6 User Management

User Management in Oracle Financial Services Cloud (OFSC) includes on-boarding of Employees and Operators, along with creating User profiles for them. Once the profiles are created for an Operator, the user credentials are created and further managed using Oracle Cloud Infrastructure Identity and Access Management (OCI IAM).

In Oracle Financial Services Cloud, a person is created as an Employee first, and on-boarded as an Operator. Both Employee and Operator are associated to an Operations Company (either same or different), which is the business division for which they work.

Employee

An Employee is an individual who works for the Company and is associated with a business division.

Operator

An Operator is a person identified in relation to work to be performed in Oracle Financial Services Cloud, like a Business Administrator. An Operator directly interacts with the business services using secure credentials.

An Operator is an Employee with access to Oracle Financial Services Cloud and has the appropriate entitlements for it. Operators are associated with an Operations Company, which could be either same as that of the Employee, or a different one.

Once an Operator sets up their login in OCI IAM, their user profile is created in Oracle Financial Services Cloud, while their credentials are created in OCI IAM itself. A User can have access to multiple tenancies; in which case the user need to be created in each tenancy. OCI IAM manages the login credentials for a user, whereas their Entitlements is specific to each tenancy and is configured by OFSC.

Note:

User Management activities like creating and managing user credentials, locking and unlocking users, resetting passwords etc are handled using OCI IAM.