b2b service security reference for cx sales and

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Oracle CX Security Reference for CX Sales and B2B Service
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F43010-01
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Contents
CX Sales and B2B Service Offerings ........................................................................................................................................... 1
2 What's New 3 Overview ........................................................................................................................................................................................... 3
New Duties ....................................................................................................................................................................................... 3
Role Hierarchy ................................................................................................................................................................................. 9
Role Hierarchy ............................................................................................................................................................................... 29
Role Hierarchy ............................................................................................................................................................................... 47
Duties .............................................................................................................................................................................................. 47
Privileges ........................................................................................................................................................................................ 47
Role Hierarchy ............................................................................................................................................................................... 83
Role Hierarchy .............................................................................................................................................................................. 115
Role Hierarchy ............................................................................................................................................................................. 299
Role Hierarchy ............................................................................................................................................................................ 487
Privileges ...................................................................................................................................................................................... 492
Role Hierarchy ............................................................................................................................................................................. 677
Role Hierarchy ............................................................................................................................................................................. 729
Role Hierarchy ............................................................................................................................................................................. 857
Role Hierarchy ............................................................................................................................................................................ 899
Data Security Policies ................................................................................................................................................................ 918
14 Customer Contract Team Member (Abstract Role) 941 Description ................................................................................................................................................................................... 941
Role Hierarchy ............................................................................................................................................................................. 941
Role Hierarchy ............................................................................................................................................................................. 961
1033
Role Hierarchy ........................................................................................................................................................................... 1305
Role Hierarchy ............................................................................................................................................................................. 1311
Role Hierarchy ........................................................................................................................................................................... 1369
Role Hierarchy ........................................................................................................................................................................... 1423
Role Hierarchy ........................................................................................................................................................................... 1497
22 Engagement Channel Application Administrator (Job Role) 1561 Description .................................................................................................................................................................................. 1561
Privileges ..................................................................................................................................................................................... 1561
23 Engagement Channel Supervisor (Job Role) 1563 Description ................................................................................................................................................................................. 1563
Privileges .................................................................................................................................................................................... 1563
Role Hierarchy ........................................................................................................................................................................... 1565
Role Hierarchy ........................................................................................................................................................................... 1587
26 Enterprise Contract Team Member (Abstract Role) 1629 Description ................................................................................................................................................................................. 1629
Role Hierarchy ........................................................................................................................................................................... 1629
Role Hierarchy ........................................................................................................................................................................... 1649
28 Internal Help Desk Administrator (Job Role) 1655 Description ................................................................................................................................................................................. 1655
Role Hierarchy ........................................................................................................................................................................... 1655
29 Internal Help Desk Agent (Job Role) 1703 Description ................................................................................................................................................................................. 1703
Role Hierarchy ........................................................................................................................................................................... 1703
30 Internal Help Desk Manager (Job Role) 1731 Description .................................................................................................................................................................................. 1731
Role Hierarchy ............................................................................................................................................................................ 1731
Role Hierarchy ............................................................................................................................................................................ 1761
Role Hierarchy ........................................................................................................................................................................... 1767
33 Knowledge Author Service (Job Role) 1771 Description .................................................................................................................................................................................. 1771
Role Hierarchy ............................................................................................................................................................................ 1771
Role Hierarchy ........................................................................................................................................................................... 1775
Role Hierarchy ............................................................................................................................................................................ 1781
Role Hierarchy ............................................................................................................................................................................ 1841
Privileges .................................................................................................................................................................................... 1959
Role Hierarchy ............................................................................................................................................................................ 1961
Role Hierarchy ........................................................................................................................................................................... 2081
Role Hierarchy ........................................................................................................................................................................... 2277
Role Hierarchy ........................................................................................................................................................................... 2393
Role Hierarchy ........................................................................................................................................................................... 2457
Privacy ......................................................................................................................................................................................... 2516
Role Hierarchy ........................................................................................................................................................................... 2519
Role Hierarchy ........................................................................................................................................................................... 2573
Role Hierarchy ........................................................................................................................................................................... 2601
Role Hierarchy ........................................................................................................................................................................... 2637
Role Hierarchy .......................................................................................................................................................................... 2897
Role Hierarchy ........................................................................................................................................................................... 2937
Role Hierarchy .......................................................................................................................................................................... 2943
Role Hierarchy .......................................................................................................................................................................... 3063
Role Hierarchy .......................................................................................................................................................................... 3209
Privileges ..................................................................................................................................................................................... 3213
Role Hierarchy ............................................................................................................................................................................ 3331
Role Hierarchy ........................................................................................................................................................................... 3419
Role Hierarchy ........................................................................................................................................................................... 3565
Preface
Preface This preface introduces information sources that can help you use the application.
Using Oracle Applications
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Conventions The 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.
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Preface
Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.
Diversity and Inclusion
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Chapter 1 Introduction
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 an offering in Oracle Applications Cloud. Depending on the needs of your enterprise, determine what works best for your offering, 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 your offering, 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 or maintenance patches.
CX Sales and B2B Service Offerings This guide describes the security reference implementation for the CX Sales and B2B Service offerings.
There is a set of common roles that are required to set up and administer an offering. For information about these common roles, see the Oracle Applications Cloud Security Reference for Common Features guide.
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Chapter 1 Introduction
Chapter 2 What's New
2 What's New
Overview This release of the offering includes new job roles, abstract roles, duties, aggregate privileges, or privileges.
New Duties This table lists the new duties for the Sales and Service offering.
Duty Role Description
Subscription Sales View
Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.
Upload data for Message Import
Allows to upload data file to import message related data.
Upload data for Web Activity Import
Allows to upload data file to import web activity related data.
View Succession Org Chart by Manager
Allows a manager to view the succession org chart.
New Aggregate Privileges This table lists the new aggregate privileges for the Sales and Service offering.
Aggregate Privilege Description
Use REST Service - Journey Task Library
Allows the user to call all methods associated with the Journey Task Library REST Service.
Use REST Service - Journeys
Allows the user to call all methods associated with the Journeys REST Service.
Use REST Service - Succession Org Chart Read Only
Allows the user to call the GET method associated with the Succession Org Chart REST Service.
3
New Privileges This table lists the new privileges for the Sales and Service offering.
Granted Role Privilege Description
Manage Data Visualization Preference
Allows creation, modification and deletion of the user preferences for the data visualization configuration. For example, a user might prefer to view a data visualization configured initially as a horizontal Bar chart, to be displayed as a vertical Bar chart instead.
Channel Account Manager
Allows updating the attributes of MDF Marketing Claim Settlements
Channel Account Manager
Channel Operations Manager
Channel Sales Manager
Customer Relationship Management Application Administrator
Manage Data Visualization Configuration
Allows creation, modification and deletion of data visualization configurations either through UI pages or through REST service calls. For example, a data visualization could be configured to be displayed as a Bar chart.
4
Customer Relationship Management Application Administrator
View Data Visualization Configuration
Field Service Technician
Allows user to access Return Parts using a service
Allows user to access Service Activities using a service
Allows user to access Service Parts using a service
Create Parts Return List
Allow submission of the process that create Field Service Parts Return List
Internal Service Request Administration
Manage Journey By Manager
Partner Administrator
Partner Administrator
Partner Sales Manager
Partner Sales Manager
Partner Sales Representative
Allows creation, modification and deletion of the user preferences for the data visualization configuration. For example, a user might prefer
5
to view a data visualization configured initially as a horizontal Bar chart, to be displayed as a vertical Bar chart instead.
Partner Sales Representative
Product Hub Administration
Allows access to Upgrade Product Management ESS Job.
Sales Administrator
Sales Administrator
Allows creating Digital Sales Activity Appointment
Sales Administrator
Allows creating Digital Sales Activity Task
Sales Administrator
Sales Administrator
Sales Administrator
Allows creating sales leads for Digital Sales.
Sales Administrator
Manage Data Visualization Configuration
Allows creation, modification and deletion of data visualization configurations either through UI pages or through REST service calls. For example, a data visualization could be configured to be displayed as a Bar chart.
Sales Administrator
Sales Administrator
Allows the user to schedule jobs for Sales Order object
Sales Administrator
Allows administrators to run, schedule and monitor marketing integration campaign related scheduled jobs for Engineered Selling.
Sales Administrator
Update Completed Marketing Claim Settlement
Allows updating the attributes of MDF Marketing Claim Settlements in Complete status
Sales Administrator
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Sales Manager
Sales Manager
Sales Representative
Sales Representative
Sales VP
Sales VP
Allows creating Digital Sales Activity Appointment
Sales VP
Allows creating Digital Sales Activity Task
Sales VP
Sales VP
Sales VP
Allows creating sales leads for Digital Sales.
Sales VP
Sales VP
Service Request Administrator
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Manage Survey Requests
Allows the user to create, update, view, and delete survey requests.
Setup Self Service Role Mapping
Allows the user to setup the mapping between the self service and the identiy provider roles.
View Resource Capacities
View Survey Requests
Service Request Channel User
Service Request Contributor
Service Request Power User
Service Request Power User
Service Request Troubleshooter
View Resource Capacities
Service Request Troubleshooter
Subscription Sales View
Subscription Search and View Access
View Subscription Approval Details
View Succession Org Chart
8
Chapter 3 Anonymous 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
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.
Attachments User
UCM application role for access to attachments using the integrated user interface or the standalone product.
CRM Stage Write
Allows uploading CRM content to stage area on content server
9
Allows the anonymous user to view business licenses.
PSC Anonymous Code Enforcement Incident Inquiry
Anonymous Code Enforcement Incident Inquiry Duty
PSC Anonymous Permit Application Inquiry
Anonymous Permit Application Inquiry Duty
PSC Anonymous Planning and Zoning Application Inquiry
The anonymous Planning and Zoning application inquiry duty.
PSC Anonymous User
Unregistered public users
PSC Execute OPA Questionnaire
Execute OPA Questionnaire Duty
PSC Map User
Map User Duty
PSC Projects Inquiry
Allows users to view Public Sector projects. This access is assigned to all users.
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
View Project Attachments
Privileges This table lists privileges granted to duties of the Anonymous User abstract role.
Granted Role Granted Role Description Privilege
Anonymous User
Add Class to Shopping Cart
Anonymous User
CRM Anonymous Permissions
Create Self Service Partner Registration
Anonymous User
Get Chat Configurations
HCM Anonymous Role Permissions
Make Adjustments to Shopping Cart
Anonymous User
Record Communication Response
Register Self Service Student Record
Anonymous User
Register Supplier
Anonymous User
Request for chat
Anonymous User
View Student Management Settings
View Supplier Negotiation Abstract
View User Page Permissions
View Business Entity Licenses
View Business License Entity Overview
PSC Anonymous Business License Inquiry
View Business License Overview
PSC Anonymous Code Enforcement Incident Inquiry
Anonymous Code Enforcement Incident Inquiry Duty
Access Public Sector Recent issues
Access Apply for Permit Page
Access Permit Level Communication List
View Applicant Information
View Communication in Permit Level Communication List
View Inspector Calendar
View Permit
View Permit Amendment
View Permit Application Information
View Permit Comments
View Permit Conditions
View Permit Fees
View Permit Overview
View Permit Projects
View Permit Property Information
View Permit Related Records
View Permit Workflow
View Permit Workflow Comments
View Permits
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View Refund Fees and Payments
View Void Fees and Payments
View Workflow list
Access Apply for Planning and Zoning Page
View Planning and Zoning Conditions
View Planning and Zoning Overview
View Planning and Zoning Projects
View Planning and Zoning Property Information
View Planning and Zoning Workflow
View Refund Fees and Payments
PSC Anonymous User Landing Page
Anonymous User Landing Page Duty
Access Anonymous User Landing Page
Access PSC default access needed by all PSC Users
View Communication in Permit Level Communication List
View Public Sector Related Transactions
PSC Execute OPA Questionnaire
Execute OPA Questionnaire Duty
View Hearings
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View Project Fees and Payments
View Project Inspections
View Public Sector Project Permits
View Public Sector Project Property
View Public Sector Projects
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 User abstract role.
Business Object Policy Description Policy Store Implementation
Application Attachment
A Anonymous User can delete application attachment for the supplier category from supplier
Role: Anonymous User Privilege: Delete Application Attachment Resource: Application Attachment
A Anonymous User can delete application attachment for the supplier qualification response category including from supplier
Role: Anonymous User Privilege: Delete Application Attachment Resource: Application Attachment
A Anonymous User can modify application attachment for the supplier category from supplier
Role: Anonymous User Privilege: Update Application Attachment Resource: Application Attachment
14
A Anonymous User can modify application attachment for the supplier qualification response category including from supplier
Role: Anonymous User Privilege: Update Application Attachment Resource: Application Attachment
A Anonymous User can view application attachment for the supplier category from supplier
Role: Anonymous User Privilege: Read Application Attachment Resource: Application Attachment
A Anonymous User can view application attachment for the supplier category to supplier
A Anonymous User can view application attachment for the supplier qualification question category including to supplier
A Anonymous User can view application attachment for the supplier qualification questionnaire category including to supplier
A Anonymous User can view application attachment for the supplier qualification response category including from supplier
Business License Field Groups
An Anonymous User can view psc record for business licenses that are visible to anonymous users
Role: PSC Anonymous Business License Inquiry Privilege: View PSC Record (Data) Resource: Business License Field Groups
Public Sector Business Locations
An Anonymous User can view psc business location for all business locations that can be accessed by anonymous users
Role: PSC Anonymous Business License Inquiry Privilege: View PSC Business Location (Data) Resource: Public Sector Business Locations
Public Sector Cloud Attachments
An Anonymous User can view psc attachments for no access project attachments as role is obsolete
Role: PSC View Permit Project Attachments OBSOLETE Privilege: View PSC Attachments (Data)
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Resource: Public Sector Cloud Attachments
Public Sector Cloud Cash Drawer
An Anonymous User can view psc cash drawer for all cash drawer
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Cash Drawer (Data) Resource: Public Sector Cloud Cash Drawer
Public Sector Cloud Cashier Session
An Anonymous User can view psc cashier session for all cashier session
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Cashier Session (Data) Resource: Public Sector Cloud Cashier Session
Public Sector Cloud Communication
An Anonymous User can view psc communication for ad hoc alerts with visibility set to public users
Role: PSC Anonymous User Privilege: View PSC Communication (Data) Resource: Public Sector Cloud Communication
An Anonymous User can view psc communication for communication with visibility is set to public users
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Communication (Data) Resource: Public Sector Cloud Communication
An Anonymous User can view psc communication for planning applications communication with visibility is set to public users
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View PSC Communication (Data) Resource: Public Sector Cloud Communication
Public Sector Cloud Condition List
An Anonymous User can view psc condition list for permits with system status not in pending, void, expired, denied or withdrawn
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Condition List (Data) Resource: Public Sector Cloud Condition List
Public Sector Cloud Condition List
An Anonymous User can view psc condition list for planning applications with system status not in pending, void, expired, denied or withdrawn
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View PSC Condition List (Data) Resource: Public Sector Cloud Condition List
Public Sector Cloud Hearings
An Anonymous User can view hearings for hearings with status not set as tentative
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View Hearings (Data)
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Resource: Public Sector Cloud Hearings
Public Sector Cloud Parcel
An Anonymous User can view psc parcel for all parcel of permits not in pending, void, withdrawn, expired or denied statuses
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Parcel (Data) Resource: Public Sector Cloud Parcel
Public Sector Cloud Parcel
An Anonymous User can view psc parcel for all parcel of planning applications not in pending, void, withdrawn, expired or denied statuses
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View PSC Parcel (Data) Resource: Public Sector Cloud Parcel
Public Sector Cloud Parcel Address
An Anonymous User can view psc parcel address for all parcel address of permits not in pending, void, withdrawn, expired or denied statuses
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Parcel Address (Data) Resource: Public Sector Cloud Parcel Address
Public Sector Cloud Parcel Address
An Anonymous User can view psc parcel address for all parcel address of planning applications not in pending, void, withdrawn, expired or denied statuses
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View PSC Parcel Address (Data) Resource: Public Sector Cloud Parcel Address
Public Sector Cloud Parcel Owner
An Anonymous User can view psc parcel owner for all parcel owner of permits not in pending, void, withdrawn, expired or denied statuses
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Parcel Owner (Data) Resource: Public Sector Cloud Parcel Owner
Public Sector Cloud Parcel Owner
An Anonymous User can view psc parcel owner for all parcel owner of planning applications not in pending, void, withdrawn, expired or denied statuses
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View PSC Parcel Owner (Data) Resource: Public Sector Cloud Parcel Owner
Public Sector Cloud Payment Cart
An Anonymous User can view psc payment cart for no permits
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Payment Cart (Data) Resource: Public Sector Cloud Payment Cart
Public Sector Cloud Property Setup
An Anonymous User can view psc property setup for all property setup
Role: PSC Anonymous User Privilege: View PSC Property Setup (Data)
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Resource: Public Sector Cloud Property Setup
Public Sector Cloud Property Setup Address District
An Anonymous User can view psc property setup for all property setup
Role: PSC Anonymous User Privilege: View PSC Property Setup (Data) Resource: Public Sector Cloud Property Setup Address District
Public Sector Cloud Record
Role: PSC Anonymous Business License Inquiry Privilege: View PSC Record (Data) Resource: Public Sector Cloud Record
An Anonymous User can view psc record for permits with system status not in pending, void, expired, denied or withdrawn
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Record (Data) Resource: Public Sector Cloud Record
An Anonymous User can view psc record for planning applications with system status not in pending, void, expired, denied or withdrawn
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View PSC Record (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted address line 1 for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Address Line 1 (Data) Resource: Public Sector Cloud Record
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Address Line 4 (Data)
18
Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant city for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant City (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant country for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Country (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant county for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant County (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant email address1 for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Email Address1 (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant email address2 for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Email Address2 (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant first name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant First Name (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant id for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant ID (Data) Resource: Public Sector Cloud Record
19
An Anonymous User can view redacted applicant last name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Last Name (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant last updated by for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Last Updated by (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant middle name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Middle Name (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Name (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant name prefix for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Name Prefix (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant name suffix for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Name Suffix (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant phone area code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Phone Area Code (Data) Resource: Public Sector Cloud Record
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An Anonymous User can view redacted applicant phone country code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Phone Country Code (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant phone number for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Phone Number (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant postal code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Postal Code (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant profile id for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Profile Id (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant province for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant Province (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted applicant state for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Applicant State (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted created by for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Created By (Data) Resource: Public Sector Cloud Record
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An Anonymous User can view redacted date of birth for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Date Of Birth (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted person title for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Person Title (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted phone extension for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Phone Extension (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted postal plus code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Postal Plus Code (Data) Resource: Public Sector Cloud Record
An Anonymous User can view redacted submitted by for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous Permit Application Inquiry Privilege: View Redacted Submitted By (Data) Resource: Public Sector Cloud Record
Public Sector Cloud Record Fees
An Anonymous User can view psc record fees for permits with system status not in pending, void, expired, denied or withdrawn
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Record Fees (Data) Resource: Public Sector Cloud Record Fees
Public Sector Cloud Record Fees
An Anonymous User can view psc record fees for planning applications with system status not in pending, void, expired, denied or withdrawn
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View PSC Record Fees (Data) Resource: Public Sector Cloud Record Fees
Public Sector Cloud Related Record Type
An Anonymous User can view psc related record type for all related record type
Role: PSC Anonymous Permit Application Inquiry Privilege: View PSC Related Record Type (Data)
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Resource: Public Sector Cloud Related Record Type
Public Sector Cloud Related Transactions
An Anonymous User can view public sector related transactions for all related transactions
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View Public Sector Related Transactions (Data) Resource: Public Sector Cloud Related Transactions
Public Sector Cloud Related Transactions
An Anonymous User can view required applications in pre-application for all required applications of pre-applications
Role: PSC Anonymous Planning and Zoning Application Inquiry Privilege: View Required Applications in Pre- Application (Data) Resource: Public Sector Cloud Related Transactions
Public Sector Project Addresses
An Anonymous User can view public sector project property for all projects
Role: PSC Projects Inquiry Privilege: View Public Sector Project Property (Data) Resource: Public Sector Project Addresses
Public Sector Project Contacts
An Anonymous User can view public sector project contacts for no access
Role: PSC Projects Inquiry Privilege: View Public Sector Project Contacts (Data) Resource: Public Sector Project Contacts
Role: PSC Anonymous User Privilege: View Redacted Address Line 1 (Data) Resource: Public Sector Project Contacts
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An Anonymous User can view redacted applicant city for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant City (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant country for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Country (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant county for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant County (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant email address for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Email Address (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant first name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant First Name (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant last name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Last Name (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant middle name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Middle Name (Data) Resource: Public Sector Project Contacts
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An Anonymous User can view redacted applicant name for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Name (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant name prefix for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Name Prefix (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant name suffix for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Name Suffix (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant phone area code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Phone Area Code (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant phone country code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Phone Country Code (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant phone number for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Phone Number (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant postal code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Postal Code (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted applicant province for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant Province (Data) Resource: Public Sector Project Contacts
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An Anonymous User can view redacted applicant state for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Applicant State (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted person title for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Person Title (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted phone extension for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Phone Extension (Data) Resource: Public Sector Project Contacts
An Anonymous User can view redacted postal plus code for applicant details of applicants who are not law and judicial officers
Role: PSC Anonymous User Privilege: View Redacted Postal Plus Code (Data) Resource: Public Sector Project Contacts
Public Sector Project Parcel Owners
Role: PSC Projects Inquiry Privilege: View Public Sector Project Property (Data) Resource: Public Sector Project Parcel Owners
Public Sector Project Parcels
Role: PSC Projects Inquiry Privilege: View Public Sector Project Property (Data) Resource: Public Sector Project Parcels
Public Sector Project Record Cross Reference
An Anonymous User can view public sector project permit for all projects
Role: PSC Projects Inquiry Privilege: View Public Sector Project Permit (Data) Resource: Public Sector Project Record Cross Reference
Public Sector Projects
An Anonymous User can view public sector projects for all projects
Role: PSC Projects Inquiry Privilege: View Public Sector Projects (Data) Resource: Public Sector Projects
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Reusable Custom Fields for Business Licenses
Role: PSC Anonymous Business License Inquiry Privilege: View PSC Record (Data) Resource: Reusable Custom Fields for Business Licenses
Trading Community Organization Party
A Anonymous User can view trading community organization party for all organizations in the enterprise with usage partner
Role: Anonymous User Privilege: View Partner (Data) Resource: Trading Community Organization Party
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Chapter 4 Business Practices Director (Job Role)
4 Business Practices Director (Job Role)
Description Defines and manages sales or procurement contract policies and standards. Ensures all corporate contracts conform to established guidelines and best practices.
Role Hierarchy The Business Practices Director job role directly and indirectly inherits these roles.
• Business Practices Director Contract Terms Library Administration
Contract Terms Library Search and View Access
Functional Setups
Item Inquiry
Negotiation Viewing
Upload data for Clause Import
Duties This table lists the duties assigned directly and indirectly to the Business Practices Director job role.
Searches and views Contract Terms Library objects, including terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes.
Functional Setups
Uses the functional user overview, and assigned tasks, and task lists.
Item Inquiry
Negotiation Viewing
View the negotiation summary and details pages.
Upload data for Clause Import Allows to upload data file to import clause data.
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Privileges This table lists privileges granted to duties of the Business Practices Director job role.
Business Practices Director
Defines and manages sales or procurement contract policies and standards. Ensures all corporate contracts conform to established guidelines and best practices.
Download Contract for External Parties
Enable Administrator Access
Enable Buy Intent
Enable Sell Intent
Export Customer Account
Export Customer Account Contact
Export Customer Account Relationship
Manage Contract Terms Library Work Area
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Search Clauses in the Contract Terms Library
Search Contract Expert Rules in the Contract Terms Library
Search Customer Account Relationships
Search Customer Account Site
Search Folders in the Contract Terms Library
Search Numbering Schemes in the Contract Terms Library
Search Purchase Agreement
Search Sections in the Contract Terms Library
Search Terms Templates in the Contract Terms Library
Search Trading Community Organization
Defines and manages sales or procurement contract policies and standards. Ensures all
Search Variables in the Contract Terms Library
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corporate contracts conform to established guidelines and best practices.
View Clause in the Contract Terms Library
View Contract
View Contract Template
View Contract Terms
View Customer Account
View Customer Account Contact
View Customer Account Contact Responsibility
View Customer Account Information
View Customer Account Relationship
View Customer Account Relationships
View Customer Account Site
View Customer Account Site Use
View Folder in the Contract Terms Library
View Numbering Schemes in the Contract Terms Library
View Purchase Agreement
View Purchase Order
View Section in the Contract Terms Library
View Terms Template in the Contract Terms Library
View Variable in the Contract Terms Library
Contract Terms Library Administration
Adopt Global Clauses for a New Business Unit
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Analyze Contract Clause Usage
Define Clause in the Contract Terms Library
Define Folders in the Contract Terms Library
Define Numbering Scheme in the Contract Terms Library
Define Section in the Contract Terms Library
Define Terms Template in the Contract Terms Library
Define Variable in the Contract Terms Library
Import Contract Clauses
Purge Contract Clause Import Tables
Purge Contract Temporary Tables
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View Terms Template in the Contract Terms Library
View Variable in the Contract Terms Library
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Search Contract Expert Rules in the Contract Terms Library
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Searches and views Contract Terms Library objects, including terms templates, clauses, Contract Expert rules, sections, variables, folders, questions,

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