Identify who has authority to run Oracle Business Intelligence (OBI) financial reporting and who has authority to grant that authority for a particular scope (including organization, PTA and subject area).
Identify Who has OBI Financial Reporting Authority
Before You Start
- Learn the four-letter org code of the owning organization or its parent hierarchy lineage. Refer to Topic Overview: Org Codes
- Be familiar with the OBI authority model so you can identify the people who have the desired authority. Refer to Resource: OBI Financial Reporting Authority Model for more information.
- Learn more about reporting authority in the Topic Overview: Financial System and Reporting Authority.
- Go to Authority Manager
- Enter SUNet ID and password, if prompted
- Select the Search for Person/Org/Request tile
- Begin entering the Org Name or four-character Org Code in the search field
- Select the organization from the search results to display all authority assignments for that organization.
- Use the filters on the left to refine the results to view the OBI Financial Reporting authority assignments for the selected org
- Expand the Subsystem accordion and select Enterprise Reporting
- Expand the Business Function accordion and select Financial Reporting
By selecting the View Org Hierarchy icon (located under the organization name displayed at the top of the screen), you can navigate authority assignments at different levels of the org hierarchy. Moving up an org level can reveal additional people with authority at the higher level that includes authority for the level below.
| Privilege | Capability |
|---|---|
| Report Viewer |
|
| Intermediate Ad Hoc User |
|
| Advanced Ad Hoc User |
(Reserved for the central OBI Financial Reporting team) |
Individuals with a green checkmark after the phrase Grantable can grant specific authority to others.
Identify Who Can Grant OBI Financial Authority
Before You Start
- Determine the four-letter org code of the owning organization or its parent hierarchy lineage. Learn more in the Topic Overview: Org Codes
- Be familiar with the OBI authority model so you can identify the people who have the desired authority. Learn more in the Resource: OBI Financial Reporting Authority Model for more information.
- Learn more about reporting authority in the Topic Overview: Financial System and Reporting Authority.
- Go to Authority Manager
- Enter SUNet ID and password, if prompted
- Select the Who can grant authority? tile
- In the Privilege search field, enter Financial Reporting
- Under Enterprise Reporting, select one of the following options:
- Report Viewer
- Intermediate Ad Hoc User
- In the Grantor Organization search field, begin entering the Org Name or four-character Org Code in the search field
- Select the organization from the search results
- Select Search
The results display the grantors for the particular privilege and org, starting at the lowest level of organizational grantor. You may have to view a parent organization or use the Authority Scope Organization search field to find grantors at higher levels in the organization structure.
Grantors of OBI Financial Reporting for an organization can also be found using the
- Org Inquiry report within the Reference Data and Inquiry Dashboard
- Finance Authority Dashboard report in OBI.