Creating a client-based access control rule

Create client-based access control (CBAC) rules to identify the personal data and personal identifiers in your Pega Platform application. CBAC rules define how an incoming request finds the personal data in your data store. CBAC rules also define the type of access the client has for each data instance (view, modify, or delete).

Before you begin: To create a client-based access control rule, you must have the pzCanManageSecurityPolicies privilege, which is included in the PegaRULES:SecurityAdministrator role.
  1. In the Dev Studio header, click Create > Security > Client Based Access.
  2. Specify the applies to class where the personal data is stored or referenced.
    This is a class for Work-, Data-, or Index- instances.
  3. From the Add to ruleset list, select the ruleset to contain the CBAC rule.
  4. Click Create and open.
  5. Configure your access control rule as described in Configuring a client-based access control rule.