Overview of Data Access Set Security

Data Access Sets secure access to ledgers, ledger sets, and portions of ledgers using primary balancing segment values.

If you have primary balancing segment values assigned to a legal entity, then you can use this feature to secure access to specific legal entities.

You can combine ledger and ledger set assignments in single data access sets if the ledgers share a common chart of accounts and calendar. If you have primary balancing segment values assigned to a legal entity within the ledger, then you can use data access sets to secure access to specific legal entities. You can also secure access to primary balancing segments assigned directly to the ledger.

When a ledger or ledger set is created, a data access set for that ledger or ledger set is automatically created, giving full read and write access to those ledgers. You can also manually create data access sets to give read and write access, or read-only access to entire ledgers or portions of the ledger represented as primary balancing segment values.

The following figure shows that a data access set consists of an access set type and an access level. The access set type can be set to full ledger or primary balancing segment value. The access level can be read only or read and write.

The Full Ledger access set type provides access to the entire ledger or ledger set. This could be for read-only access or both read and write access to the entire ledger.

The Primary Balancing Segment Value access set type provides access to one or more primary balancing segment values for that ledger. This access set type security can be specified by parent or detail primary balancing segment values. The parent value must be selected from the tree that's associated with the primary balancing segment of your chart of accounts. The specified parent value and all its descendants, including middle level parents and detail values are secured. You can specify read only, read and write access, or combination of both, for different primary balancing segment values for different ledgers and ledger sets.

For more information about security assignments and managing data access for users, see the Oracle ERP Cloud Securing ERP guide.

Examples of Data Access Set Security

This example shows a data access set that secures access by using primary balancing segment values that correspond to legal entities.

Scenario

The following figure shows a data access set for the US Financial Services Ledger. The access set type is Primary Balancing Segment Value, with each primary balancing segment value representing different legal entities. Read-only access has been assigned to primary balancing segment value 131, which represents the Insurance legal entity. Read and write access has been assigned to primary balancing segment values 101 and 102, which represent the Banks and Capital legal entities.

For this data access set, the user can:

• View the journals, balances, and reports for primary balancing segment value 131 for the Insurance legal entity.
• Create journals and update balances, as well as view journals, balances and reports for primary balancing segment value 101 and 102 for legal entities Banks and Capital.

Note:

In financial reporting, the list of ledgers isn't secured by data access sets when viewing a report in Preview mode. Users can view the names of ledgers they don't have privileges to view. However, the data from a secured ledger doesn't appear on the report.

For more information about security assignments and managing data access for users, see the Oracle ERP Cloud Securing ERP guide.