FileNet P8 Platform, Version 5.2.1            

Security example

This example describes a business process, analyzes the work performed by various users, and describes how to create groups, document classes, and folders to achieve appropriate security.

About this task

Imagine a credit card approval process where:

Clerk
A clerk adds new credit card applications to the object store. For each application, the clerk selects the document class CCAppls and files the new document in the /NewAppls folder. (The administrator has configured a subscription to launch a workflow for each new document in the CCAppls document class.) The workflow routes the application, as an attachment, to an applications processor.
Applications processor
An applications processor reviews the application and approves it, denies it, or refers it to the analyst for further review. The decision is noted in the document properties. Depending on the decision, the workflow (using the processor's access rights) refiles the application in the appropriate /Approved, /Denied, or /Pending folder.
Analyst
The analyst investigates all applications filed in the /Pending folder. The analyst updates the application information as needed, approves or denies the application, and returns it to the approval representative.
Manager
The manager writes and updates procedures from time to time and publishes them to the /Procedures folder. The manager spot-checks processed applications and keeps an eye on the work in the /NewAppls and /Pending folders.
Everyone
Everyone must be familiar with department procedures.


Last updated: March 2016
p8psx000.htm

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