Configuring Entitlements

Canvas Technology provides an in-built entitlement framework that focuses on a configuration based definition of entitlement parameters. The Entitlement definition is layered as Product, Sub Product, and Function Codes. This nature of layering provides the ability to create reusable solution packages that can be targeted at Customer segment level or event at specific Customer level. Since all the Apps are also tied to the entitlement model, automatic targeting of Apps based on the entitlement profile falls in place.
With Canvas 19.1, you can create entitlements and map those to user roles and GCIF easily within Canvas Studio! Using simple configurations, you can create your own entitlements to serve the needs of your purposes and requirements. The created entitlements can be used in accordance with your requirements, while creating apps (widgets), workspaces and layouts (sub workspaces).

Creating Entitlements

To create an entitlement, perform the following steps in Canvas Studio:

1. On the home page of Canvas Studio, click Create > Entitlement.

The Role Mapping page appears.

1. Click the Role ID drop-down list and choose a role ID of your choice, e.g. R2. To create a new role, refer Creating Roles.

1. Click the GCIF drop-down list and select the existing GCIF value of 8HIG1002.

Note: The only available GCIF value is 8HIG1002 and the value gets fetched from the od_corporate_profile_mb table in the Canvas schema.

1. Click the Product Code drop-down list and select a product code, e.g. CUSER. To create a new product code, refer Creating Product, Sub-Product and Function Codes.

1. Click the Sub Product Code drop-down list and select the sub-product code of CUSER.

Note: Based on the selection of the Product Code, the Sub-Product Code appears accordingly.

1. Click the Function Code drop-down list and select the appropriate function code, e.g. VSBLTY.

Note: The Function Code cannot be selected without selecting the Product and Sub-Product Codes.

1. To save the newly created entitlement, click Save.

Note: Entitlements cannot be modified or deleted.

A confirmation message appears, indicating a successful save.

1. Click Ok.

Creating Roles

To create a role for an entitlement, perform the following steps in Canvas Studio:

1. On the home page of Canvas Studio, click Create > Entitlement.

The Role Mapping page appears.

1. To create a new role, click icon, adjacent to the Role ID drop-down list.

The Role Master window appears.

1. Click the Role ID text box and enter a relevant role ID, e.g. R6.

1. Click the Role Name and Role Description text boxes. Enter the appropriate role name and role description in the respective fields, e.g. Associate.

1. To save the newly created role, click Save.

Note: Roles cannot be modified or deleted.

A confirmation message appears, indicating a successful save.

1. Click Ok.

Creating Product, Sub-Product, Function Codes

To create Product, Sub-Product and Function Codes for an entitlement, perform the following steps in Canvas Studio:

1. On the home page of Canvas Studio, click Create > Entitlement.

The Role Mapping page appears.

1. Click icon, adjacent to the Product Code drop-down list.

The Entitlement Mapping window appears.

1. Click icon, adjacent to the Select Product drop-down list.

The Product Sub Product Master window appears.

1. Enter the appropriate Product Code in the Product Code field, e.g. CTUSER.
2. Enter the appropriate Sub Product Code in the Sub Product Code field, e.g. CTUSER.

1. Click Save.

Note: Product and Sub Product Codes cannot be modified or deleted.

A confirmation message appears, indicating a successful save.

1. On the Entitlement Mapping page, click icon, adjacent to the Select Function drop-down list.

The Function Master window appears.

1. Enter the appropriate Function code in the Function code field, e.g. VISIBILITY.
2. Proceed to click Save.

Note: Function Code cannot be modified or deleted.

A confirmation message appears, indicating a successful save.

1. On the Entitlement Mapping page, click the Select Product drop-down list and select CTUSER.

1. Click the SelectSub Product drop-down list and select CTUSER.

1. Click the Select Function drop-down list and select VISIBILITY.

1. To save the entitlement mapping, click Save.

Note: The mapped entitlements can be used in accordance with the requirements of the user, while creating apps, workspaces and layouts (sub workspaces). However, the mapped entitlements cannot be modified or deleted.

A confirmation message appears, indicating a successful save.

1. Click Ok.