AE creating approvers at different stages in a workflow

[Former Member]

We are implementing CUP (the whole GRC suite) for a large financial institution in South Africa. I have mapped all the pre-workflow information (i.e. systems, modules, functional areas and business processes) on paper and we are just about to configure it on the system.

1) We are implementing a 3 step approval process, i.e. Authorisations Product Owner (APO) (1st step), Business Product Owner(BPO) (2nd step) and Security (3rd step).

2) We have 9 production systems which we will be provisioning access to.

3) There are +- 3000 roles in total for all the systems.

4) How do we go about defining our approvers, i.e. APO's, BPO's and security?? I thought about configuring this in the UME but our technical specialists do not approve of this method. What can you suggest?

5) What is the best way to upload the roles into CUP? Do we use the template or import them all from the systems? If we use the template, can we assign the role to a business process and functional area as well.

6) We have different APO's and BPO's per system, can we assign generic names to the APO and BPO per system, so that if an approver does leave the environment, then we do not change the workflow, we just change the user assigned to that generic name within the workflow.

7) Some roles will have multiple approvers (APO's, BPO's) per stage how would one go about configuring the workflow for that scenario?

Your assistance is highly appreciated and any advice would be highly appreciated.

[Former Member · Accepted solution]

Hi,

4) Use Custom Approver Determinators

5) Use the template, you can map all fields like BP, company....

6) Would not make any sense, how would you ensure liability? Re-load the CAD template instead.

7) It will go to all of them. Either one or all have to approve, depending on stage configuration

Regards,

Daniela