Extending Predefined Roles

This section describes suggested extended roles for your CX for Utilities solutions that enable account creation and maintenance. If you create additional custom roles during your implementation process, you must review user synchronization configuration, as adjustments might be required so that users assigned to custom roles are propagated to your Oracle Utilities customer information system and to CX Industry Framework, as required.

For specific instructions and information about creating and managing roles in Oracle Fusion, see the following topics in the Securing Applications Guide, available in the Oracle Help Center:

• Data Security Policies

• Role Provisioning, Role Assignments, and Role Configuration

To set up security for your service agents, you must update the access for each of the following roles, as needed, using the steps below:

• ORA_UER_UTILITIES_CUSTOMER_SERVICE_MANAGER_JOB

• ORA_UER_UTILITIES_CUSTOMER_SERVICE_ADMINISTRATOR_JOB

• ORA_UER_UTILITIES_CUSTOMER_SERVICE_REPRESENTATIVE

This step is not required for CX for Utilities Sales users.

You must have access to the IT Security Manager job role to perform the following steps.

To update access:

1. Sign in to the Oracle Fusion Applications as an administrator.

2. Navigate to Sales and Service Access Management.

3. In the Configure Groups tab, search for the role you want to use. For example, search for Utilities Customer Service Representative.

4. In the Search Results region, drill down to the group.

5. Select Object Rules.

6. Select the object you want and click Search. For example, select Account.

7. You can view existing access rules for any of your Role based groups for the object.

8. To add a new access rule, click the Add Rule button.

9. Using the table below as a guide, select the designated rules for each object mentioned.

10. Click Apply after each selection.

11. Click Done.

12. On the Edit Access Group screen, click Save And Close.

13. Click Object Rules, then click Actions and select Publish Rules.

14. Refresh your screen to confirm the rules are published. This might take several minutes.

15. Complete these steps for each role.

Object	Rule	Access Level	Purpose
Account	All Accounts	Full	To be able to do CRUD operations to Accounts.
Contact	All Contacts	Full	To be able to do CRUD operations to Contacts.
Contact	Person Home Phone and Personal Email	Full	To be able to do CRUD operations to Personal Email (with purpose PERSONAL). To be able to do CRUD operations to Home Phone (with purpose PERSONAL or phone type HOME).
Contact	Person Social Security Number	Full	To be able to do CRUD operations to SSN/Tax Number.
Contact	Person Address	Full	To be able to do CRUD operations to Home Address (with site use HOME).
Contact	Person Additional Identifier Person Citizenship Number Person Mobile Phone Number	Full