Table of Contents

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  1. Preface
  2. Introduction
  3. IDD Concepts
  4. Implementation Process
  5. IDD Configuration Manager
  6. Manual IDD Configuration
  7. IDD Global Properties
  8. Sizing and Platform Requirements
  9. Application Components
  10. IDD Security Configuration
  11. Data Security
  12. Example Role-Based Security Configuration
  13. Data Masking
  14. Siperian BPM Workflow Engine
  15. Locale Codes
  16. Troubleshooting
  17. Glossary

Data Director Implementation Guide

Data Director Implementation Guide

Open Merge/Unmerge Tasks

Open Merge/Unmerge Tasks

IDD applies the following rules to determine whether the merge or unmerge task can be opened by the user.
  • Merge task can be opened, only if all the Primary Object that are to be merged meet the data security settings.
  • Unmerge task can be opened if Primary Object can be opened according to Data Security settings.
For example, consider a data security model in which the user has the role, SalesManager-CA and has the security filter billing address state code – CA.
Using the data security model mentioned above, consider a scenario where there are two persons in database with same name Kevin Durant. One of the individuals has one billing address in LA (CA State), and the other one has a Bill Address in New York (NY State). User with no data security restrictions creates
Merge
task for two person records. Users with SalesManager- CA role will not be able to open the task as they do not have the required permission to open a person record with billing Address in NY State and thus cannot perform a whole
Merge
task.

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