How to assign the legal entity-based data security policy to custom Cash Manager job roles (Doc ID 2917408.1)

Last updated on JANUARY 20, 2023

Applies to:

Goal

Secure internal bank account setup by legal entity. This allows cash managers to add, review, or modify only the bank accounts associated with the legal entities that the user has access to.

Business benefits include:

• Improve security and increase control of bank account setup by limiting user access to bank account information.
• Helps decentralized organizations that require users only to manage the bank account information for the organizations they are authorized for

Tips :

Legal entity-based data security policy is an optional alternative. By default, users with the necessary function security privileges have access to all internal bank accounts to create and manage bank accounts.

The legal entity-based data security policy is applied when an internal bank account is created or managed using either the UI or REST API.

Evaluate and assign the new data security policy to existing custom Cash Manager job roles that were created.

The Legal Entity-Based Data Access for Bank Account Setup functionality has been enabled starting with 22 D release:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/fin/releases/22D/22D-financials-wn.htm#F25211

Solution

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