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, particularly to administration roles with the Customer Matching user interface, and so on.

Perform the following tasks in Oracle CX Sales after you have successfully imported JD Edwards EnterpriseOne items.

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 assigning a role to a specific matching user. This enables individual users who have been assigned that role to perform customer matching. Assigning the role to an existing role hierarchy enables the group of users contained within the role hierarchy to perform customer matching.

   The following table lists the information required to create the Customer Matching Admin role.

   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 required 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 enable the role to view custom objects.

Assigning Privileges to the Role

Use this procedure to assign privileges and define security policies to the new role.

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.