Dynamic access filter using embbeded yellowfin (iframe)

Support Mater Imperium shared this question 21 days ago
Completed

We have the following scenario:

  • On our system we have an abstraction of a customer. We use customers as tenants, so each customer has it's own data and users.
  • A user belongs to a customer, however may access (when allowed to) another customers.
  • On your tables and the ones are available for yellowfin we have a customer_id field, we use to filter data of that customer.
  • We can configure an access filter that will map a user to a customer.
  • When the user uses yellowfin embbeded on our application, we apply an access filter to a report and yellowfin filters the correct data.

The problem is: when a user accesses another customer, as the yellowfin's access filter is not dynamic, we cannot for that specific session, the new customer_id value.

We're using the login-tokens rest api to generate the token and send to the yellowfin iframe.

As an example:

  • Customer A is a consulting agency. Customer A has it's own customers. Let's name them Customer Y and Customer Z
  • On our systems we have 3 customer_ids: "CustomerA", CustomerY" and "CustomerZ". Each one have it's own data.
  • User Joe belongs to Customer A, however is allowed to access data from both Customer Y and Customer Z. On our systems, we already solve this problem, so if Joe click a buttom "Access Customer Y", all operations he does affects and reads data from Customer Y
  • However, when Joe accesses the yellowfin embbeded frame on our application, as it's relation on the access filter is of Customer A, he cannot see data of Customer Y.

Important: we cannot use client organizations for this as:

a) on client organizations users are already segregated

b) we're already using client organization to map another abstraction on our systems (business partners/resellers).

How can we solve this?

Replies (3)

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Hi Support,

Thanks for reaching out. The typical solution for this type of requirement would be the implementation of client organizations, but I can make a developer request to investigate some type of accommodation functionality, like - "dynamic access filters" - if you can provide replication instructions we would need details or a lab environment with the embed and filter setup - can you explain this process?


On your tables and the ones are available for yellowfin we have a customer_id field, we use to filter data of that customer.



Since this custom "access filter" isn't a supported feature of Yellowfin itself I would recommend scheduling a time with an implementation specialist to discuss this embedded project in-depth, do you have you CSM's contact information?

Thanks,
Eric

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Hi Support,

Just wanted to check in to see if you had a chance to review my reply at this time.

Thanks,

Eric

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Hi Support,

I'm going to go ahead and mark this ticket as Completed due to inactivity at this time. Feel welcome to reach out in the future.

Thanks,

Eric

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