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Oracle® Insurance Rules Palette 9.4.0.0 E18894_01

# Plan Security

Multiple plans may exist for a company. Plan security allows security levels for individual plans to be assigned on a plan by plan basis. The Plan Security folder holds a folder for the Primary company and any Subsidiary companies. Each company folder contains the plans associated with that company.

Security can be added to all pages in the plan by right-clicking on the plan name. Security can also be assigned on a page by page basis by opening the Plan Pages folder and selecting a specific plan page.

Plan Pages Right-Click Options

Note: Security is applied from the top down. Once Primary Company security is defined in the Company file and the Company pages, then the Plan Security folder will populate with available plans. Once Plan security is defined, then the Transaction Security folder will populate with available transactions.

## Explanation of a Plan Page

To open a Plan Page, right-click on the page and select Check-out. There are four sections that display in the Configuration Area.

1. Plan level security: grant access to all plan pages, buttons and fields by clicking the checkbox at the top of the Configuration Area to the right of the page name.

2. Button security: grant access to individual buttons on the page by clicking the checkbox to the right of a button. Buttons that are unchecked will not be visible to the user in OIPA.

3. Field security: grant access to individual fields. There are three options for field security:

- Visible and Editiable: the field is both enabled and the value held in the field is visible. This is the default setting and when selected no database entry will be made.

- Hide field value: the field is disabled, but the value held in the field is hidden.

- Disable field value: the field is disabled and any values are visible.

4. Masking: Add security to the mask applied to a text field. Security levels are defined in AsCodeMaskSecurityLevel and AsMaskDetail.

Plan Security in Admin Explorer

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