User Setup

This topic tells how to set up a user and provide the user access.

To set up a user and provide the user access to OFS AM, follow these steps:
  1. Create a user: Refer to the Oracle Financial Services Analytical Applications Infrastructure User Manual for setting up a user.
  2. Once the user is created, map the user to the group. This in turn maps the user to the role. With this the user will have access to the privileges as per the role.

Note:

You must assign at least one Alert Management or Case Management role and one Administrator role per user.

Refer to User Group and User Roles more information on User Roles and User Groups. Refer to the Oracle Financial Services Analytical Applications Infrastructure User Manual for further information.

Note:

When creating a new User Group, you must set precedence as 5001 or greater. Different solutions have different pre-defined/pre-occupied precedence of User Groups. Therefore, if a BD Admin/System Admin is creating a new User Group, do not use the following precedence while providing precedence value:

Table 8-1 Solution with Pre-defined Precedence Range

Solution Precedence Range Already Occupied
Oracle Financial Services Enterprise Case Management 901 to 1000
Oracle Financial Services Know Your Customer 2001 to 3000
Oracle Financial Services Enterprise Regulatory Reporting 3001 to 4000

For more information about the pre-defined user groups for each solution, see the appropriate Administration Guide.