4.3.2 User Roles and Privileges
Oracle Financial Services Profitability Analytics Cloud Service (PACS) Users are assigned roles through which they gain access to functions and data. Users can have any number of roles.
The following figure shows User Personas and the tasks they can perform:
Table 4-1 Top-Down Personas and Tasks
| PACS BI Data Steward | PACS BI -Management /CXO/Org Head | PACS BI Application | PACS BI - Regional Manager |
|---|---|---|---|
| Create Users | Set Preferences | Manage PACS Data | View OOTB Reports for Management Reporting and Profitabilty Insights |
| Map Users to OOB User Groups | View OOTB Reports for Management Reporting | Create new reports if required of existing RPD | Set Preferences |
| Create User Groups and Roles | Create Watch Lists | Manage Dimensions | Create Watch Lists |
| Map Roles to User Group | Add comments on charts | Review Process Logs | Add comments on charts |
| Admin Privileges to all modules | Add tolerance limits for measures | Manage Set Up Configurations | Add tolerance limits for measures |
| Manage Runchart and Batches | Create custom charts | Review PACS data integrity | Create custom charts |
| Create Mailing Lists |
Table 4-2 Bottom-Up Personas and Tasks
| PACS BI Data Steward | PACS BI - Product Manager/Branch Manager | PACS BI Application Analyst | PACS BI - Regional Manager |
|---|---|---|---|
| Create Users | Set Preferences | Manage PACS Data | View OOTB Reports for Management Reporting and Profitabilty Insights |
| Map Users to OOB User Groups | View OOTB Reports for Management Reporting | Create new reports if required of existing RPD | Set Preferences |
| Create User Groups and Roles | Create Watch Lists | Manage Dimensions | Create Watch Lists |
| Map Roles to User Group | Add comments on charts | Review Process Logs | Add comments on charts |
| Admin Privileges to all modules | Add tolerance limits for measures | Manage Set Up Configurations | Add tolerance limits for measures |
| Manage Runchart and Batches | Create custom charts | Review PACS data integrity | Create custom charts |
| Create Mailing Lists |
Note:
- User-Group mapping changes from IDCS will take five minutes to sync with the application. If these changes are made during the active user session then it will be reflected on the next login.
- You can create and manage Application users as required. For example, you can map the Pipeline Admin Group and PACS Admin Group to one user.