Getting started
Requirements
Before you can create a pre-defined request, you need to set up:
If your license includes Bravura Identity , you can also set up:
Planning
The way you configure the pre-defined request depends on whether it will be submitted from the View and update profile (IDR) module, from report output, or from certification. Bravura Security recommends that you create separate pre-defined requests to be used specifically with reports or with certification, because they have different configuration requirements.
Before creating your pre-defined requests determine:
Who requires permission to create pre-defined requests?
For each pre-defined request, who should be able to access and/or edit that request? For example, if it is a request that will be available in reports, the user will also need permission to run reports.
How will you manage those permissions? For example, will you have a group on Active Directory that is attached to a user class, or will you explicitly attach accounts to a user class?
Which requests do you want to run from the View and update profile (IDR) module? Bravura Security recommends that you do not make these requests available to reports or certification.
Which requests do you want to run from reports? Only these pre-defined requests should be made available to reports by enabling the Accessible from report option.
Which requests do you want to run from certification? Only these pre-defined requests should be made available to certification by enabling the Accessible from certification option.
Best practices
Create pre-defined requests which are only used for reports, a separate set to be used for certification, and a separate set to be used from the View and update profile (IDR) module.
Use the principle of least privilege; only provide users with privileges that are essential for them to do their work.
When using report output to submit requests, do a trial run with a subset of data before using all of the records.
Navigation steps
You use the Pre-defined request information page to configure general information, and to access additional configuration settings. To configure pre-defined requests:
Click Manage the system > Workflow > Pre-defined requests .
Create or select the request you want to define.
You cannot modify a deprecated pre-defined request. You must restore it first.
Warning
Changes to a pre-defined request that has been scheduled to run in a report can cause serious problems. Editing the pre-defined request will change its composition and may invalidate the attribute mappings. There is also the possibility that modifying the pre-defined request could change the report to pre-defined request’s intended result.
Bravura Security Fabric will warn you if the request is scheduled to run in a report; however, you can still edit the pre-defined request. Remember to thoroughly test your changes.