Table of Contents

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  1. Preface
  2. Introduction
  3. Establishing a Root Node
  4. Defining the Business Entity Model
  5. Configuring Business Entity Properties
  6. Configuring Reference Entity Properties
  7. Transforming Business Entities and Views
  8. Managing Many-to-Many Relationships
  9. Configuring Search
  10. Configuring Workflow Tasks and Triggers
  11. Configuring Security and Data Filters for Business Entities
  12. Integrating Data as a Service
  13. Configuring External Calls
  14. Designing the Data Director User Interface
  15. Localizing Data Director
  16. Provisioning Tool Frequently Asked Questions

Role Privileges for a Business Entity

Role Privileges for a Business Entity

To gain access to a business entity, your user role must have the correct resource privileges on the base objects and other resources.
For example, to be able to create a record for a Person business entity, a user role requires the create and read privileges on the root base object, the read privilege on the lookup base objects, and the execute privilege on the cleanse functions.
The following table lists the actions that you can perform for a business entity and the minimum privileges that are required on the ORS resources:
Business Entity Actions
ORS Resources
Resource Privilege
Create a record
Root base object
Create and Read
Lookup base objects
Read
Cleanse functions used in transformations
Execute
Read a record
Root base object
Read
Lookup base objects
Read
Update a record
Root base object
Read and Update
Lookup base objects
Read
Child: many
Create, Update, or Delete
Child: one
Update
Cleanse functions used in transformations
Execute
Delete a record
Root base object
Delete
XREF object
Delete
Merge records
One or more nodes
Update and Merge
Start a merge task
One or more nodes
Read and Update
Unmerge a record
One or more nodes
Merge
Start an unmerge task
Root base object
Read
One or more nodes
Read
Search
One or more searchable fields
Read
If a role is allowed to perform an action without going through a workflow, remember to set a matching workflow trigger for that role.

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