Enhancing Your Data Security with Oracle OTBI: Best Practices

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Oracle Transactional Business Intelligence (OTBI) offers powerful reporting capabilities for Oracle Cloud applications. While OTBI empowers organizations to extract valuable insights, it’s crucial to ensure the security of your data. In this blog post, we’ll delve into Oracle OTBI security best practices to help you safeguard your sensitive information.

Why OTBI Security Matters

Before we explore the best practices, let’s highlight the importance of OTBI security. Reporting tools often include sensitive financial data, customer records, and employee details. Data security is essential to not only prevent unauthorized access or data breaches but also promote compliance and trust. Many industries have strict regulatory requirements regarding data privacy and security. Adhering to these regulations is not only a legal obligation but also a reputation and trust-building measure. Your customers, employees, and partners rely on your commitment to keeping their information secure.

Oracle OTBI Security Best Practices

OTBI is secured under 3 classifications: Object Level Security, Data Level Security, and User Level Security. Each level can be broken down into our reporting security best practices.

  • Access Control: Utilize role-based security to limit access to OTBI reports and data. Assign roles based on users’ responsibilities to restrict what they can view and modify.
  • Data Security Policies: Define and enforce data security policies to control access to specific data sets. This ensures that users can only see information relevant to their roles.
  • Multi-Factor Authentication (MFA): Enforce MFA for OTBI users to add an extra layer of security. This significantly reduces the risk of unauthorized access.
  • Data Masking: Implement data masking to obscure sensitive data when displayed in reports. This way, even authorized users won’t see full details if unnecessary.
  • Audit Trail: Enable audit trails to track user activities and changes made to reports. This is crucial for compliance and monitoring suspicious activities.
  • Training and Awareness: Train your staff in the importance of data security and best practices. Ensure they understand their roles in maintaining a secure environment.


Oracle OTBI is a powerful tool for extracting valuable insights from your data, but ensuring its security is paramount. Implementing these best practices will help you safeguard your data, maintain compliance, and earn the trust of your stakeholders. A secure OTBI environment not only protects your organization from data breaches but also provides a strong foundation for success in a data-driven world.

Next Steps

Please contact one of our Oracle experts at any time to learn more about the benefits of enhancing your Oracle Transactional Business Intelligence data security.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.


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