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

  • Learn the four-letter org code of the owning organization or its parent hierarchy lineage.  See Topic Overview: Find Existing Org Codes
  • Be familiar with the OBI authority model so you can identify the people who have the desired authority. Refer to OBI Financial Reporting Authority Model for more information.
  1. Enter authority.stanford.edu in the browser
  2. Log in using  SUNet ID and password
  1. Click the Search for Person/Org/Request tile
  2. Begin entering the Org Name or four-character Org Code in the search field
  3. Select the organization from the search results to display all authority assignments for that organization.
  1. Filter the results to view the authority assignments specific to OBI Financial Reporting for the selected org
    1. Expand the Subsystem accordion and select Enterprise Reporting
    2. Expand the Business Function accordion and select Financial Reporting

 By clicking on 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
  • View static or interactive reports delivered via OBI report catalogs and dashboards
  • Perform analysis through interactive reports using customization, drill-down and drill-across functionality
  • Share customized dashboard analyses with other OBI users using bookmarks
  • Export analysis outputs to data file, Excel, PDF or PPT
  • Can run ad hoc analyses, but not edit them
Intermediate Ad Hoc User
  • Create analyses for themselves
  • Share analyses with other OBI users (report viewer and ad hoc)
  • Can schedule analyses to be run and emailed to other users
Advanced Ad Hoc User
  • Create analyses and publish in OBI for use campus-wide

(Currently reserved for the central OBI Financial Reporting team)

Individuals with a green checkmark after the phrase Grantable can grant specific authority to others.

Authority - Identify Who Can Grant OBI Financial Authority

  1. Enter authority.stanford.edu in the browser
  2. Log in using  SUNet ID and password
  1. Click the Who can grant authority? tile
  2. In the Privilege search field, enter Financial Reporting
  3. Under Enterprise Reporting, select one of the following options:
    1. Report Viewer
    2. Intermediate Ad Hoc User
  4. In the Organization search field, begin entering the Org Name or four-character Org Code in the search field
  5. Select the organization from the search results
  6. Click 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 to find a grantor.   

 

Additional Information

Grantors of OBI Financial Reporting for an organization can also be found using the Org Inquiry report within the Reference Data and Inquiry Dashboard.

Questions?

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