Creating an access control policy

In the access control policy rule form, you define a policy that grants access to an object by evaluating selected conditions. For each rule, you can set one level of access, such as read, update, or delete, and the condition that defines whether the access is granted.

Before you begin: 
  • You must have the pzCanManageSecurityPolicies privilege, which is included in the PegaRULES:SecurityAdministrator role.
Note: You can create access control policies only for Work-, Data-, and Assign- classes.
  1. In the navigation panel, click Records > Security > Access Control Policy, and then click Create.
  2. In the Label field, enter the policy name.
  3. In the Action list, click the action.
    • Read – The user can open a case that meets the policy conditions or view data for the case in lists, reports, searches, and so on.
    • Update – The user can create a case that meets the policy conditions or update data for such a case.
    • Discover – The user can see limited information (defined by a developer) about a case that does not meet Read policy conditions, but does satisfy the Discover policy conditions.
    • Delete – The user can delete a case that meets the policy conditions.
    • PropertyRead – The user has restricted visibility to property values, including property values with read and update access.
    • PropertyEncrypt – The property is encrypted in the database, clipboard, logs, and search indexes. If no PropertyRead policy obfuscates the property, then the decrypted property value is visible to the user in a UI control. In report definitions, the property can be displayed in report results and can also be referenced on the left side of filter conditions that use the Is equal and Is not equal operators. It cannot otherwise be referenced in report definitions (for example, to sort, rank, or group results in SQL functions, and so forth).
      Note: Properties specified in a PropertyEncrypt policy are encrypted unconditionally. Access control policy conditions are not used for PropertyEncrypt. Define PropertyRead policies to obfuscate or mask these values depending on who is viewing them. To get the cleartext value outside of UI controls (for example, in the background processing of cases), use the @decryptPW function.
      CAUTION:
      If you define a PropertyEncrypt policy for a property, make the column size greater than the number of characters of your longest cleartext value to avoid truncation of the exposed values. The required size of a PropertyEncrypt property depends on your cipher. In most cases, for 64 characters of cleartext, 255 characters are adequate for the encrypted value.
  4. In the Context section in the Apply to field, enter a class.
  5. In the Add to ruleset field, select a ruleset.
  6. Click Create and open.
  7. Optional: To prevent overriding the policy in a descendant class, on the Definition tab, select the Disallow creation of a policy with the same name as a descendant class check box.
  8. If the action is not PropertyEncrypt, in the Permit access if field, enter the access control policy condition rule name.
  9. If the action is PropertyRead or PropertyEncrypt, do the following steps.
    • Click Add property and select a property name that exists on the case type target.
    • If the action is PropertyRead, specify the masking method (Full Mask, Mask all but last 'N', or Mask all but first 'N').
  10. Click Save.