Transaction Security
After Company and Plan security have been defined, the transactions associated with the company and plans are displayed under the Transaction Security folder. Plan folders are listed inside the associated company folder.
Security can be added to all transactions in a plan by right-clicking on the plan name. Security can also be assigned to individual transactions by opening the Plan folder and selecting a specific transaction.
Transaction Security Right-Click Options
Security is applied from the top down. Once Primary Company security is defined in the Company file and the Company pages, then the Plan Security folder will populate with available plans. Once Plan security is defined, then the Transaction Security folder will populate with available transactions.
Explanation of Transaction Security
To open a Transaction Security editor, right-click on the transaction and select Check-out. There are four sections that display in the Configuration Area.
If the underlying rule has a context that allows state overrides, the Rules Palette will prompt the user to select a state value from a Context pop-up window.This state value is used to resolve potential copybooks for their field information.
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Transaction level security: grants access to all buttons and fields associated with the transaction by clicking the checkbox at the top of the Configuration Area to the right of the transaction's name.
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Button security: grant access to individual buttons and actions for the transaction by clicking the checkbox to the right of a button. Buttons that are unchecked will not be visible to the user in OIPA. Override buttons receive security from this section.
- ActivityAddOverride: controls the display of the Override option on the Add Activity screen when an activity error occurs due to the TransactionTimes business rule.
- ActivityDelete: When an activity is pending this controls the display of the trash can
icon to the right of the activity. This icon allows a user to delete an activity. - ActivityDeleteOverride: controls the ability to override and delete an activity that could not process due to the attached TransactionTimes business rule.
- ActivityDetail; controls the display of activity detail inside the Add Activity window when a new activity is added.
- ActivityError: controls the display of the error
icon in the Action column on the Activity screen. This icon displays when an activity cannot process due to errors. - ActivityErrorOkOverride: controls the display of the OK button on the Error Override window when the activity is halted due to the TransactionTimes business rule. A user cannot override the error without this privilege.
- ActivityPostAssignmentError:controls the display of the PostAssignment error icon in the Action column on the Activity screen. This icon displays when an activity cannot process due to a post assignment validation error post assignment validation error.
- ActivityPostAssignmentErrorOkOverride: controls the display of the OK button on the Post Assignment Error Override window. A user cannot override an error without this privilege.
- ActivityProcess: controls the display of the lightning bolt
icon in the Action column on the Activity screen. This icon allows a user to process an activity. - ActivityProcessNUVPending: controls the display of the lightning bolt icon to process an activity that is in NUV Pending status.
- ActivityProcessNUVPendingOverride: controls the display of the override option when an activity in NUVPending fails to process.
- ActivityProcessOverride: controls the display of the override option when normal activity processing is interrupted.
- ActivityRecycle: controls the display of the recycle
icon to the right of the activity. It allows a user to recycle a processed activity. - ActivityRequirement: controls the display of the requirement
icon in the Action column on the Activity screen. This icon only applies to activities that have requirements that must be satisfied before the activity can process. - ActivityRequirementDeleteOverride: controls the display of the Delete option in the Activity Requirements window, when TransactionTimes halts activity processing.
- ActivityRequirementOkOverride: controls the display of the Override option in the Requirement window. This checkbox is accessed by clicking the requirement icon in the Action column on the Activity screen.
- ActivityResult: controls the display of the Activity Detail icon to the left of a processed activity. When clicked it shows the results of the processed activity.
- ActivityReverse: controls the display of the trash can icon for activities that have already processed.
- ActivityReverseOverride: controls the display of the recycle icon when TransactionTimes halts the processing of an activity.
- ActivityUpdateOverride: controls the display of an update option for an activity in pending status that has not been able to process due to the TransactionTimes business rule.
- Ok: controls the display of the OK button when the Add Activity window is open.
- Quote: controls the display of the Quote button in the Add Activity window when an activity is initially added. This button is only available for Client Financial and Policy Financial transactions.
- RequirementDelete: controls the display of the Delete option when a user right-clicks on a requirement from the Requirement window. Click the requirement icon in the Action column on the Activity screen to reveal a list of requirements with right-click menus.
- RequirementDetail: controls the display of the Requirement.Detail option when a user right-clicks on a requirement from the Requirement window. Click the requirement icon in the Action column on the Activity screen to reveal a list of requirements with right-click menus.
- RequirementOK: controls the display of the OK button when the Requirement window is open.
- Verify: controls the display of the Verify button in the Add Activity window when a new activity is initially added. This button is only available for Client Financial and Policy Financial transactions.
- Error Overridability Security: Specifies whether users belonging to the security group have the ability to override individual errors displayed during activity processing. The exact errors that can have their overridability configured on this pane are specified in the ValidateExpressions or PostAssignmentValidateExpressions business rule attached to the transaction. Each error on this pane has a Security drop-down box used for designating whether the error should be overridable by users belonging to the security group.The options available for selection in the Security drop-down box are as follows:
- Override Allowed: Users belonging to the security group will be able to override the error. The corresponding security record will be removed from AsAuthTransactionError, the database table that holds the security data for each error number. By default, all errors are set to Override Allowed for all security groups.
- Override Not Allowed: Users belonging to the security group will not be able to override the error. A security record will be added to the AsAuthTransactionError.
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Field security: grant access to individual fields. There are three options for field security:
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Visible and Editable: the field is both enabled and the value held in the field is visible. This is the default setting and when selected no database entry will be made.
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Hide field value: the field is disabled, but the value held in the field is hidden.
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Disable field value: the field is disabled and any values are visible.
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Requirement Fields: this section will be enabled for transactions that were configured with requirements. Specific levels of access to requirement fields in OIPA are set here.
- Masking: Add security to the mask applied to a text field. Security levels are defined in AsCodeMaskSecurityLevel and AsMaskDetail.
Transaction Security Folder Structure
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