1. Project Financial Control Agent Assistants
  2. Set Up Access and Security for the Project Contract and Sales Order Reconciliation Assistant

Set Up Access and Security for the Project Contract and Sales Order Reconciliation Assistant

This topic provides setup guidance for administrators who need to create, secure, test, and publish the Project Contract and Sales Order Reconciliation Assistant.

Before You Start

  • You must have access to AI Agent Studio.
  • You must know which users or roles should be able to use the assistant.
The assistant is delivered as a preconfigured template. Create your own agent team from the template, configure security, test the assistant with representative contracts, and publish the agent team.

Steps

  1. Go to AI Agent Studio.
  2. Open the preconfigured agent team templates.
  3. Locate the Project Contract and Sales Order Reconciliation Assistant template.
  4. Create an agent team from the template.
  5. Open the copied agent team.
  6. Review the assistant introduction and behavior.
  7. On the Security tab, add the predefined or custom roles that should have access to the assistant.
  8. Test the assistant using external project contracts in Draft or Under Amendment status.
  9. Confirm that the test contracts have signed ordering documents attached with titles and descriptions that allow the assistant to identify the correct document.
  10. Publish the agent team.

Required User Roles

Users must be assigned one of these predefined roles, or a custom role copied from one of these roles:
  • Customer Contract Administrator
  • Customer Contract Manager

Required Custom Role Configuration

If you use a custom role, configure the role with the required privileges and duty roles.

Function Security Policies

Add these functional privileges:
  • Edit Contract (OKC_EDIT_CONTRACT_PRIV)
  • Edit Contract by Web Service (OKC_EDIT_CONTRACT_VIA_WEB_SERVICE_PRIV)
  • Enable Sell Intent (OKC_MANAGE_CONTRACT_SELL_PRIV)
  • View Contract (OKC_VIEW_CONTRACT_PRIV)

Data Security Policy

Add this data security policy:
  • Grant on Contract
    • Data Resource: Contract Header for Table OKC_K_HEADERS_ALL_B
    • Data Set: Select by instance set
    • Actions: Update, View Contract, Read, Manage Contract
    • Condition: Access the contract for table OKC_K_HEADERS_ALL_B for the business units for which users are authorized

Role Hierarchy

Add these duty roles:
  • Contract Amendment (ORA_OKC_CONTRACT_AMENDMENT_DUTY)
  • Contract Authoring (ORA_OKC_CONTRACT_AUTHORING_DUTY)
  • Contract Search and View Access (ORA_OKC_CONTRACT_SEARCH_VIEW_DUTY)

User Setup

Assign the predefined or custom role to each user who needs to use the assistant.

In Manage Users, make sure each user has the required Resource Role and Organization setup so they can access contracts for the appropriate business units.

Associate the Role with the Agent Team

  1. Go to Navigator > Tools > AI Agent Studio.
  2. Open Agent Teams.
  3. Edit the agent team that contains the Project Contract and Sales Order Reconciliation Assistant.
  4. Click the Agent Team Settings icon.
  5. Open the Security tab.
  6. Add the predefined or custom role.
  7. Apply your changes.
  8. Update and publish the agent team.