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Oracle CX Security Reference for CX Sales and B2B Service 20C
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  • Oracle CX

    Security Reference for CX Salesand B2B Service

    20C

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    20C

    F31768-01

    Copyright © 2011, 2020, Oracle and/or its affiliates.

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    The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please reportthem to us in writing.

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    The business names used in this documentation are fictitious, and are not intended to identify any real companies currently or previously in existence.

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Contents

    Preface .................................................................................................................................. i

    1 Introduction 1Overview of Security Reference ................................................................................................................................................... 1

    CX Sales and B2B Service Offerings ........................................................................................................................................... 1

    2 What's New 3Overview ........................................................................................................................................................................................... 3

    New Job or Abstract Roles ........................................................................................................................................................... 3

    New Duties ....................................................................................................................................................................................... 3

    New Privileges ................................................................................................................................................................................. 3

    3 Anonymous User (Abstract Role) 7Description ....................................................................................................................................................................................... 7

    Role Hierarchy ................................................................................................................................................................................. 7

    Duties ................................................................................................................................................................................................ 7

    Aggregate Privileges ...................................................................................................................................................................... 8

    Privileges .......................................................................................................................................................................................... 9

    Data Security Policies ................................................................................................................................................................... 12

    4 Business Practices Director (Job Role) 27Description ..................................................................................................................................................................................... 27

    Role Hierarchy ............................................................................................................................................................................... 27

    Duties .............................................................................................................................................................................................. 27

    Privileges ........................................................................................................................................................................................ 28

    Data Security Policies .................................................................................................................................................................. 37

    5 Case Manager (Job Role) 45Description ..................................................................................................................................................................................... 45

    Role Hierarchy ............................................................................................................................................................................... 45

    Duties .............................................................................................................................................................................................. 45

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Privileges ........................................................................................................................................................................................ 45

    Data Security Policies .................................................................................................................................................................. 54

    Privacy ............................................................................................................................................................................................ 58

    6 Case Worker (Job Role) 59Description ..................................................................................................................................................................................... 59

    Role Hierarchy ............................................................................................................................................................................... 59

    Duties .............................................................................................................................................................................................. 59

    Privileges ........................................................................................................................................................................................ 60

    Data Security Policies .................................................................................................................................................................. 65

    Privacy ............................................................................................................................................................................................ 69

    7 Channel Account Manager (Job Role) 71Description ...................................................................................................................................................................................... 71

    Role Hierarchy ................................................................................................................................................................................ 71

    Duties .............................................................................................................................................................................................. 73

    Aggregate Privileges ................................................................................................................................................................... 76

    Privileges ........................................................................................................................................................................................ 76

    Data Security Policies ................................................................................................................................................................. 172

    Privacy .......................................................................................................................................................................................... 242

    8 Channel Operations Manager (Job Role) 243Description ................................................................................................................................................................................... 243

    Role Hierarchy ............................................................................................................................................................................. 243

    Duties ............................................................................................................................................................................................ 245

    Aggregate Privileges ................................................................................................................................................................. 249

    Privileges ...................................................................................................................................................................................... 249

    Data Security Policies ............................................................................................................................................................... 340

    Privacy ........................................................................................................................................................................................... 417

    9 Channel Sales Manager (Job Role) 419Description ................................................................................................................................................................................... 419

    Role Hierarchy ............................................................................................................................................................................. 419

    Duties ............................................................................................................................................................................................. 421

    Aggregate Privileges ................................................................................................................................................................. 424

    Privileges ...................................................................................................................................................................................... 424

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Data Security Policies ................................................................................................................................................................ 524

    Privacy .......................................................................................................................................................................................... 596

    10 Contingent Worker (Abstract Role) 597Description .................................................................................................................................................................................. 597

    Role Hierarchy ............................................................................................................................................................................. 597

    Duties ........................................................................................................................................................................................... 600

    Aggregate Privileges ................................................................................................................................................................. 602

    Privileges ..................................................................................................................................................................................... 606

    Data Security Policies ................................................................................................................................................................ 617

    Privacy .......................................................................................................................................................................................... 642

    11 Corporate Marketing Manager (Job Role) 645Description .................................................................................................................................................................................. 645

    Role Hierarchy ............................................................................................................................................................................ 645

    Duties ........................................................................................................................................................................................... 646

    Aggregate Privileges ................................................................................................................................................................. 648

    Privileges ..................................................................................................................................................................................... 648

    Data Security Policies ................................................................................................................................................................ 717

    12 Customer Contract Administrator (Job Role) 763Description ................................................................................................................................................................................... 763

    Role Hierarchy ............................................................................................................................................................................. 763

    Duties ............................................................................................................................................................................................ 763

    Aggregate Privileges ................................................................................................................................................................. 764

    Privileges ...................................................................................................................................................................................... 765

    Data Security Policies ................................................................................................................................................................ 781

    Privacy .......................................................................................................................................................................................... 803

    13 Customer Contract Manager (Job Role) 805Description .................................................................................................................................................................................. 805

    Role Hierarchy ............................................................................................................................................................................ 805

    Duties ........................................................................................................................................................................................... 805

    Aggregate Privileges ................................................................................................................................................................. 806

    Privileges ..................................................................................................................................................................................... 807

    Data Security Policies ............................................................................................................................................................... 824

    Privacy .......................................................................................................................................................................................... 846

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    14 Customer Contract Team Member (Abstract Role) 847Description .................................................................................................................................................................................. 847

    Role Hierarchy ............................................................................................................................................................................ 847

    Duties ............................................................................................................................................................................................ 847

    Privileges ..................................................................................................................................................................................... 848

    Data Security Policies ............................................................................................................................................................... 857

    15 Customer Data Steward (Job Role) 867Description .................................................................................................................................................................................. 867

    Role Hierarchy ............................................................................................................................................................................. 867

    Duties ........................................................................................................................................................................................... 868

    Privileges ..................................................................................................................................................................................... 869

    Data Security Policies ............................................................................................................................................................... 903

    Privacy ........................................................................................................................................................................................... 919

    16 Customer Relationship Management Application Administrator (JobRole)

    921

    Description ................................................................................................................................................................................... 921

    Role Hierarchy ............................................................................................................................................................................. 921

    Duties ............................................................................................................................................................................................ 925

    Aggregate Privileges ................................................................................................................................................................. 932

    Privileges ...................................................................................................................................................................................... 933

    Data Security Policies ............................................................................................................................................................. 1070

    Privacy ......................................................................................................................................................................................... 1165

    17 Customer Relationship Management Integration Specialist (Job Role) 1167Description .................................................................................................................................................................................. 1167

    Role Hierarchy ............................................................................................................................................................................ 1167

    Duties ........................................................................................................................................................................................... 1168

    Privileges ...................................................................................................................................................................................... 1171

    18 Customer Service Manager (Job Role) 1173Description .................................................................................................................................................................................. 1173

    Role Hierarchy ............................................................................................................................................................................ 1173

    Duties ........................................................................................................................................................................................... 1173

    Aggregate Privileges ................................................................................................................................................................ 1174

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Privileges ..................................................................................................................................................................................... 1174

    Data Security Policies .............................................................................................................................................................. 1200

    Privacy .......................................................................................................................................................................................... 1216

    19 Customer Service Representative (Job Role) 1217Description .................................................................................................................................................................................. 1217

    Role Hierarchy ............................................................................................................................................................................ 1217

    Duties ........................................................................................................................................................................................... 1217

    Aggregate Privileges ................................................................................................................................................................. 1218

    Privileges ..................................................................................................................................................................................... 1219

    Data Security Policies .............................................................................................................................................................. 1243

    Privacy ......................................................................................................................................................................................... 1258

    20 Data Steward Manager (Job Role) 1261Description .................................................................................................................................................................................. 1261

    Role Hierarchy ............................................................................................................................................................................ 1261

    Duties .......................................................................................................................................................................................... 1262

    Privileges .................................................................................................................................................................................... 1263

    Data Security Policies .............................................................................................................................................................. 1298

    Privacy .......................................................................................................................................................................................... 1315

    21 Employee (Abstract Role) 1317Description .................................................................................................................................................................................. 1317

    Role Hierarchy ............................................................................................................................................................................ 1317

    Duties ........................................................................................................................................................................................... 1321

    Aggregate Privileges ................................................................................................................................................................ 1323

    Privileges .................................................................................................................................................................................... 1328

    Data Security Policies .............................................................................................................................................................. 1340

    Privacy ......................................................................................................................................................................................... 1376

    22 Engagement Channel Application Administrator (Job Role) 1377Description ................................................................................................................................................................................. 1377

    Privileges ..................................................................................................................................................................................... 1377

    23 Engagement Channel Supervisor (Job Role) 1379Description ................................................................................................................................................................................. 1379

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Privileges .................................................................................................................................................................................... 1379

    24 Enterprise Contract Administrator (Job Role) 1381Description .................................................................................................................................................................................. 1381

    Role Hierarchy ............................................................................................................................................................................ 1381

    Duties ........................................................................................................................................................................................... 1381

    Privileges .................................................................................................................................................................................... 1382

    Data Security Policies .............................................................................................................................................................. 1392

    25 Enterprise Contract Manager (Job Role) 1403Description ................................................................................................................................................................................. 1403

    Role Hierarchy ........................................................................................................................................................................... 1403

    Duties .......................................................................................................................................................................................... 1403

    Aggregate Privileges ............................................................................................................................................................... 1404

    Privileges .................................................................................................................................................................................... 1405

    Data Security Policies .............................................................................................................................................................. 1422

    26 Enterprise Contract Team Member (Abstract Role) 1445Description ................................................................................................................................................................................. 1445

    Role Hierarchy ........................................................................................................................................................................... 1445

    Duties .......................................................................................................................................................................................... 1445

    Privileges .................................................................................................................................................................................... 1446

    Data Security Policies .............................................................................................................................................................. 1455

    27 Field Service Technician (Job Role) 1465Description ................................................................................................................................................................................. 1465

    Data Security Policies .............................................................................................................................................................. 1465

    28 Internal Help Desk Administrator (Job Role) 1467Description ................................................................................................................................................................................. 1467

    Role Hierarchy ........................................................................................................................................................................... 1467

    Duties .......................................................................................................................................................................................... 1467

    Aggregate Privileges ............................................................................................................................................................... 1468

    Privileges .................................................................................................................................................................................... 1468

    Data Security Policies .............................................................................................................................................................. 1482

    Privacy ......................................................................................................................................................................................... 1493

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    29 Internal Help Desk Agent (Job Role) 1495Description ................................................................................................................................................................................. 1495

    Role Hierarchy ........................................................................................................................................................................... 1495

    Duties .......................................................................................................................................................................................... 1495

    Privileges .................................................................................................................................................................................... 1495

    Data Security Policies .............................................................................................................................................................. 1498

    Privacy ......................................................................................................................................................................................... 1501

    30 Internal Help Desk Manager (Job Role) 1503Description ................................................................................................................................................................................. 1503

    Role Hierarchy ........................................................................................................................................................................... 1503

    Duties .......................................................................................................................................................................................... 1503

    Privileges .................................................................................................................................................................................... 1503

    Data Security Policies .............................................................................................................................................................. 1507

    Privacy .......................................................................................................................................................................................... 1511

    31 Line Manager (Abstract Role) 1513Description .................................................................................................................................................................................. 1513

    Role Hierarchy ............................................................................................................................................................................ 1513

    Duties ........................................................................................................................................................................................... 1516

    Aggregate Privileges ................................................................................................................................................................ 1518

    Privileges ..................................................................................................................................................................................... 1523

    Data Security Policies .............................................................................................................................................................. 1530

    32 Marketing Analyst (Job Role) 1571Description .................................................................................................................................................................................. 1571

    Role Hierarchy ............................................................................................................................................................................ 1571

    Duties ........................................................................................................................................................................................... 1572

    Aggregate Privileges ................................................................................................................................................................ 1574

    Privileges .................................................................................................................................................................................... 1574

    Data Security Policies ............................................................................................................................................................. 1640

    33 Marketing Approver (Abstract Role) 1679Description ................................................................................................................................................................................. 1679

    Privileges .................................................................................................................................................................................... 1679

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    34 Marketing Manager (Job Role) 1681Description .................................................................................................................................................................................. 1681

    Role Hierarchy ............................................................................................................................................................................ 1681

    Duties .......................................................................................................................................................................................... 1682

    Aggregate Privileges ............................................................................................................................................................... 1684

    Privileges .................................................................................................................................................................................... 1684

    Data Security Policies .............................................................................................................................................................. 1753

    35 Marketing Operations Manager (Job Role) 1791Description .................................................................................................................................................................................. 1791

    Role Hierarchy ............................................................................................................................................................................ 1791

    Duties .......................................................................................................................................................................................... 1793

    Aggregate Privileges ................................................................................................................................................................ 1797

    Privileges .................................................................................................................................................................................... 1797

    Data Security Policies ............................................................................................................................................................. 1904

    36 Marketing VP (Job Role) 1977Description ................................................................................................................................................................................. 1977

    Role Hierarchy ........................................................................................................................................................................... 1977

    Duties .......................................................................................................................................................................................... 1978

    Aggregate Privileges ............................................................................................................................................................... 1980

    Privileges .................................................................................................................................................................................... 1980

    Data Security Policies ............................................................................................................................................................. 2044

    37 Partner Administrator (Job Role) 2083Description ................................................................................................................................................................................ 2083

    Role Hierarchy .......................................................................................................................................................................... 2083

    Duties ......................................................................................................................................................................................... 2084

    Privileges ................................................................................................................................................................................... 2085

    Data Security Policies ............................................................................................................................................................... 2112

    Privacy ......................................................................................................................................................................................... 2136

    38 Partner Sales Manager (Job Role) 2137Description ................................................................................................................................................................................. 2137

    Role Hierarchy ............................................................................................................................................................................ 2137

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Duties ........................................................................................................................................................................................... 2137

    Privileges .................................................................................................................................................................................... 2139

    Data Security Policies .............................................................................................................................................................. 2162

    Privacy ......................................................................................................................................................................................... 2186

    39 Partner Sales Representative (Job Role) 2187Description ................................................................................................................................................................................. 2187

    Role Hierarchy ........................................................................................................................................................................... 2187

    Duties .......................................................................................................................................................................................... 2187

    Privileges .................................................................................................................................................................................... 2189

    Data Security Policies .............................................................................................................................................................. 2210

    Privacy ........................................................................................................................................................................................ 2230

    40 Product Data Steward (Job Role) 2231Description ................................................................................................................................................................................. 2231

    Role Hierarchy ............................................................................................................................................................................ 2231

    Duties ........................................................................................................................................................................................... 2231

    Privileges .................................................................................................................................................................................... 2233

    Data Security Policies ............................................................................................................................................................. 2246

    41 Resource (Abstract Role) 2255Description ................................................................................................................................................................................. 2255

    Role Hierarchy ........................................................................................................................................................................... 2255

    Duties .......................................................................................................................................................................................... 2255

    Aggregate Privileges ............................................................................................................................................................... 2255

    Privileges .................................................................................................................................................................................... 2256

    Data Security Policies ............................................................................................................................................................. 2269

    42 Sales Administrator (Job Role) 2281Description ................................................................................................................................................................................. 2281

    Role Hierarchy ........................................................................................................................................................................... 2281

    Duties .......................................................................................................................................................................................... 2285

    Aggregate Privileges ............................................................................................................................................................... 2292

    Privileges .................................................................................................................................................................................... 2292

    Data Security Policies .............................................................................................................................................................. 2414

    Privacy ........................................................................................................................................................................................ 2508

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    43 Sales Analyst (Job Role) 2511Description .................................................................................................................................................................................. 2511

    Role Hierarchy ............................................................................................................................................................................ 2511

    Duties ........................................................................................................................................................................................... 2511

    Privileges ..................................................................................................................................................................................... 2513

    Data Security Policies .............................................................................................................................................................. 2517

    Privacy ......................................................................................................................................................................................... 2532

    44 Sales Catalog Administrator (Job Role) 2533Description ................................................................................................................................................................................. 2533

    Role Hierarchy ........................................................................................................................................................................... 2533

    Duties .......................................................................................................................................................................................... 2533

    Privileges .................................................................................................................................................................................... 2533

    Data Security Policies ............................................................................................................................................................. 2536

    45 Sales Lead Qualifier (Job Role) 2539Description ................................................................................................................................................................................ 2539

    Role Hierarchy ........................................................................................................................................................................... 2539

    Duties ......................................................................................................................................................................................... 2540

    Aggregate Privileges ............................................................................................................................................................... 2542

    Privileges .................................................................................................................................................................................... 2542

    Data Security Policies ............................................................................................................................................................... 2611

    Privacy ........................................................................................................................................................................................ 2648

    46 Sales Manager (Job Role) 2649Description ................................................................................................................................................................................ 2649

    Role Hierarchy .......................................................................................................................................................................... 2649

    Duties ......................................................................................................................................................................................... 2650

    Aggregate Privileges ............................................................................................................................................................... 2653

    Privileges .................................................................................................................................................................................... 2653

    Data Security Policies .............................................................................................................................................................. 2722

    Privacy ......................................................................................................................................................................................... 2771

    47 Sales Representative (Job Role) 2773Description ................................................................................................................................................................................. 2773

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Role Hierarchy ........................................................................................................................................................................... 2773

    Duties .......................................................................................................................................................................................... 2774

    Aggregate Privileges ............................................................................................................................................................... 2776

    Privileges .................................................................................................................................................................................... 2776

    Data Security Policies ............................................................................................................................................................. 2836

    Privacy ......................................................................................................................................................................................... 2871

    48 Sales Restricted User (Job Role) 2873Description ................................................................................................................................................................................ 2873

    Role Hierarchy ........................................................................................................................................................................... 2873

    Duties ......................................................................................................................................................................................... 2874

    Aggregate Privileges ............................................................................................................................................................... 2876

    Privileges ................................................................................................................................................................................... 2876

    Data Security Policies ............................................................................................................................................................. 2906

    Privacy ........................................................................................................................................................................................ 2939

    49 Sales VP (Job Role) 2941Description ................................................................................................................................................................................. 2941

    Role Hierarchy ........................................................................................................................................................................... 2941

    Duties .......................................................................................................................................................................................... 2942

    Aggregate Privileges ............................................................................................................................................................... 2945

    Privileges ................................................................................................................................................................................... 2945

    Data Security Policies .............................................................................................................................................................. 3013

    Privacy ......................................................................................................................................................................................... 3061

    50 Subscription Specialist (Job Role) 3063Description ................................................................................................................................................................................ 3063

    Role Hierarchy .......................................................................................................................................................................... 3063

    Duties ......................................................................................................................................................................................... 3063

    Aggregate Privileges .............................................................................................................................................................. 3064

    Privileges ................................................................................................................................................................................... 3065

    Data Security Policies ............................................................................................................................................................. 3075

    Privacy ........................................................................................................................................................................................ 3092

  • Oracle CXSecurity Reference for CX Sales and B2B Service

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Preface

    PrefaceThis preface introduces information sources that can help you use the application.

    Using Oracle Applications

    HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to find guides and videos.

    Watch: This video tutorial shows you how to find help and use help.

    You can also read about it instead.

    Additional Resources• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partner

    community, and other users.

    • Training: Take courses on Oracle Cloud from Oracle University.

    ConventionsThe following table explains the text conventions used in this guide.

    Convention Meaning

    boldface

    Boldface type indicates user interface elements, navigation paths, or values you enter or select.

    monospace Monospace type indicates file, folder, and directory names, code examples, commands, and URLs.

    >

    Greater than symbol separates elements in a navigation path.

    Documentation Accessibility

    For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

    Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.

    i

    https://docs.oracle.com/en/cloud/saas/applications-help/https://docs.oracle.com/en/cloud/saas/applications-help/https://youtu.be/WWvGnL7H9kchttp://www.oracle.com/pls/topic/lookup?ctx=cloud&id=OACPR158049https://appsconnect.custhelp.com/http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=906http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Preface

    Contacting Oracle

    Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.

    Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can send an e-mail to:[email protected].

    ii

    http://www.oracle.com/pls/topic/lookup?ctx=acc&id=infohttp://www.oracle.com/pls/topic/lookup?ctx=acc&id=trsmailto:[email protected]

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 1Introduction

    1 Introduction

    Overview of Security Reference If you are an IT Security Manager, this guide is for you. Use the reference information for implementing security for anoffering in Oracle Applications Cloud. Depending on the needs of your enterprise, determine what works best for youroffering, and make the required configuration changes.

    Broadly, the reference information includes these details:

    • Abstract and job roles for an offering

    • Duty roles and the role hierarchy for each job role and abstract role

    • Privileges that are required to perform duties defined by a duty role

    • Data security policies for each job role or abstract role

    • Policies that protect personally identifiable information

    To know more about the roles, privileges, and polices and to learn how to implement and administer security for youroffering, refer to your product security guide.

    How to Use This Guide You can review the information in this guide to decide how to assign roles and privileges to specific users. For each role,you will find these details:

    • The role hierarchy that lists the other inherited roles

    • A list of duties assigned to that role

    • Privileges granted to that role

    • Data security policies and their implementation scope

    Note: The changes you make to the security reference implementation are preserved during upgrades ormaintenance patches.

    CX Sales and B2B Service Offerings This guide describes the security reference implementation for the CX Sales and B2B Service offerings.

    Note: With release 20A (11.13.20.01.0), "Oracle Engagement Cloud" is now known as Oracle CX Sales and Oracle B2BService. Existing Oracle Engagement Cloud users will retain access to Oracle CX Sales and B2B Service features undertheir preexisting licensing agreements. Any new users created within your current Oracle Engagement Cloud licensecount will also retain the same access to Oracle CX Sales and Oracle B2B Service. To obtain additional features ormanage your subscription, refer to your Oracle Cloud Applications Console.

    1

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 1Introduction

    This document describes features available to users under Oracle CX Sales, Oracle B2B Service, and Oracle EngagementCloud licensing agreements.

    There is a set of common roles that are required to set up and administer an offering. For information about thesecommon roles, see the Oracle Applications Cloud Security Reference for Common Features guide.

    2

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 2What's New

    2 What's New

    Overview This release of the offering includes new job roles, abstract roles, duties, aggregate privileges, or privileges.

    New Job or Abstract Roles This table lists the new job or abstract roles for the Sales and Service offering.

    Job or Abstract Role Description

    Engagement Channel ApplicationAdministrator

    Individual responsible for administration of all aspects the supervisor dashboard, including setup andadministration of the engagement channel.

    Engagement Channel Supervisor

    Individual responsible for monitoring metrics and overall resource balancing across the Engagementchannels.

    New Duties This table lists the new duties for the Sales and Service offering.

    Duty Role Description

    PSC Anonymous Business License Inquiry

    Allows the anonymous user to view business licenses.

    New Privileges This table lists the new privileges for the Sales and Service offering.

    Granted Role Privilege Description

    Customer Relationship ManagementApplication Administrator

    View Application Usage Insights UI

    Allows viewing of the Application UsageInsights UI.

    3

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 2What's New

    Granted Role Privilege Description

    Engagement Channel Application Administrator

    View Engagement Channel Dashboard

    Allows the user to view engagement channeldashboard.

    Engagement Channel Supervisor

    View Engagement Channel Dashboard

    Allows the user to view engagement channeldashboard.

    Line Manager

    Enable worker searches using effective dates

    Allows the user to perform searches usingeffective dates with the Workers list of valuesREST Service.

    PSC Anonymous Business License Inquiry

    View Business Entity Licenses

    Allows users to view business entity licenses.

    PSC Anonymous Business License Inquiry

    View Business License Entity Overview

    Allows users to view business license entityoverview.

    PSC Anonymous Business License Inquiry

    View Business License Overview

    Allows users to view the business licenseoverview.

    Partner Sales Manager

    View Partner REST Resource as Partner User

    Allows viewing of partner and partner childREST resources as partner user

    Partner Sales Representative

    View Partner REST Resource as Partner User

    Allows viewing of partner and partner childREST resources as partner user

    Product Data Steward

    Manage Assignee

    Allows you to modify the assignee of an object, such as a change order, change request, problem report or corrective action.

    Sales Administrator

    Run Populate Click Description Process

    Allows scheduling and running of the processthat populates click descriptions.

    Sales Administrator

    View Application Usage Insights UI

    Allows viewing of the Application UsageInsights UI.

    Sales Manager

    Run Populate Click Description Process

    Allows scheduling and running of the processthat populates click descriptions.

    Sales Manager

    View Application Usage Insights UI

    Allows viewing of the Application UsageInsights UI.

    Sales VP

    Run Populate Click Description Process

    Allows scheduling and running of the processthat populates click descriptions.

    Sales VP

    View Application Usage Insights UI

    Allows viewing of the Application UsageInsights UI.

    4

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 2What's New

    Granted Role Privilege Description

    Service Request Administrator

    Create Customer Assets by Service

    Allows creation of customer assets, relatedconfigurations and structures.

    Service Request Administrator

    Delete Service Work Order

    Allows the user to delete a work order.

    Service Request Administrator

    Override Part Order Pricing

    Allows the user to manually override the partorder price.

    Service Request Administrator

    Update Customer Assets by Service

    Allows update of customer assets, relatedconfigurations and structures.

    Service Request Administrator

    View Action Plan Process

    Allows a user to view the process details in anaction plan.

    Service Request Channel User

    Create Customer Assets by Service

    Allows creation of customer assets, relatedconfigurations and structures.

    Service Request Channel User

    Update Customer Assets by Service

    Allows update of customer assets, relatedconfigurations and structures.

    Service Request Contributor

    Override Part Order Pricing

    Allows the user to manually override the partorder price.

    Service Request Power User

    Create Customer Assets by Service

    Allows creation of customer assets, relatedconfigurations and structures.

    Service Request Power User

    Override Part Order Pricing

    Allows the user to manually override the partorder price.

    Service Request Power User

    Update Customer Assets by Service

    Allows update of customer assets, relatedconfigurations and structures.

    Service Request Power User

    View Action Plan Process

    Allows a user to view the process details in anaction plan.

    Service Request Troubleshooter

    Create Customer Assets by Service

    Allows creation of customer assets, relatedconfigurations and structures.

    Service Request Troubleshooter

    Override Part Order Pricing

    Allows the user to manually override the partorder price.

    Service Request Troubleshooter

    Update Customer Assets by Service

    Allows update of customer assets, relatedconfigurations and structures.

    Service Request Troubleshooter

    View Action Plan Process

    Allows a user to view the process details in anaction plan.

    5

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 2What's New

    Granted Role Privilege Description

    Service Request Troubleshooter

    View Engagement Channel Enrichment

    Provides view access to sales and serviceapplication data.

    Service Request Troubleshooter

    Write Engagement Channel Event Data

    Allows user to write event data generated in theengagement channel application to the salesand service application.

    6

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 3Anonymous User (Abstract Role)

    3 Anonymous User (Abstract Role)

    Description Maps to OPSS system Anonymous Role

    Role Hierarchy The Anonymous User abstract role directly and indirectly inherits these roles.

    • Anonymous User

    ◦ Attachments User- CRM Stage Write

    ◦ PSC Anonymous User- PSC Anonymous Business License Inquiry- PSC Anonymous Code Enforcement Incident Inquiry- PSC Anonymous Permit Application Inquiry- PSC Anonymous Planning and Zoning Application Inquiry

    ◦ PSC Hearings Inquiry◦ PSC Review Summary Inquiry

    - PSC Anonymous User Landing Page- PSC Execute OPA Questionnaire- PSC Map User- PSC Projects Inquiry

    ◦ PSC View Permit Project Attachments OBSOLETE- PSC Self Registration

    Duties This table lists the duties assigned directly and indirectly to the Anonymous User abstract role.

    Duty Role Description

    Attachments User

    UCM application role for access to attachments using the integrated user interface or the standaloneproduct.

    CRM Stage Write

    Allows uploading CRM content to stage area on content server

    7

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 3Anonymous User (Abstract Role)

    Duty Role Description

    PSC Anonymous Business License Inquiry

    Allows the anonymous user to view business licenses.

    PSC Anonymous Code EnforcementIncident Inquiry

    Anonymous Code Enforcement Incident Inquiry Duty

    PSC Anonymous Permit ApplicationInquiry

    Anonymous Permit Application Inquiry Duty

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoning application inquiry duty.

    PSC Anonymous User

    Unregistered public users

    PSC Anonymous User Landing Page

    Anonymous User Landing Page Duty

    PSC Execute OPA Questionnaire

    Execute OPA Questionnaire Duty

    PSC Hearings Inquiry

    Allows users to view hearings.

    PSC Map User

    Map User Duty

    PSC Projects Inquiry

    Allows users to view Public Sector projects. This access is assigned to all users.

    PSC Review Summary Inquiry

    Allows users to view Pre-Application Review Summary.

    PSC Self Registration

    Self Registration Duty

    Aggregate Privileges This table lists aggregate privileges assigned directly and indirectly to the Anonymous User abstract role.

    Aggregate Privilege Description

    PSC View Permit Project AttachmentsOBSOLETE

    View Project Attachments

    8

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 3Anonymous User (Abstract Role)

    Privileges This table lists privileges granted to duties of the Anonymous User abstract role.

    Granted Role Granted Role Description Privilege

    Anonymous User

    Maps to OPSS system Anonymous Role

    Add Class to Shopping Cart

    Anonymous User

    Maps to OPSS system Anonymous Role

    CRM Anonymous Permissions

    Anonymous User

    Maps to OPSS system Anonymous Role

    Create Self Service Partner Registration

    Anonymous User

    Maps to OPSS system Anonymous Role

    Get Chat Configurations

    Anonymous User

    Maps to OPSS system Anonymous Role

    HCM Anonymous Role Permissions

    Anonymous User

    Maps to OPSS system Anonymous Role

    Make Adjustments to Shopping Cart

    Anonymous User

    Maps to OPSS system Anonymous Role

    Register Self Service Student Record

    Anonymous User

    Maps to OPSS system Anonymous Role

    Register Supplier

    Anonymous User

    Maps to OPSS system Anonymous Role

    Request for chat

    Anonymous User

    Maps to OPSS system Anonymous Role

    Use REST Service - Recruiting Internal Only

    Anonymous User

    Maps to OPSS system Anonymous Role

    View Supplier Negotiation Abstract

    Anonymous User

    Maps to OPSS system Anonymous Role

    View User Page Permissions

    PSC Anonymous Business License Inquiry

    Allows the anonymous user to view businesslicenses.

    View Business Entity Licenses

    PSC Anonymous Business License Inquiry

    Allows the anonymous user to view businesslicenses.

    View Business License Entity Overview

    PSC Anonymous Business License Inquiry

    Allows the anonymous user to view businesslicenses.

    View Business License Overview

    PSC Anonymous Code Enforcement IncidentInquiry

    Anonymous Code Enforcement Incident InquiryDuty

    Access Public Sector Recent issues

    9

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 3Anonymous User (Abstract Role)

    Granted Role Granted Role Description Privilege

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    Access Apply for Permit Page

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    Access Permit Level Communication List

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Applicant Information

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Communication in Permit LevelCommunication List

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Inspector Calendar

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Amendment

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Application Information

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Comments

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Conditions

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Fees

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Overview

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Projects

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Property Information

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Related Records

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Workflow

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permit Workflow Comments

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Permits

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Planning and Zoning Fees

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Refund Fees and Payments

    PSC Anonymous Permit Application Inquiry Anonymous Permit Application Inquiry Duty View Void Fees and Payments

    10

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 3Anonymous User (Abstract Role)

    Granted Role Granted Role Description Privilege

    PSC Anonymous Permit Application Inquiry

    Anonymous Permit Application Inquiry Duty

    View Workflow list

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoningapplication inquiry duty.

    Access Apply for Planning and Zoning Page

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoningapplication inquiry duty.

    View Planning and Zoning Conditions

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoningapplication inquiry duty.

    View Planning and Zoning Overview

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoningapplication inquiry duty.

    View Planning and Zoning Projects

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoningapplication inquiry duty.

    View Planning and Zoning Property Information

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoningapplication inquiry duty.

    View Planning and Zoning Workflow

    PSC Anonymous Planning and ZoningApplication Inquiry

    The anonymous Planning and Zoningapplication inquiry duty.

    View Refund Fees and Payments

    PSC Anonymous User Landing Page

    Anonymous User Landing Page Duty

    Access Anonymous User Landing Page

    PSC Anonymous User Landing Page

    Anonymous User Landing Page Duty

    Access PSC default access needed by all PSCUsers

    PSC Anonymous User Landing Page

    Anonymous User Landing Page Duty

    View Communication in Permit LevelCommunication List

    PSC Execute OPA Questionnaire

    Execute OPA Questionnaire Duty

    Execute OPA Questionnaire

    PSC Execute OPA Questionnaire

    Execute OPA Questionnaire Duty

    Save OPA Recommended Permits

    PSC Hearings Inquiry

    Allows users to view hearings.

    View Hearings

    PSC Map User

    Map User Duty

    View GIS

    PSC Projects Inquiry

    Allows users to view Public Sector projects. Thisaccess is assigned to all users.

    View Project Fees and Payments

    PSC Projects Inquiry

    Allows users to view Public Sector projects. Thisaccess is assigned to all users.

    View Project Inspections

    11

  • Oracle CXSecurity Reference for CX Sales and B2B Service

    Chapter 3Anonymous User (Abstract Role)

    Granted Role Granted Role Description Privilege

    PSC Projects Inquiry

    Allows users to view Public Sector projects. Thisaccess is assigned to all users.

    View Public Sector Project Permits

    PSC Projects Inquiry

    Allows users to view Public Sector projects. Thisaccess is assigned to all users.

    View Public Sector Project Property

    PSC Projects Inquiry

    Allows users to view Public Sector projects. Thisaccess is assigned to all users.

    View Public Sector Projects

    PSC Review Summary Inquiry

    Allows users to view Pre-Application ReviewSummary.

    View Pre-Application Required Applications onReview Summary

    PSC Self Registration

    Self Registration Duty

    Self Registration

    Data Security Policies This table lists data security policies and their enforcement across analytics application for the Anonymous Userabstract role.

    Business Object Policy Description Policy Store Implementation

    Application Attachment

    A Anonymous User can delete applicationattachment for the supplier category fromsupplier

    Role: Anonymous User Privilege: Delete Application Attachment Resource: Application Attachment

    Application Attachment

    A Anonymous User can delete applicationattachment for the supplier qualificationresponse category including from supplier

    Role: Anonymous User Privilege: Delete Application Attachment Resource: Application Attachment

    Application Attachment

    A Anonymous User can modify applicationattachment for the supplier category fromsupplier

    Role: Anonymous User Privilege: Update Application Attachment Resource: Application Attachment

    Application Attachment

    A Anonymous User can modify applicationattachment for the supplier qualificationresponse category including from supplier

    Role: Anonymous User Privilege: Update Application Attachment Resource: Application Attachment

    12