Creating Custom Roles for Specialized Reporting

Access in Oracle Transactional Business

Intelligence in Release 12

ORACLE WHITE PAPER | MAY 2017

Table of Contents

Introduction 2

Creating Custom Roles for Reporting 3

Subject Area Security Mapping 5

1 | FUTURE DATED RESULTS

Introduction
Seeded job roles in Fusion HCM secure data in Oracle Transactional Business
Intelligence similar to data returned in Fusion application pages. In some cases,
however, it may be necessary to provide either more liberal or more restrictive access to
reporting data in OTBI than in Fusion.

This whitepaper details the steps to create specialized “reporting” job roles for accessing
data in OTBI subject areas in Release 12.

2 | CUSTOMIZED REPORTING ROLES

Creating Custom Roles for Reporting

1. Navigate to Tools -> Security Console to create a custom job role (Role Category should
be HCM – Job Roles)

2. Click Next to advance to the Role Hierarchy step.

3. Click Add Role to add OTBI and HCM roles required for subject area and data security
access. (Refer to the Subject Area Security Mapping section for the OTBI app roles and
HCM app roles required for each subject area.) Remember to add the BIAuthor role if
the create report privilege is required in OTBI. You must add both the OTBI and HCM
roles. OTBI roles will provide functional access to the subject areas. HCM roles will
provide the necessary grants to access the data in the subject areas.

In this example, BI Author Role, Workforce Transaction Analysis and Workforce Transaction Analysis Duty have
been added. The remaining roles are automaticallydisplayed in the Security Console since they are indirectly
inherited.

4. Advance to the Summary and Impact Report step and click Save and Close to save
changes.
5. Navigate to Setup and Maintenance and Search for Manage Data Role and Security
Profiles task to generate a data role for the custom job role.

3 | CUSTOMIZED REPORTING ROLES

 6. Create a new data role with the required access for each of the security profiles
required by your custom job role.

7. Assign the new data role to your user(s) in the Users tab of the Security Console.
8. Navigate to Scheduled Processes to run the Import User and Role Application Security
Data process.

For detailed instructions on customizing security and creating data roles, refer to the
“Customizing Security” and “HCM Data Roles and Security Profiles” chapters of the Securing
Oracle HCM Cloud guide.

4 | CUSTOMIZED REPORTING ROLES

Subject Area Security Mapping

The following table lists the OTBI and HCM app roles required for each subject area.

BI App Role (for BI App Role Display HCM App Role (for Data HCM App Role Display
Subject Area Subject Area access) Name Security access) Name
Benefits - Action Items FBI_BENEFITS_TRANS Benefits Transaction ORA_FBI_BENEFITS_T Benefits Transaction
Real Time ACTION_ANALYSIS_DU Analysis Duty RANSACTION_ANALYSI Analysis
Benefits - Enrollment TY S_DUTY_HCM
Opportunities Real Time
Benefits - Enrollments
Real Time1
Benefits - Potential Life
Events Real Time
Benefits - Setup Real
Time
Compensation - Salary FBI_COMPENSATION_T Compensation ORA_FBI_COMPENSAT Compensation
Details Real Time2 RANSACTION_ANALYSI Transaction Analysis ION_TRANSACTION_A Transaction Analysis
Compensation - Salary S_DUTY Duty NALYSIS_DUTY_HCM
History Details Real
Time2
Compensation - Stock
Details Real Time2
Compensation -
Workforce Compensation
Budgets Real Time2
Compensation -
Workforce Compensation
Real Time2
Payroll - Calculation FBI_PAYROLL_TRANSA Payroll Transaction ORA_FBI_PAYROLL_TR Payroll Transaction
Cards Real Time 3 CTION_ANALYSIS_DUT Analysis Duty ANSACTION_ANALYSIS Analysis
Payroll - Element Entries Y _DUTY_HCM
Real Time3
Payroll - Payments
Costing Real Time
Payroll - Payments
Distribution Real Time3
Payroll - Payroll Balances
Real Time3
Payroll - Payroll Run
Costing Real Time3
Payroll - Payroll Run
Results Real Time3
Payroll - Personal
Payment Details Real
Time3
Payroll - Retroactive Pay
Real Time3
ORA_FBI_PAYROLL_IN
Payroll - Payroll Interface FBI_PAYROLL_INTERF Payroll Interface TERFACE_TRANSACTI
Inbound Records Real ACE_TRANSACTION_A Transaction Analysis ON_ANALYSIS_DUTY_ Payroll Interface
Time NALYSIS_DUTY Duty HCM Transaction Analysis
Workforce Career FBI_CAREER_DEV_TR Career Development ORA_FBI_CAREER_DE Career Development

5 | CUSTOMIZED REPORTING ROLES

Development - ANSACTION_ANALYSIS Transaction Analysis V_TRANSACTION_ANA Transaction Analysis
Development Goal _DUTY Duty LYSIS_DUTY_HCM
Overview Real Time
Workforce Goals - Goal FBI_GOAL_MANAGEME Goal Management ORA_FBI_GOAL_MANA Goal Management
Alignments Real Time NT_TRANSACTION_AN Transaction Analysis GEMENT_TRANSACTIO Transaction Analysis
Workforce Goals - Goal ALYSIS_DUTY Duty N_ANALYSIS_DUTY_H
Status Overview Real CM
Time
Workforce Goals - Goal
Tasks Real Time
Workforce Goals - Target
Outcomes Real Time
Workforce Management - FBI_ABSENCE_MANAG Absence Management ORA_FBI_ABSENCE_M Absence Management
Absence Real Time EMENT_TRANSACTION Transaction Analysis ANAGEMENT_TRANSA Transaction Analysis
Workforce Management - _ANALYSIS_DUTY Duty CTION_ANALYSIS_DUT
Accrual Real Time Y_HCM
ORA_FBI_DOCUMENTS
Workforce Management - FBI_DOCUMENTS_OF_ Documents of Record _OF_RECORD_TRANS
Documents of Record RECORD_TRANSACTIO Transaction Analysis ACTION_ANALYSIS_DU Documents of Record
Real Time N_ANALYSIS_DUTY Duty TY_HCM Transaction Analysis
Workforce Management - FBI_TIME_AND_LABOR Time and Labor ORA_FBI_TIME_AND_L Time and Labor
Processed Time Cards _TRANSACTION_ANAL Transaction Analysis ABOR_TRANSACTION_ Transaction Analysis
Real Time YSIS_DUTY Duty ANALYSIS_DUTY_HCM
Workforce Management -
Reported Time Cards
Real Time
Workforce Management -
Historical Processed
Time Cards Real Time
Workforce Management -
Historical Reported Time
Cards Real Time
FBI_VACANCY_TRANS ORA_FBI_VACANCY_T
Workforce Management - ACTION_ANALYSIS_DU Vacancy Transaction RANSACTION_ANALYSI Vacancy Transaction
Vacancy Real Time TY Analysis Duty S_DUTY_HCM Analysis
Workforce Management - FBI_WORKFORCE_TRA Workforce Transaction ORA_FBI_WORKFORC Workforce Transaction
Work Relationship Real NSACTION_ANALYSIS_ Analysis Duty E_TRANSACTION_ANA Analysis
Time DUTY LYSIS_DUTY_HCM
Workforce Management -
Worker Assignment
Event Real Time
Workforce Management -
Worker Assignment Real
Time
Workforce Management -
Workforce Trend Real
Time
Workforce Learning -
Learning Management
Real Time
Workforce Management -
Position Real Time
Workforce Management -
Checklist Real Time
Workforce Management -
Employment Contract
Real Time
Workforce Management -
Grade Rate Real Time

6 | CUSTOMIZED REPORTING ROLES

Workforce Management -
Person Real Time
Workforce Performance - FBI_PERFORMANCE_M Performance ORA_FBI_PERFORMAN Performance
Performance Document ANAGEMENT_TRANSA Management Transaction CE_MANAGEMENT_TR Management Transaction
Eligibility Real Time4 CTION_ANALYSIS_DUT Analysis Duty ANSACTION_ANALYSIS Analysis
Workforce Performance - Y _DUTY_HCM
Performance Document
Status Real Time
Workforce Performance -
Performance Rating
Distribution Real Time
Workforce Performance -
Performance Rating Real
Time
Workforce Performance -
Performance Task Status
Real Time
Workforce Profiles - FBI_WORKFORCE_PR Workforce Profile ORA_FBI_WORKFORC Workforce Profile
Library Objects Real OFILE_TRANSACTION_ Transaction Analysis E_PROFILE_TRANSAC Transaction Analysis
Time ANALYSIS_DUTY Duty TION_ANALYSIS_DUTY
Workforce Profiles - _HCM
Model Profile Real Time
Workforce Profiles -
Person Profile Real Time
Workforce Succession FBI_SUCCESSION_MA Succession Management ORA_FBI_SUCCESSIO Succession Management
Management - Incumbent NAGEMENT_TRANSAC Transaction Analysis N_MANAGEMENT_TRA Transaction Analysis
Plans Real Time TION_ANALYSIS_DUTY Duty NSACTION_ANALYSIS_
Workforce Succession DUTY_HCM
Management - Job Plans
Real Time
Workforce Succession
Management - Plan
Candidates Real Time
Workforce Succession
Management - Position
Plans Real Time

1 Benefit Relationship and Enrollment Results attributes are not supported at this time.

2 Compensation Manager attributes are not supported at this time.

3 Payroll facts from this subject area are not supported at this time.

4 Count of Eligibilities attribute is not supported at this time.

7 | CUSTOMIZED REPORTING ROLES

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