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Identity Manager 9.1.2 - Chargeback Administration Guide

Accounting data
One Identity Manager users for accounting Prerequisites for accounting Compiling price information Basic accounting data Entering and editing service items Entering and editing service categories Vouchers and voucher items

Business partners

In One Identity Manager, you can enter the data for external businesses that could be act as manufacturers, suppliers, or partners. You assign a manufacturer to a service item.

To create or edit business partners

  1. In the Manager, select the Accounting > Basic configuration data > Business partners category.

  2. In the result list, select a business partner and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the business partner's main data.

  4. Save the changes.

Enter the following data for a company.

Table 2: General main data of a company

Property

Description

Company

Short description of the company for the views in One Identity Manager tools.

Name

Full company name.

Surname prefix

Additional company name.

Short name

Company's short name.

Contact

Contact person for the company.

Partner

Specifies whether this is a partner company.

Customer number

Customer number at the partner company.

Supplier

Specifies whether this is a supplier.

Customer number

Customers number at supplier.

Leasing partner

Specifies whether this is a leasing provider or rental firm.

Manufacturer

Specifies whether this is a manufacturer.

Remarks

Text field for additional explanation.

Table 3: Company address

Property

Description

Street

Street or road.

Building

Building

Zip code

Zip code.

City

City.

State

State.

Country

Country.

Phone

Company's telephone number.

Fax

Company's fax number.

Email address

Company's email address.

Website

Company's website. Click the button to display the web page in the default web browser.

Functional areas

To analyze rule checks for different areas of your company in the context of identity audit, you can set up functional areas. Functional areas can be assigned to hierarchical roles and service items. You can enter criteria that provide information about risks from rule violations for functional areas and hierarchical roles. To do this, you specify how many rule violations are permitted in a functional area or a role. You can enter separate assessment criteria for each role, such as a risk index or transparency index.

Moreover, functional areas can be replaced by peer group analysis during request approvals or attestation cases.

Example: Use of functional areas

To assess the risk of rule violations for service items. Proceed as follows:

  1. Set up functional areas.

  2. Assign service items to the functional areas.

  3. Specify the number of rule violations allowed for the functional area.

  4. Assign compliance rules required for the analysis to the functional area.

  5. Use the One Identity Manager report function to create a report that prepares the result of rule checking for the functional area by any criteria.

To create or edit a functional area

  1. In the Manager, select the Accounting > Basic configuration data > Functional areas category.

  2. In the result list, select a function area and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the function area main data.

  4. Save the changes.

Enter the following data for a functional area.

Table 4: Functional area properties

Property

Description

Functional area

Description of the functional area

Parent Functional area

Parent functional area in a hierarchy.

Select a parent functional area from the list for organizing your functional areas hierarchically.

Max. number of rule violations

List of rule violation valid for this functional area. This value can be evaluated during the rule check.

NOTE: This property is available if the Compliance Rules Module is installed.

Description

Text field for additional explanation.

For more information about peer group analysis, see the One Identity Manager IT Shop Administration Guide and the One Identity Manager Attestation Administration Guide.

Product owners

NOTE: This function is available if the QER | ITShop configuration parameter is set.

Employees who are approvers in approval processes for requesting service items can be assigned to these service items. To do this, assign a service item or a service category to an application role for Product owners. Assign employees to this application role who are authorized to edit service item or service category main data.

A default application role for product owners is available in One Identity Manager. You may create other application roles as required. For more information about application roles, see the One Identity Manager Authorization and Authentication Guide.

Table 5: Default application roles for product owners

User

Tasks

Product owners

Product owners must be assigned to the Request & Fulfillment | IT Shop | Product owners application role or a child application role.

Users with this application role:

  • Approve through requests.

  • Edit service items and service categories under their management.

NOTE: This application role is available if the QER | ITShop configuration parameter is set.

To add employees to the default application role for product owners

  1. In the Manager, select the Accounting > Basic configuration data > Product owners category.

  2. Select the Assign employees task.

    In the Add assignments pane, add employees.

    TIP: In the Remove assignments pane, you can remove assigned employees.

    To remove an assignment

    • Select the employee and double-click .

  3. Save the changes.

To add another application role for product owners

  1. In the Manager, select the Accounting > Basic configuration data > Product owners category.

  2. Click in the result list.

  3. Enter at least the application role's name and, in the Parent application role menu, select the Request & Fulfillment | IT Shop | Product owners application role or a child role.

  4. Save the changes.

  5. Assign employees to the application role.

Related topics

Attestors

NOTE: This function is available if the Attestation Module is installed and the QER | ITShop configuration parameter is set.

In One Identity Manager, you can specify which employees are used as attestors for service items and service categories in attestation cases if the approval workflow is set up accordingly. To do this, assign a service item or a service category to an attestor's application role. Assign employees that are authorized to attest accounting data to this application role.

For more information about attestation, see the One Identity Manager Attestation Administration Guide.

A default application role for attestors is available in One Identity Manager. You may create other application roles as required. For more information about application roles, see the One Identity Manager Authorization and Authentication Guide.

Table 6: Default application roles for attestors

User

Tasks

Attestors for IT Shop

Attestors must be assigned to the Request & Fulfillment | IT Shop | Attestors application role.

Users with this application role:

  • Attest correct assignment of company resource to IT Shop structures for which they are responsible.

  • Attest objects that have service items assigned to them.

  • Can view main data for these IT Shop structures but not edit them.

NOTE: This application role is available if the Attestation Module is installed and the QER | ITShop configuration parameter is set.

To add employees to default application roles for attestors

  1. In the Manager, select the Accounting > Basic configuration data > Attestors category.

  2. Select the Assign employees task.

    In the Add assignments pane, add employees.

    TIP: In the Remove assignments pane, you can remove assigned employees.

    To remove an assignment

    • Select the employee and double-click .

  3. Save the changes.

To add another application role for attestors

  1. In the Manager, select the Accounting > Basic configuration data > Attestors category.

  2. Click in the result list.

  3. Enter at least the application role's name and, in the Parent application role menu, select the Request & Fulfillment | IT Shop | Attestor application role or a child role.

  4. Save the changes.

  5. Assign employees to the application role.

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