
Daily Balance	Common	View View All Update Update All	View View All Update Update All	View View All Update Update All	View View All Update Update All	Full
Case	Common	Full	Full	Not applicable	Not applicable	Full
CaseToContact	Common	Full	Full	Not applicable	Not applicable	Full
CaseToResource	Common	Full	Full	Not applicable	Not applicable	Full

For information on how you implement and manage users and roles in Oracle CX Sales, see Oracle CX Sales Getting Started with Your Sales Implementation guide.