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Apply Security Predicates to Your Datasets

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Apply Security Predicates to Your Datasets

If you want to restrict users’ access to data based on their hierarchical role or Manager Id, apply security predicates to the relevant datasets.

Required Editions

Available for an extra charge in Professional, Performance, and Unlimited editions that have Financial Services Cloud for Insurance enabled.

In CRM Analytics Studio, click and select Data Manager.
Select Data.
Under Datasets, look for the dataset you want to apply predicates to, and click .
Select Edit Dataset.
Under Security Predicate, click
In the text box, enter either of these strings:
- To apply User Role Hierarchy to the dataset, enter
```
'OwnerId' == "$User.Id" || 'Owner.Role.Roles' == "$User.UserRoleId"
```
- To apply User Manager Hierarchy to the dataset, enter
```
'Owner.Managers' == "$User.Id"
```

If you want to retrain the predictive scoring model, remove the security predicates, update your story, and deploy your new model. If you retrain your model without removing the security predicates, the model is trained only with the data the user can access.

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