Identity Manager 9.1.2 - Company Policies Administration Guide

Use policy groups to group together company policies by functionality. You can use policy to groups to structure company policies hierarchically.

To create a policy group

In the Manager, select the Company Policies > Basic configuration data > Policy groups category.
Click in the result list.
Edit the main data of the policy group.
- Group name: Name of the policy group.
- Parent group: Parent policy group in a hierarchy. In the menu, select a parent policy group from the list for organizing your policy groups hierarchically.
Save the changes.

To edit a policy group

In the Manager, select the Company Policies > Basic configuration data > Policy groups category.
Select a policy group in the result list. Select the Change main data task.
Edit the main data of the policy group.
Save the changes.

In the Policy violation overview report, you can get an overview of all policy violations for a policy group.

Compliance frameworks

Compliance frameworks are used for classifying attestation policies, compliance rules, and company policies according to regulatory requirements.

Compliance frameworks can be organized hierarchically. To do this, assign a parent framework to the compliance frameworks.

To create or edit compliance frameworks

In the Manager, select the Company Policies > Basic configuration data > Compliance frameworks category.
Select a Compliance Framework in the result list and run the Change main data task.

- OR -

Click in the result list.
Edit the compliance framework main data.
Save the changes.

Enter the following properties for compliance frameworks.

Table 2: Compliance framework properties
Property	Description
Compliance framework	Name of the compliance framework.
Parent framework	Parent compliance framework in the framework hierarchy. Select an existing compliance framework in the menu for organizing compliance frameworks hierarchically.
Manager/supervisor	Application role whose members are allowed to edit all company rules assigned to this compliance framework
Description	Text field for additional explanation.

Assigning compliance frameworks to company policies

Use this task to assign company policies to the selected compliance framework.

To assign company policies to compliance frameworks

In the Manager, select the Company Policies > Basic configuration data > Compliance frameworks category.
Select the compliance framework from the result list.
Select the Assign company policies task.
In the Add assignments pane, assign company policies.
TIP: In the Remove assignments pane, you can remove company policies.

To remove an assignment
- Select the company policy and double-click .
Save the changes.

Displaying the compliance frameworks overview

You can see the most important information about a compliance framework on the overview form.

You can obtain a summary of all a compliance framework's policy violations in the Policy violation overview report.

To obtain an overview of a compliance framework

Select the Company Policies > Basic configuration data > Compliance frameworks category.
Select the compliance framework from the result list.
Select the Compliance framework overview task.