Security Groups

Security groups are used to organize and control user access within the Oracle Insurance Policy Administration system.

Security groups can be created, edited, and deleted in the Application Security folder under the Security section of the Navigation Explorer.

Creating a Security Group

1. In the Navigation Explorer (left panel), navigate to Security | Application Security | Security Groups folder.

2. Select the Security Groups folder to open the Security Groups Configuration Area in the right panel.

3. Click the + Add icon to open the Security Group creation form.

4. Enter a unique Security Group Name.

5. Click Create. A folder for the new Security Group is created in Draft status in the Navigation Explorer (left panel). This does not save the security group to the database yet.

6. The Configuration Area (right panel) displays the Company Security screen.

   • In the Company Security screen, select the checkboxes next to the companies to authorize for this security group.

   

   Important: Each security group can be linked to only one primary company. If more than one company is selected as primary, a validation error appears during check-in: "ValidationError: One Primary company selection is allowed per Security Group".

   • From the toolbar, select a config package from the dropdown.

   • Click Check-In to save the security group to the database.

7. After check-in, the following subfolders—Inquiry Security, Plan Security, and Transaction Security—are automatically created for the new security group.

Editing a Security Group

1. In the Navigation Explorer (left panel), navigate to Security | Application Security | Security Groups folder.

2. Expand the Security Groups folder to display the list of groups.

3. Select the required Security Group folder.

4. Expand the Company Security subfolder and select the Company Security item.

5. In the Configuration Panel (right panel), select a config package from the dropdown.

6. Click Check-Out to enable edit mode.

7. Update company authorizations by selecting or clearing the relevant checkboxes.

8. When modifications are complete, click Check-In to save the changes to the database.

Deleting a Security Group

1. In the Navigation Explorer (left panel), navigate to Security | Application Security | Security Groups folder.

2. Expand the Security Groups folder to display the list of groups.

3. Select the desired Security Group folder.

4. From the toolbar, select the appropriate config package from the dropdown.

5. Click the Delete icon on the toolbar.

6. A confirmation message will appear: "Are you sure you want to delete this entity? When you remove this entity, all of its references will also be deleted." Click OK to proceed or Cancel to abort the operation.

Important: A security group cannot be deleted if users are assigned to it. When an attempt is made to delete a security group with assigned users, an informational message is displayed and deletion cannot proceed. All user associations must be either reassigned to another security group or removed from the security group prior to deletion.