Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# OIPA Security

Security for the Oracle Insurance Policy Administration (OIPA) system is configured in the Rules Palette. The Admin Explorer has a link for OIPA Security, which allows you to enter new user information, edit user information, delete user information and manage security groups.

OIPA security can be configured at three levels: company, plan and transaction. Within each level, you can give users access to pages as well as the actions on those pages.

At each level, access can be assigned at the top, which would allow a user to access all buttons on a particular page. Access can also be assigned at a very granular level, where a user may only be able to access one button on a particular page. Users can also be restricted from performing certain tasks at the activity level. For example, a user may only be able to process activities on the activity page, but may not be able to delete activities. Security in OIPA allows for precise and detailed levels of restriction for all types of system users, from agents to service representatives and department managers.

Here is an example of the Security Group feature. Every individual button on each screen of the system is listed along with a check box. In this example the Client Primary Company page is shown. By selecting the highest level checkbox on the Client line, all buttons within that group are also selected. You can deselect any option by clicking the checked box. The information is then saved and a new security group is created.

Steps to Create a new Security Group

1. Right-click the Security Groups folder from the OIPA Security folder in Admin Explorer.

2. Select Create New Security Group.

3. Select Yes to assign all security privileges to the new security group or select No to set security privileges manually.

4. Select Finish.

5. Navigate to Admin Explorer and open the OIPA Security node.

6. Open Security Groups and scroll down until you see the new security group you created.

7. Check-in the file and then check it out again so that you can configure the privileges.

8. Scroll through the list of privileges and check the box next to each button you want the group to have access to.

9. Check-in the file when you are finished to save the changes to the database.

Note: Users can be assigned to multiple groups. The privileges will overlap giving that user all available privileges associated with each assigned group.

Steps to Edit a Security Group

1. Open Security Groups from the OIPA Security folder in Admin Explorer.

2. Open the folder that contains the security group you want to edit.

3. Right-click on the XML file and select Check-out.

4. Select or de-select checkboxes next to the privileges you need to edit.

5. Right-click on the XML file and select Check-in. This will save your changes to the database.

Security must be assigned to each user of the OIPA system. During set-up a log-in ID and password will be created and the user will be associated with a specific security group(s). A security manager will need to send the log-in information to the user once the user has been added to the system.

Steps to Add a New User

1. Open the Security Groups folder from the OIPA Security folder in Admin Explorer.

2. Right-click on the Users folder and select Add New.

3. Enter the user information as shown in the image below. This is where the user's log-in name and password are created. You will need to send this information to the user once it has been saved.

4. Select the primary company the user will be working with.

5. Select the locale where the user is based. The locale determines the language that dynamic fields and transaction names will display in.

6. Select the Security Group to assign to the user.

4. Select Finish when all of the information has been selected. The user information will appear as an individual XML file under the User node.

Steps to Delete a User

1. Right-click on the user you want to delete.

2. Select Delete User.

3. Select Yes on the Delete Confirmation window. The user will be removed.

Steps to Edit User Information

1. Double-click on the user file you want to edit. It will open in the Configuration Area.

2. Make the changes to the user file.

3. Click Save on the Tool bar when you are finished. This will save your changes.