Configurable Inquiry Administration

The Configurable Inquiry Administration (CIADMIN) page is the centralized location for System / Report Administrators to manage Configurable Inquiries created by all users. This page allows a Site Administrator to delete, share, and re-assign ownership of Configurable Inquiries to another user during the organization change or reshuffles.

The recipient of the re-assigned inquiry must have access to the relevant Business View and Advantage Insight Semantic Model for the reassignment to be successful. If the recipient does not have the required access, the system will prevent the reassignment and display a feedback message. The Site Administrator should provide the necessary Security Role and Insight Semantic Model access to the recipient of the inquiry.

Note: Configurable inquiries can only be edited by the respective owners of the inquiries.

Field Information Field Information

Field Name

Description

Inquiry Name

Displays the name of the Configurable Inquiry as a hyperlink to the inquiry.

Business View

The user specified name of the Business View.

Business View Description

This field provides a description of the purpose and usage of a Business View, explaining why it was created.

Created By

Created By refers to the username of the user who created the Configurable Inquiry in the system.

Last Updated Date

Denotes the date when the inquiry was last updated by a user.

Owner

Owner refers to the current owner of the Configurable Inquiry. If an inquiry is newly created in the system, the Created By and Owner fields will reflect the same user.

BI Model Name

The name of the Advantage Insight reporting model to which the user is connecting for creating inquiries (for example, AP Payment Request, Personnel, Budgeting Reference Data).

BI Perspective Name 

The subset of a BI model in which the inquiry is being made (for example, Commodity Spend Analysis Inquiry and Utility Billing are examples of Perspectives defined under the AP Payment Request model).

Page-level ActionsPage-level Actions

  • Related Pages > My Configurable Inquiries - Navigates directly to the My Configurable Inquiries (CIMYINQ) page. A Back button will return you to this page. 

Grid-level ActionsGrid-level Actions

  • Reassign - Re-assigns only the records that are selected in the grid (including those selected on other pages of the grid).

Refer to the “Created Inquiry” topic in the CGI Advantage Page/Table User Guide for information on Grid Level Actions and Page Level Actions.

Row-level ActionsRow-level Actions

  • Share - This action allows you to share an inquiry to other business users and roles. Alerts will be sent to those users to notify them of the shared configurable inquiry.

  • Delete - This action provides the ability to delete any configurable inquiry record. Alerts will be sent to the owners of the deleted configurable inquiry.

The following diagram explains how Advantage and BI security works for created Business View and Configurable Inquiry.

Create Business View: Administrators users can create / edit Business View (CIBUSVW) by selecting the required fields from an existing BI Model and BI Perspective. Business View creation is secured by the Advantage Page security and should be set so only authorised users that are knowledgable of Advantage structure have access. BI Model and RLS security setup: Administrators can use the BI Model Role Setup (BIRSETUP) and BI Security Role Mapping (BISECMAP) pages to map the security for the BI Model to BI Role (Row-level Security or RLS) to an Advantage Security Role. Create Configurable Inquiry: Authorized Business users can use Create Configurable Inquiries (CREATCI) to create new Configurable Inquiry. Business users will only see their authorised Business Views. For example, the an Accounts Payable user will only see Business Views related to the Accounts Payable models. Access Configurable Inquiry: Authorized Business users can use My Configurable Inquiries (CIMYINQ) to access created or shared Configurable Inquiries. A user will only see data based on the BI Role configuration on the BI Model Role Setup (BIRSETUP) page. Test on non-production environment: Create business view and execute CI on non-production region to validate inquiry works with production like volume.

Refer to the following topics in this guide for required setup: