Oracle CX Security Reference for CX Sales and B2B Service 20C
Oracle CX
Security Reference for CX Salesand B2B Service
20C
Oracle CXSecurity Reference for CX Sales and B2B Service
20C
F31768-01
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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.
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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.
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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
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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
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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
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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
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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
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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
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