In addressing the requirements of Universal Containers to ensure proper visibility of order data

across different levels of the sales hierarchy, the use of a security predicate based on role hierarchies

is paramount. Here’s why Option B is the ideal approach:

Flatten Operation on Role Hierarchy: This operation is essential as it allows for the creation of a

simplified or "flattened" view of the hierarchical relationships within the organization. This flattened

view enables the dataset to understand and respect the hierarchical structure in security

implementations.

Creating a Multi-value Attribute ('ParentRoleIDs'): By creating this attribute, the recipe can hold

multiple role IDs that a particular user has visibility permissions for. This is crucial in a hierarchical

organization like UC where data visibility needs to cascade down the hierarchy.

Security Predicate: The predicate ('ParentRoleIDs' == "$User.UserRoleld" || 'TeamMember.Id' ==

'$User.Id' || 'Ownerld' == "$User.Id") effectively enforces that:

A user can see all orders where their role matches any of the role IDs in the 'ParentRoleIDs' list

(hierarchical visibility).

A user can see all orders where they are specifically listed as a team member.

A user can see all orders where they are the owner.

This approach aligns with best practices for implementing row-level security in CRM Analytics,

ensuring data visibility is managed correctly according to the defined organizational hierarchy and

individual data ownership.