OTBISecurity

1. Creating Custom Roles for Specialized Reporting
Access in Oracle Transactional Business
Intelligence in Release 12
O R A C L E W H I T E P A P E R | M A Y 2 0 1 7

2. 1 | FUTURE DATED RESULTS
Table of Contents
Introduction 2
Creating Custom Roles for Reporting 3
Subject Area Security Mapping 5

3. 2 | CUSTOMIZED REPORTING ROLES
Introduction
Seeded job roles in Fusion HCM secure data in Oracle Transactional Business
Intelligence similar to data returned in Fusion application pages. In some cases,
however, it may be necessary to provide either more liberal or more restrictive access to
reporting data in OTBI than in Fusion.
This whitepaper details the steps to create specialized “reporting” job roles for accessing
data in OTBI subject areas in Release 12.

4. 3 | CUSTOMIZED REPORTING ROLES
Creating Custom Roles for Reporting
1. Navigate to Tools -> Security Console to create a custom job role (Role Category should
be HCM – Job Roles)
2. Click Next to advance to the Role Hierarchy step.
3. Click Add Role to add OTBI and HCM roles required for subject area and data security
access. (Refer to the Subject Area Security Mapping section for the OTBI app roles and
HCM app roles required for each subject area.) Remember to add the BIAuthor role if
the create report privilege is required in OTBI. You must add both the OTBI and HCM
roles. OTBI roles will provide functional access to the subject areas. HCM roles will
provide the necessary grants to access the data in the subject areas.
In this example, BI Author Role, Workforce Transaction Analysis and Workforce Transaction Analysis Duty have
been added. The remaining roles are automaticallydisplayed in the Security Console since they are indirectly
inherited.
4. Advance to the Summary and Impact Report step and click Save and Close to save
changes.
5. Navigate to Setup and Maintenance and Search for Manage Data Role and Security
Profiles task to generate a data role for the custom job role.

5. 4 | CUSTOMIZED REPORTING ROLES
6. Create a new data role with the required access for each of the security profiles
required by your custom job role.
7. Assign the new data role to your user(s) in the Users tab of the Security Console.
8. Navigate to Scheduled Processes to run the Import User and Role Application Security
Data process.
For detailed instructions on customizing security and creating data roles, refer to the
“Customizing Security” and “HCM Data Roles and Security Profiles” chapters of the Securing
Oracle HCM Cloud guide.

6. 5 | CUSTOMIZED REPORTING ROLES
Subject Area Security Mapping
The following table lists the OTBI and HCM app roles required for each subject area.
Subject Area
BI App Role (for
Subject Area access)
BI App Role Display
Name
HCM App Role (for Data
Security access)
HCM App Role Display
Name
Benefits - Action Items
Real Time
FBI_BENEFITS_TRANS
ACTION_ANALYSIS_DU
TY
Benefits Transaction
Analysis Duty
ORA_FBI_BENEFITS_T
RANSACTION_ANALYSI
S_DUTY_HCM
Benefits Transaction
Analysis
Benefits - Enrollment
Opportunities Real Time
Benefits - Enrollments
Real Time1
Benefits - Potential Life
Events Real Time
Benefits - Setup Real
Time
Compensation - Salary
Details Real Time2
FBI_COMPENSATION_T
RANSACTION_ANALYSI
S_DUTY
Compensation
Transaction Analysis
Duty
ORA_FBI_COMPENSAT
ION_TRANSACTION_A
NALYSIS_DUTY_HCM
Compensation
Transaction Analysis
Compensation - Salary
History Details Real
Time2
Compensation - Stock
Details Real Time2
Compensation -
Workforce Compensation
Budgets Real Time2
Compensation -
Workforce Compensation
Real Time2
Payroll - Calculation
Cards Real Time 3
FBI_PAYROLL_TRANSA
CTION_ANALYSIS_DUT
Y
Payroll Transaction
Analysis Duty
ORA_FBI_PAYROLL_TR
ANSACTION_ANALYSIS
_DUTY_HCM
Payroll Transaction
Analysis
Payroll - Element Entries
Real Time3
Payroll - Payments
Costing Real Time
Payroll - Payments
Distribution Real Time3
Payroll - Payroll Balances
Real Time3
Payroll - Payroll Run
Costing Real Time3
Payroll - Payroll Run
Results Real Time3
Payroll - Personal
Payment Details Real
Time3
Payroll - Retroactive Pay
Real Time3
Payroll - Payroll Interface
Inbound Records Real
Time
FBI_PAYROLL_INTERF
ACE_TRANSACTION_A
NALYSIS_DUTY
Payroll Interface
Transaction Analysis
Duty
ORA_FBI_PAYROLL_IN
TERFACE_TRANSACTI
ON_ANALYSIS_DUTY_
HCM
Payroll Interface
Transaction Analysis
Workforce Career FBI_CAREER_DEV_TR Career Development ORA_FBI_CAREER_DE Career Development

7. 6 | CUSTOMIZED REPORTING ROLES
Development -
Development Goal
Overview Real Time
ANSACTION_ANALYSIS
_DUTY
Transaction Analysis
Duty
V_TRANSACTION_ANA
LYSIS_DUTY_HCM
Transaction Analysis
Workforce Goals - Goal
Alignments Real Time
FBI_GOAL_MANAGEME
NT_TRANSACTION_AN
ALYSIS_DUTY
Goal Management
Transaction Analysis
Duty
ORA_FBI_GOAL_MANA
GEMENT_TRANSACTIO
N_ANALYSIS_DUTY_H
CM
Goal Management
Transaction Analysis
Workforce Goals - Goal
Status Overview Real
Time
Workforce Goals - Goal
Tasks Real Time
Workforce Goals - Target
Outcomes Real Time
Workforce Management -
Absence Real Time
FBI_ABSENCE_MANAG
EMENT_TRANSACTION
_ANALYSIS_DUTY
Absence Management
Transaction Analysis
Duty
ORA_FBI_ABSENCE_M
ANAGEMENT_TRANSA
CTION_ANALYSIS_DUT
Y_HCM
Absence Management
Transaction Analysis
Workforce Management -
Accrual Real Time
Workforce Management -
Documents of Record
Real Time
FBI_DOCUMENTS_OF_
RECORD_TRANSACTIO
N_ANALYSIS_DUTY
Documents of Record
Transaction Analysis
Duty
ORA_FBI_DOCUMENTS
_OF_RECORD_TRANS
ACTION_ANALYSIS_DU
TY_HCM
Documents of Record
Transaction Analysis
Workforce Management -
Processed Time Cards
Real Time
FBI_TIME_AND_LABOR
_TRANSACTION_ANAL
YSIS_DUTY
Time and Labor
Transaction Analysis
Duty
ORA_FBI_TIME_AND_L
ABOR_TRANSACTION_
ANALYSIS_DUTY_HCM
Time and Labor
Transaction Analysis
Workforce Management -
Reported Time Cards
Real Time
Workforce Management -
Historical Processed
Time Cards Real Time
Workforce Management -
Historical Reported Time
Cards Real Time
Workforce Management -
Vacancy Real Time
FBI_VACANCY_TRANS
ACTION_ANALYSIS_DU
TY
Vacancy Transaction
Analysis Duty
ORA_FBI_VACANCY_T
RANSACTION_ANALYSI
S_DUTY_HCM
Vacancy Transaction
Analysis
Workforce Management -
Work Relationship Real
Time
FBI_WORKFORCE_TRA
NSACTION_ANALYSIS_
DUTY
Workforce Transaction
Analysis Duty
ORA_FBI_WORKFORC
E_TRANSACTION_ANA
LYSIS_DUTY_HCM
Workforce Transaction
Analysis
Workforce Management -
Worker Assignment
Event Real Time
Workforce Management -
Worker Assignment Real
Time
Workforce Management -
Workforce Trend Real
Time
Workforce Learning -
Learning Management
Real Time
Workforce Management -
Position Real Time
Workforce Management -
Checklist Real Time
Workforce Management -
Employment Contract
Real Time
Workforce Management -
Grade Rate Real Time

8. 7 | CUSTOMIZED REPORTING ROLES
Workforce Management -
Person Real Time
Workforce Performance -
Performance Document
Eligibility Real Time4
FBI_PERFORMANCE_M
ANAGEMENT_TRANSA
CTION_ANALYSIS_DUT
Y
Performance
Management Transaction
Analysis Duty
ORA_FBI_PERFORMAN
CE_MANAGEMENT_TR
ANSACTION_ANALYSIS
_DUTY_HCM
Performance
Management Transaction
Analysis
Workforce Performance -
Performance Document
Status Real Time
Workforce Performance -
Performance Rating
Distribution Real Time
Workforce Performance -
Performance Rating Real
Time
Workforce Performance -
Performance Task Status
Real Time
Workforce Profiles -
Library Objects Real
Time
FBI_WORKFORCE_PR
OFILE_TRANSACTION_
ANALYSIS_DUTY
Workforce Profile
Transaction Analysis
Duty
ORA_FBI_WORKFORC
E_PROFILE_TRANSAC
TION_ANALYSIS_DUTY
_HCM
Workforce Profile
Transaction Analysis
Workforce Profiles -
Model Profile Real Time
Workforce Profiles -
Person Profile Real Time
Workforce Succession
Management - Incumbent
Plans Real Time
FBI_SUCCESSION_MA
NAGEMENT_TRANSAC
TION_ANALYSIS_DUTY
Succession Management
Transaction Analysis
Duty
ORA_FBI_SUCCESSIO
N_MANAGEMENT_TRA
NSACTION_ANALYSIS_
DUTY_HCM
Succession Management
Transaction Analysis
Workforce Succession
Management - Job Plans
Real Time
Workforce Succession
Management - Plan
Candidates Real Time
Workforce Succession
Management - Position
Plans Real Time
1 Benefit Relationship and Enrollment Results attributes are not supported at this time.
2 Compensation Manager attributes are not supported at this time.
3 Payroll facts from this subject area are not supported at this time.
4 Count of Eligibilities attribute is not supported at this time.

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