Transaction Security

The Transaction Security section in Oracle Insurance Rules Workbench controls access to transactions associated with company plans. Transaction Security configuration becomes available after security is defined at both the Company and Plan levels. Once these are set, the Transaction Security folder displays available plans, organized by company and product.

Important: Security configuration is hierarchical. After Company Security and Plan Security are defined, the Transaction Security folder will display the relevant transactions. All access control flows from the company level, down through plans, to individual transactions.

Security Assignment Options

To access the Transaction Security editor, navigate to Security | Application Security | Security Groups | [Security Group Name] | Transaction Security | [Primary or Subsidiary Company].

Transaction Security Folder Structure

  1. At Product Level

    1. Select the relevant [Product folder].

    2. In the Configuration Panel (right panel), click the three-dot (⋯) hamburger menu icon in the top-right corner of the toolbar.

    3. Select from the following options

      1. Grant Access from All Transactions

      2. Remove Access from All Transactions

  2. At Plan Level

    1. Select a specific Plan Sub-folder from the Plans folder.

    2. In the Configuration Panel (right panel), click the three-dot (⋯) hamburger menu icon in the top-right corner of the toolbar.

    3. Select from the following options:

      1. Grant Access to All Transactions

      2. Remove Access from All Transactions

      3. Copy Parent Access

  3. At Individual Transaction Level

    1. Expand the Plan Sub-folder available under the Plans folder.

    2. Select a specific transaction for detailed security configuration.

    3. In the Configuration Panel (right panel):

      1. Choose a configu package from the dropdown.

      2. Click Check-Out to edit transaction security settings.

      3. When finished, click Check-In to save changes to the database.

    Editable Sections in the Configuration Panel

    • Transaction Name (Fixed Block) - Checkbox to grant or restrict access to all actions and fields for the transaction.

    • Button Access (Expandable Section) : Grant or restrict access to individual buttons using checkboxes or dropdown options in the Allowed column.

    • Error Overridability (Overrideable Errors): Set whether specific transaction validation errors can be overridden. Options include Override Allowed and Override Not Allowed.

    • Field Access (Expandable Section): Controls access to transaction fields. Options include:

      • Visible and Editable (default)

      • Disable Field Value (visible but not editable)

      • Hide Field Value (Field is hidden - with exceptions, for example, Effective Date cannot be hidden).

    • Requirement Fields : Available when the transaction includes requirements. Specific levels of access to requirement fields in Oracle Insurance Policy Administration are set here.

    • Masking : Manages masking for text fields, using levels defined in AsCodeMaskSecurityLevel and AsMaskDetail. Individual mask security can be adjusted using the AsCode and Mask editors.