Setting Up a Proxy Role and User for Interactive Voice Response

Set up a proxy user in the Oracle Security Console to give your Interactive Voice Response (IVR) system access to Oracle Permitting and Licensing.

The IVR system accesses permit information via REST, using the proxy user credentials. During a call, a public user provides the IVR system with both a permit number and their personal IVR code. The IVR system sends that code along with any request to access the permit information in the Oracle Permitting and Licensing system. Oracle Permitting and Licensing verifies that the code matches the IVR code that’s stored in the permit owner’s account. If the code matches, the request is honored.

In this procedure you will use the Security Console to:

Create a custom role for the IVR access.
Assign a delivered duty role to the custom role.
Create the IVR proxy user.
Assign the custom IVR role to the IVR proxy user.

For more information about using the Security Console, see: Using the Security Console.

Creating the IVR Custom Role

To create the PSC IVR Proxy User role:

Navigate to the Security Console.
To navigate to the Security Console, you have these options:
- In Functional Setup Manager, click the task: Create Integrated Voice Response Proxy User.
- Click Setup and Maintenance on the Agency Springboard, and on the Fusion Applications home page, select Navigator > Tools > Security Console.
Select the Roles tab.
Click Create Role.
On the Create Role: Basic Information page enter the following:

Page Element

Value

Role Name

PSC IVR Proxy User

Role Code

CUSTOM_PSCR_IVR_PROXY_USER

Role Category

Financials — Job Roles
Click the Role Hierarchy step, and add the following duty role: PSC Interactive Voice Recognition Proxy User (ORA_PSC_IVR_PROXY_USER_DUTY).
Click the Summary step and click Save and Close.

Page Element	Value
Role Name	PSC IVR Proxy User
Role Code	CUSTOM_PSCR_IVR_PROXY_USER
Role Category	Financials — Job Roles

Creating the IVR User

To create the IVR proxy user:

In the Security Console, click the Users tab.
On the User Accounts page, click Add User Account.
On the Add User Account page in the User Information section, enter a Last Name and User Name of your choice.

Note: The name given for the proxy user should be generic, such as IVR Proxy User.
Enter a Password of your choice and confirm it.
Click Add Role for the Roles grid, and assign this role to your proxy user:
- Role Name: PSC IVR Proxy User
- Role Code: CUSTOM_PSCR_IVR_PROXY_USER
Click Save and Close.