Configure the Integration with the Security Console

You can use the Security Console to perform unique configurations to your integration, such as restricting access to specific users are particularly administration roles to the Customer Matching UI, and so on.

Perform the following tasks in Oracle CX Sales after you have successfully imported Oracle E-Business Suite items. To create and use a custom role do the following:

1. Click Navigator, and select Security Console.

2. Click the Create Role button, and add the information contained in the following table.

   Note: When assigning a role, consider the following: assigning a role to a specific matching user allows individual users who have been assigned that role to perform customer matching. Assigning the role to an existing role hierarchy allows the group of users contained within the role hierarchy to perform customer matching.

   Field	Value
   Role Name	Customer Matching Admin
   Role Code	INT_Customer_Matching_Admin_Role
   Role Category	CRM - Job Roles
   Description	Custom role for granting the access to perform customer matching.

   After you have created the Customer Matching Admin role using Security Console, the role is exposed in Application Composer. You can then assign privileges which allow the role to view custom objects. To assign privileges, see the following procedure.

Defining Security Policies for a Custom Object

To define security policies for a custom object, do the following:

1. Click Navigator, and select Application Composer.

2. From the Application drop-down list, select the relevant application.

3. Expand the Custom Objects node, and then expand the relevant object.

4. Click Security, and then in the Define Policies: Object_name page, select the appropriate check boxes for the privileges you want the role to have for the object, and then click Save and Close.