Oracle Fusion HCM OTBI - Chapter 12: OTBI Security and Data Security
📖 Content
Why is Security Important in OTBI?
OTBI, like any BI tool, contains sensitive employee data—making security a top priority. Fusion HCM has role-based access and data-level security to ensure users only see data they are authorized to view.
🔐 Key Aspects of OTBI Security
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Role-Based Security:
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Oracle Fusion HCM uses roles to determine which reports and data a user can access. The role assigned to a user (e.g., HR Manager, Payroll Administrator) controls the permissions for that user in OTBI.
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Data-Level Security:
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In addition to role-based security, Fusion HCM provides data security policies to control which rows of data a user can access within a subject area, based on their role or department.
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Object-Level Security:
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OTBI reports and analyses also have object-level security settings, ensuring users can only interact with specific analyses, dashboards, or folders based on their assigned roles.
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🛡️ Types of Security in OTBI
✅ 1. Role-Based Access Control (RBAC)
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Users must have specific roles to access OTBI.
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For example, an HR Manager might have access to all employee data, while a Manager might only access data for their direct reports.
✅ 2. Data Security Policies
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Data security policies define which rows of data are visible to the user, based on their role and department.
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For example, an employee in the Sales department can only see records for employees in the same department.
Example: An HR Administrator with a global role can see data across all departments, while a Department HR Partner can only access records for their assigned department.
✅ 3. Folder Security
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OTBI folders can have security settings that restrict access based on roles.
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Administrators can restrict access to specific folders for certain user roles, ensuring sensitive data is only accessible to the right individuals.
🧑💼 How to Set Up Security for OTBI Reports
Step 1: Define User Roles
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In Fusion HCM, navigate to Security > Manage Roles.
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Assign users to predefined roles (e.g., HR, Payroll) or create custom roles if needed.
Step 2: Set Data Security Policies
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Use Security Profiles to define who can access which data.
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This is critical for ensuring that, for example, a department manager cannot access sensitive payroll information from other departments.
Step 3: Configure Folder-Level Security
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When saving reports, use Folder Access Control to define who can view or modify reports in specific folders.
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Control access using the Catalog and Shared Folders setup in OTBI.
🧠 Real-Time Scenario Example:
An HR analyst needs to create a report showing employee salary data by department, but only those within the HR department should be able to view it.
Role-based Security: Only HR Analysts can see the report.
Data Security Policies: Limit salary data access only to employees with a HR role.
Folder Security: Place the report in a Shared Folder accessible only by HR Analysts.
🔑 Best Practices for OTBI Security
| Tip | Why It Matters |
|---|---|
| Regularly review roles and permissions | Ensure users only have access to the data they need |
| Keep report and data security separate | Use both role-based access and data-level security for more granular control |
| Test security configurations | Always verify that security settings work before going live with reports |
⚡ OTBI Security Features Recap:
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Role-based access ensures that users only see relevant data based on their job role.
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Data-level security controls access to specific rows, preventing unauthorized data exposure.
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Folder-level security helps ensure sensitive reports are restricted to authorized users.
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