Portfolio Data Center provides additional data governance workflow on field and entity level security and maintenance not previously available in prior versions of classic entity maintenance. Field level security is configured through the PDC Field Group setup menu.

Field Level Security

PDC provides field level security via business groups on the Field Group setup menu. This means that only users who belong to a given business group can override data for the fields ‘owned’ by that business group. This is based on a configuration where ‘field groups’ (meta-data component) are assigned to a specific business group.

To assign field level security:

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1. In Portfolio Data Center, from the left navigation, click Setup > Field Groups.
   You see the Field Groups workspace with the available list of field groups.
2. On the Home tab, in the Manage group, click Create New.
   You see the Create New Field Group wizard displaying the Define page. 
3. In the ID box, type a unique identifier for the code, if required. Otherwise, by default, the system generates a unique identifier.
4. Type the name for the field group in the Name box.
5. Type a description about the field group in the Description box, if needed,
6. Click the Ownership/Management list to select the business group who can own and access the field group.
   Otherwise click the Lookup icon to select the business group to provide access to the field group. You can select only one business group.
7. Click Next.
   You see the Field page.
8. Click Select Fields list to select the fields for the field group.
   You can select one or more fields to the field group.
9. Click Next.
   You see the Policies page.
10. Click Select Policies to select one or more policies to add the field group.
    The system adds the field group to the selected policies.
11. Click Save & Close to save the changes.

Compound Business Group

Using Compound Business groups you can provide field editing access to users belonging to multiple business groups. A compound business group is a business group that ‘owns’ one or more regular business groups. Business groups are managed in the User Administration module.

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