Overview
A Functional Class refers to users specified level of access rights to system functionality (e.g. full access, only reports). This is an effective way to ensure that only authorized personnel performs certain functions.
Functional Classes allows users to grant or restrict access to every feature on the system such as screens, reports, etc. The system allows for numerous functional classes to be created which can then be assigned to one or multiple users at a time. Each user can have a variety of functional classes assigned to them to meet their specific needs.
Navigation
Admin ► System Security ► Security ► Functional Classes
Functional Class screen Fields
Field | Description |
ID | Unique identification code, manually entered by users or automatically generated based on parameters. |
Description | A short description of the Functional Class. |
Features | Used to add features to the Functional Class. |
Overview
Through Featues, the functionality of Functional Class is defined by selecting the attributes with regard to every entity of each module. The assignment defines the access rights to the system functionality with regard to every relevant entity of each necessary module by chckin or unchecking the fields.
Expand a selected module by clicking the Select to expand Icon to the desired level, and select the entity to edit the access rights. Users need to select feature which want to Create/Modify. Each flag allows users different levels of permissions in the server. If multiple flags have been selected for a functional class it can be treated as Level 1 or Level 2 priority but not the Administrator. And if all the flags under Application Suit have selected, it can be treated as an Administrator level priority.
Feature Flag screen Fields
Field | Description |
Allow Current Feature | Allows activating and selecting all the features. |
Read Allowed | Allow users only to view the information. |
Save Allowed | Allow users only to save the entity or processes. |
Update Allowed | Allow users only to update the created entity or processes. |
Delete Allowed | Allow users only to delete the existing entity or processes. |
Show in menu | Allow users to see the modules and sub-modules in the menu. |
Overview
The purpose of a Security Group is to restrict the content that users can see throughout the application. For example, if a security group is created that specifies that a particular user will be able to see all information for Institution 001, then that user will only be able to view the information in Institution 001. Conversely, a Security Group may be created to specify that selected users cannot access a selected dimension.
A security group is composed of Security Group Restriction(s) and Users assigned to it. Users may be indirectly assigned to a Security Group via their User Role, or directly related to the Security Group.
Only a ‘Super User’ or ‘Administrator User’ can create Security Groups.
Navigation
Admin ► System Security ► Security ► Security Group
Security Group screen Fields and Tabs
Field | Description |
Code | Unique identification code manually entered by users or automatically generated based on parameters. |
Description | Short description of the Security Group. |
Security Group Restriction Tab | The Security Group Restriction Tab is used to include restriction information for the security group. |
User Security Group Tab | The respective user for whom the security group is defined is mentioned by this tab. This selected from the lookup button. |
Overview
Security Group Restriction tab holds one or more restriction or rules related to the Security Group are added from this Tab.
Security Group Restriction Tab screen Fields
Field | Description |
Restriction Type | Indicates that the restriction type is either “In” or “Not in”. |
Context Property Dimension | Used to include Security Context Property Dimension, if necessary. |
Support is Null Allowed | If checked, indicates that support is null allowed. |
| Read Only | By default it is Unchecked, If checked, then the user will have access to read, write and update data related to this rule. |
Tab allows to insert one or more users to Security Group.
For details regarding Users, refer to the link below:-
This screen can only be inquired as it comes as a default setting for the FreeBalance Accountability Suite. This screen is referenced when creating Security Context Property Dimension.
For details regarding Security Context Property Dimension, refer to the link below
Security Context Property Dimension
Menu ► Support Entities ► Security ► Security Contexts
| Fields | Descriptions |
| Code | Unique identification code of the Security Contexts. |
| Active | Active Status - if checked, Security Context is available. |
| Entity | Name of the entity for which this context is applicable. |
| Language | Country specific language used to store Description field. |
| Description | List a short description of the Retirement Benefit Plan. |
This screen can only be inquired as it comes as a default setting for the FreeBalance Accountability Suite. This screen is referenced when creating Security Context Property Dimension.
There are four Security Dimension types:
Admin ► System Security ► Security ► Security Dimension
Field | Description |
Code | Unique identification code of the Security Dimension. |
Active | If false, the Security Dimension cannot be selected in new transactions. |
Security Dimension Type | Select a Security Dimension Type from the drop-down menu. Choices include COA Restriction, Hierarchical Domain, Domain Restriction, and Literal Restriction. |
Description | Short description of the Security Dimension. |
Overview
Security Context Property Dimension integrates Security dimension, security context, and security context property and brings them together. This entity makes reference to Security Dimension and Security Context
For details regarding Security Dimension, refer to the link Security Dimension
and for details regarding Security Context, refer to the link Security Context
Admin ► System Security ► Security ► Security Contexts Property Dimension
Field | Description |
Active | By default it is TRUE, if checked, Security Context Property Dimensions is available. |
Security Dimension | Possible values are COA, Hierarchical, Domain, Literal to be selected from lookup button. |
Security Context | Refers to the Entity where the Security is being restricted which is to be selected from the lookup button available. |
Security Context Property | It’s the field or property that belongs to the entity referenced in the security context. |
This screen can be created only by ‘User Administrator’ or ‘Super Users’ (or other authorized users as per government requirements). This screen contains the specific restrictions or rules that will be applied to the selected Security Group.
For example, if a user belongs to a Security Group and according to Security Dimension type CoA, he/she only has access to the code ‘0101’ of the first segment of the CoA, then that user can only view or enter transactions that are related with Coding Blocks that have ‘0101’ code in the first segment.
Admin ► System Security ► Security ► Security Restriction Configurator
Field | Description |
Security Group | Reference to Security Group. It allows to select the security group from lookup button. |
Security Dimension | Contains four Security Dimension types: COA Restrictions, Hierarchical Domain, Domain Restriction, Literal Restriction. |
Entity Property Class | Defines the class of the entity property. Select an option from the drop-down menu. |
Identification Confirmation Configuration screen allows enabling password retyping for specific screens in order to enhance security.
Upon opening Identification Confirmation Configuration, users need to select an entity and either enable or disable the Identification Confirmation option as per need. Enabling or disabling the Identification Confirmation configuration may also be done for all the entities.
Admin ► System Security ► Security ► Identification Confirmation Configuration
| Fields | Descriptions |
| Code | Automatically selected by the system as per option selected in the first screen. |
| Type | Users should select one option out of two option OTP (one-time password) or Use Password Re-challenge. |
Menu Item screen shows different informative screens that shows brief information about different items listed in Menu Items. The feature path is mentioned on clicking on the items available on the Menu items screen.
Admin ► System Security ► Security ► Menu Item
Click on Select to Expend icon till option are totally expended and click on child element to view feature path of the child element.
Overview
This feature will help the system administrator to store instances of questions to be referred in the Q&A process.
Navigation
Admin ► System Security ► Security ► Security Question
Security Question screen Fields
Field | Description |
| Code | This is the unique identifier which is auto-generated. |
| Active | A checkbox with possible values are True/False. The default value is True. |
| Description | The description related to the security question. |
Overview
User Security Copy screen allows to copy one user's security to another user.
Admin ► System Security ► Security ► User Security Copy
User Security Copy screen Fields and Tab
Field | Description |
Source User | In this field, the users have to choose the User from which the User Security is to be copied. |
Destination Application Users tab | User have to choose the destination User to which the User Security is to be copied. |