Reference Data Center (RDC) Business Group Security

Owned by Pamela Totas (Deactivated)
Sept 12, 2022
2 min read

Refence Data Center provides data governance workflow on field level security. Field level security is configured through the RDC Field Group setup menu.

Field Level Security

RDC 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:

In RDC, while creating/editing Field Groups you can assign permission (Ownership/Management) to all fields belonging to a Field Group.

  1. In Reference Data Center, from the left navigation, click Setup > Field Groups.
    You see the Field Groups workspace with the available list of field groups.

  2. 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 the All fields added to this Field group just remain together.

  8. Click Next.
    You see the Field page. Here you create new Fields Groups.

  9. From the Select Fields drop-down select the fields for the field group.
    You can select one or more fields to the field group.

  10. Click Next.
    You see the Data Strategy page.

  11. Select a Data Strategy from the drop-down list.

  12. Under Data Strategy Settings you can update the settings for Field groups, Field, Validations, Source Rules, and Override Values.

  13. Click on the corresponding tab and update the Data Strategy settings as needed. See Create a Data Strategy for more details.

  14. Click Save & Close to save the changes.
    The system adds the field group to the selected data strategy.

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.

For example assume that:

  • Users 1-10 are in Business Group 1.

  • User 11-20 are in Business Group 2.

  • A RDC field group is currently assigned to Business Group 1. This means that although all 20 users can view entities and the field values in RDC, only users 1-10 can update or edit them.

  • You want to grant field editing capabilities to all 20 users without having to pull users 11-20 out of Business Group 2.

To do this, go to the User Administration module and create a new compound business group (for example, Compound Group ABC) and add both business groups 1 & 2.

Next, go to RDC and edit the Field Group and change its Ownership/Management assignment from Business Group 1 to Compound Group ABC. Now users from both business groups will have create and edit access to all fields in this Field Group.

 

For more information about Compound groups, see User Administration

 

 

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