IBM Security Identity Governance and Intelligence, Version 5.2.3

Defining a Redirect for Expiration escalation process

Define an escalation process that is based on the Redirect for Expiration functionality to manage requests that need to be escalated when they become expired.

This type of process is triggered when you select the Escalate action in the Reminder step of the definition of a WorkFlow process. It implies that if a request that is generated by the WorkFlow process expires without being processed, the request is automatically escalated to an assigned manager.

You can then assign this process to a Risk Manager, or similar administrative role, who is authorized to pick up the Expired request and to accept or reject it.

Take the following steps to define a Redirect for Expiration escalation process.
  1. In the Process pane, select Actions > Add.
  2. In the Details pane, enter a name for the new process, select Escalation in Type, and click Next.
  3. In the Configuration pane, click the Sequential authorization activity block type (Authorization icon) on the left to place the block in the center of the window. Select this block to configure the activity.

    The Activity configuration pane is displayed.

  4. In the Activity pane, select Redirect Management in Context.
  5. Select Create.
  6. In the Insert Activity window, select Redirect for Expiration in Functionality.
  7. Set the Activity scope by clicking the Beneficiary, Application, and Entitlement tabs and selecting an option for each one.
  8. Click Close and then Ok to complete the Redirect Management activity configuration part.
  9. Optionally, right-click Arrow icon pointing right on the right of the activity block to add one or more extensions to the activity that you defined.
  10. Select Next to move to the Assign pane.

    In this pane, you select one or more administrative or business roles that are authorized to process requests defined by this process.

  11. Click Actions > Add to display the Roles window and select a role to whom the process is assigned.

    Repeat this step for as many roles as you deem necessary.

  12. Click Save to save your definition and to return to the Details pane.
  13. To activate the process, set Status to On Line in the Details pane. Alternatively, in the Process pane, select the process from the list and select Actions > Online.

The process is now defined and active.

Take these steps to link this Escalation process to a WorkFlow process.
  1. Go to the Reminder page of the WorkFlow process definition.
  2. Select Escalate as the Action at expiration.
  3. Click Escalation Process and select the name of the process that you defined here.

Managers who are authorized to this process can now use Service Center > Access Requests to process the expired requests that are generated by the WorkFlow process.

Parent topic: Manage