Data Level Security: Business Unit

Some reports use the Business Unit security model for determining what data gets used for those reports. Thus, reports can be based on a sub-set of data that is most relevant for a user’s job function. For the Business Unit security model, the data reported is limited based on a user’s Business Unit access as determined in AMS360. The user must have Business Unit access to the policy for it to be included in these reports.

Reports that rely upon Business Unit security are:

• Book of Business
• Customer Aged Accounts Receivable
• Download Detail
• Download Direct Bill Statement
• Download Session Log
• General Ledger
• Lost Business
• New Business
• Production Analysis
• Retention
• Transaction
• Unbilled Policies