Create a User > Security tab > Actions button > Personal Information Security
Create a User Group > General tab > Actions button > Personal Information Security
Use this screen to establish extended security for the User and/or User Group. In order to use these security settings, extended security must be active on your system via the General System Control Settings.
Important! The settings shown in this topic can be accessed from both the Create a User and Create a User Group routines. The field labels and descriptions are the same regardless of which routine you used to access the settings. Settings accessed from the Create a User Group routine apply to all users in that group, while settings accessed via Create a User apply to the individual user.
To check all boxes in the grid at once, click the All button located to the left above the grid.
To clear the check-marks from all boxes, click the None button located to the right above the grid.
Access employee credit applications and score reporting
Check this box to allow the user to view applications and score reporting for other employees. In order for a user to view sensitive employee information they must first be granted access to view sensitive customer information.
For each category listed below, options are offered for viewing, reporting, document printing, and exporting. If an option is checked, the user or group of users are permitted to view the information unmasked.
Date of Birth
Driver License Number
Social Security Number
View (date of birth/driver license/social security) information on documents exported to user’s workstation
If you check this box, the user can view information sent to the workstation that does not fit into the reporting category. For example, the Insurance Premium File Creation program fits in this category. If you leave the box blank, the user cannot view this information unmasked.
View (date of birth/driver license/social security) information on printed documents
If you check this box, the user can view information printed via Enhanced Laser Printing or forms printing. If you leave the box blank, the user cannot view this information unmasked.
View date of birth information on reports
If you check the box, the user can see the information unmasked on reports. If you leave the box blank, the user cannot view this information unmasked.
View date of birth information on screens
If you check this box, the user can see the information unmasked on screens. If you leave this box blank, the user cannot view this information unmasked on screens. Note that if the user entered the data STORIS does not immediately mask the data. When a user without this box checked accesses the customer again, the sensitive data is masked.
The ability to control masking on archived documents is via the Document Archive Mask PII checkbox in General System Control Settings.