Financial Services Division Enabling Finance Org Security on Banner Query Forms Julian Sandoval, FSM

Financial Services Division Expectations  Will be enabled in conjunction with the Banner 8 Implementation scheduled for March 18, 2010  Will only affect querying on Finance forms such as FGIBDST,FGIBDSR, FRIGITD, FRIGTRD in Banner, including Finance Self-Service operating ledger queries where org is a defined search parameter

Financial Services Division Expectations (Continued)  Users will continue to have the capability to initiate transactions such as DPEZs, JVs, Purchase Requisitions across all orgs

Financial Services Division Impact  Users will only have Finance query access to requested orgs  Org definitions for Budget Planners will cascade to Finance query access

Financial Services Division Impact (Continued)  Fiscal Agents will need to determine orgs for non-Budget Planner users within their respective level 3 orgs  If additional orgs are needed for all users, users will need to request additional orgs through the Banner Authorization Request (BAR)

Financial Services Division Why?  To lay a foundation for leveraging additional types and levels of security within the system, such as Fine-Grained Access, Tab Level security and Field Masking  To present Finance info that is relevant, meaningful, timely and appropriate to users

Financial Services Division Phase II  Enable org security for Hyperion and ePrint reports  Enable additional types and security levels such as Fine- Grained Access, Tab level security and field masking

Financial Services Division Questions?