Confidential Attachments for Business Licenses

Agencies can now provide business license applicants with the option to limit access to sensitive documents, such as tax information, by indicating they are confidential. When an applicant uploads a confidential document during application intake, only agency staff with permissions, the applicants, and contacts with application access can view confidential attachments on the application. Only agency staff with access to confidential documents can upload confidential attachments or update the confidential designation, but confidential attachments are hidden from view by other agency staff and public users.

This example illustrates the Confidential switch used to indicate whether an attachment is confidential on an intake form.

Add Attachments Modal Page with Confidential Switch

This example illustrates the list of attachments for a business license transaction as viewed by agency staff with permissions to work with confidential documents.

Business License Transaction - Attachments Page

Applicants and agency staff with permissions can add confidential attachments on business license intake forms, and agency staff with permissions can add and manage confidential attachments on business license transactions and the business record.

Allows agency to maintain privacy for sensitive documents from staff that do not require access.

Steps to Enable

To enable confidential attachments for Business Licenses:

1. Navigate to Common Setup > Agency.
2. Select the agency row.
3. Click on the Features tab.
4. Click on the Business License Options link.
5. Under General Settings, enable the "Enable Confidential Attachments" switch.

Tips And Considerations

• Public users can only attach documents from the intake form; however, agency staff with access can attach and modify confidential flag post-submit.

• Public users with full and view/pay/ print will have access to confidential attachments.

• This is only available for Business Licenses.

• Once confidential attachments functionality is enabled, any attachment can be marked as confidential.

Key Resources

• See Implementing Permitting and Licensing, "Setting Up Business Licenses," Setting Up Agency-Level Options for Business Licenses on the Oracle Help Center.

• See Using Business Licenses, "Applying for a Business License," Completing an Application on the Oracle Help Center.

• See Using Business Licenses, "Managing Business License Applications," Completing an Application, Navigating to Business License Activity Details, and Working with Attachments on the Oracle Help Center.

• See Using Business Licenses, "Managing the Business License," Managing Business Information on the Oracle Help Center.

Access Requirements

The following roles agency staff roles have access to attach and modify the confidential flag after it is submitted:

• Auditor
• Business License Administrator
• Business License Analyst
• Business License Manager
• Business License Specialist
• Treasury Supervisor
• Treasury Administrator
• System Administrator