Analyst Security By Group Is Not Filtering Participant Search Results Correctly (Doc ID 2822058.1)

Last updated on MARCH 14, 2024

Applies to:

Goal

Analyst Security By Group is not filtering Participant Search results correctly
You have setup Analyst Security as By Group with the following Analyst Hierarchy and Analyst assignments

Analyst Hierarchy Setups
Group 1
Hierarchy = CA Properties
Assignment: CA IC Manager
Compensation Manager = Yes

Group 2
Node = Carlsbad
Parent = CA Properties
Assignment: Carlsbad IC Analyst, Carlsbad IC Analyst2
Compensation Manager = No for both

Group 3
Node = Brentwood
Parent = CA Properties
Assignment: Brentwood IC Analyst, Brentwood IC Analyst2
Compensation Manager = No for both

These are the Participant Analyst Assignments

Analyst Assignments for Brentwood IC Analyst
--Brentwood Direct Test

Analyst Assignments for Brentwood IC Analyst2
--Direct Plan Assign1

Analyst Assignments for Carlsbad IC Analyst
--Carlsbad IC Test
--Test 90/50
--Test RT Carlsbad

Analyst Assignments for Carlsbad IC Analyst2
--Direct Plan Assign2


When you login as Brentwood IC Analyst and go to search for Participants by BU (BHCA California) expect the following participants to populate the list:
--Brentwood Direct Test
--Direct Plan Assign1

The actual results return the participants associated to Brentwood analysts but also those associated to Carlsbad analysts:
--Brentwood Direct Test
--Direct Plan Assign1
--Carlsbad IC Test
--Test 90/50
--Test RT Carlsbad
--Participant = Direct Plan Assign2


 

Solution

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