Data Security
Here you'll understand the data security for customer channel flows.
Data security consists of controlling access to data through various policies.
- Transactional users with access to transactional pages and scheduled processes must have data access through BUs.
- Administrators with access to the Functional Setup Manager pages must have data access through Reference Sets.
Note: If you already use Deductions and Settlement, then you must add the reference data set
access to existing users. If you are a first time implementer of customer channel flows,
then you must provide business unit and reference data set access to your users.
Implementation users always access to both the business unit and the reference data
set.
Data Security Policy | Code | Description | Assigned to Duty Role |
---|---|---|---|
Manage Channel Claims Data | CJM_MANAGE_CHANNEL_CLAIMS_DATA | Controls user access to channel claims of the business units they are authorized for. |
Channel Claims Manager |
Manage Channel Program Data | CJM_MANAGE_CHANNEL_PROGRAMS_DATA | Controls user access to channel programs of the business units they are authorized for. | Customer Channel Program Management |
Manage Customer Trade Profile Data | CJM_MANAGE_CUSTOMER_TRADE_PROFILE_DATA | Controls user access to customer trade profile of the business units they are authorized for. | Channel Claims Manager |
View Customer Account Data | HZ_VIEW_CUSTOMER_ACCOUNT_DATA | Allows viewing customer account data for all customer accounts in the enterprise. | Customer Channel Program Manager |
View Customer Account Relationship Data | HZ_VIEW_CUSTOMER_ACCOUNT_RELATIONSHIP_DATA | Allows viewing customer account relationship data for the reference data sets for which they are authorized. | Channel Claims Manager Customer Channel Program Manager |
View Customer Account Site Data | HZ_VIEW_CUSTOMER_ACCOUNT_SITE_DATA | Allows the management of customer account site data for the reference data sets for which they are authorized. If assigning, also assign the ability to view customer account site use data. |
Channel Claims Manager Customer Channel Program Manager |
View Customer Account Site Use Data | HZ_VIEW_CUSTOMER_ACCOUNT_SITE_USE_DATA | Allows viewing customer account site use data for the reference data sets for which they are authorized. | Channel Claims Manager Customer Channel Program Manager |
View Item Basic Data | EGO_VIEW_ITEM_BASIC_DATA | Allows access to query and view item basic information including attributes, attachments, organizations, suppliers, relationships, and other related information. | Customer Channel Program Management Duty Channel Claims Management Duty |
View Trading Community Organization Data | HZ_VIEW_TRADING_COMMUNITY_ORGANIZATION_DATA | Allows viewing trading community organization data for all organizations in the enterprise. Allows viewing trading community organization data where they are a member of the partner organization. | Customer Channel Program Manager |