How to Request Oracle and Concur Roles


Overview


 This article will describe how to determine existing roles and how to request new Oracle and Concur roles

Critical Concepts


Steps to Take


 Tasks Prior to Submitting an Oracle & Concur Access Request

Follow these instructions to run the Campus User Roles Report:

  1. Go to Business Analytics Hub
  2. Click on Budget & Finance tab
  3. Scroll down to UCSD-BIP Campus User Roles report
  4. Right click the Run Report button and then click Open link in new tab
  5. Log into Oracle via Company Single Sign-On if prompted
  6. Once the report is presented, in the Email Address field, enter the email address of desired user(s), click Apply
  7. Other filters can be used also

Completing the Oracle and Concur Role Request

Services & Support Role Approvers & How to Approve Role Requests


Watch: How to Approve Role Requests via ServiceNow

Role Assignment Review Process

  1. After Financial Unit approval, roles requests will be reviewed for separation of duties, conflicts by internal controls
  2. Separation of duties is necessary to ensure transactions are being completed in a manner that prevents errors or fraud
  3. Roles that are identified as elevated will be reviewed for proper access by domain leads
  4. Once roles are approved by the department and central office, the user will be provisioned in Oracle and Concur
  5. The approver and individual provisioned will receive notification through an email

What to do if your role request does not close?

  1. Submit a Ticket to have the Security Team review the status of your request
  2. Select the following options on the form
    1. I want to: Ask a Question or Make a Request
    2. About: Access Requests to Financial Systems
    3. Related to: Oracle Financials Cloud
    4. More Specifically: Oracle Financials Cloud (Access or Role Inquiries)
    5. Subject: Need update on RITM(insert number)
  3. The Security Team can manually assign Oracle roles that were approved and not provisioned yet

Role Conflicts to Avoid

We highly recommend that role requestors check the Campus User Roles report before requesting additional approver roles. Monitoring efforts have been established to resolve these conflicts.

If you still have questions or need additional assistance, please submit a ticket