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Infor Risk & Compliance Online Help
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About Infor Risk & Compliance
About Infor Risk & Compliance
The About Page
Common Functionality across Infor Risk & Compliance
Searching for the required object
Searching using Autosuggest and Browse
Enable Notification
Enable Notification
Downloading Data
Selecting Date
Keyboard Shortcuts
Sorting data
Exporting to Excel from Grid
Expanding and collapsing grid
Resizing table column
Global Search
How Global Search Works
Searchable Objects
FAQs - Settings
Monitor
Monitor menu- Page Access (permissions by role)
Dashboards
Dashboards
Manage Dashboard Tabs
Manage Panels
Dashboard Library
Pre-Shipped graphs and panels
Add Custom Panel
Edit Parameters of the selected graph or panel
Modify appearance
Scope Data
Add Custom Panel
General Details
Panel options
Inbox
Inbox - To Do, Reports, Notifications
To Do
Reports
Working with the Reports tab
Notifications
Violations
Violations
Apply Filters to Scope Violations
View Details of Violations
By rule book
By Reviewer
Violations by Rule
View Individual Violations
Take Action to Remediate Violations
Mitigating violations
Assign violations to another user
Discuss
Comment
Re-open closed violations
Details of Objects causing Violations
Violations Browser - Intellilink details
Exceptions
Exceptions
Apply filters to scope exceptions
View details of exceptions
By Rule Book
Exceptions by Rule
View Individual Exceptions
Actions from this page
Close exceptions
Assign exceptions
Discuss
Adding a comment
Download information
By Reviewer
By Object
Details of Objects causing Exceptions
Reasons
Drill down to the source system
Fix the reason for the exception
Ignore the reason for the exception
Reopen a reason
Comment on the reason
Research
Other Exceptions
Fields
Exceptions/Data Browser - Intellink Details
Users
Users
View user details
Data
Data
Applying Filters
Object Details
Reusing saved filters
Data Browser - Intellilink details
Manage
Manage menu- Page Access (permissions by role)
Analyses
Actions from the Analysis page
Reports Subscriptions
Reports
Working on Scheduled Reports tab
Report Filters
Violation Report Filters
Date filters for Infor Risk & Compliance Audit Report
Generating reports from Report filters
Scheduling the report
Reports tab
Generating a report
Mitigating Violations or Exceptions through a report
Schedule New Report
Schedule New Report
Schedules
Schedules
Create or Edit an Extraction Schedule
Scheduling a new extraction
Extraction types
Online Extraction
Extraction Filters
Full Extraction
Incremental extraction
Two step extraction
Background extraction
Offline Extraction
Editing an existing Extraction Schedule
Configuration Settings
Create or Edit an Analysis Schedule
Scheduling an analysis
General Information
Scope
Scope Filters
Scope Filters for Authorizations Insight
Scope filters for Authorizations Insight for Infor
Scope filters for Authorizations Insight for Lawson
Scope filters for Authorizations Insight for Oracle
Scope filters for Authorizations Insight for PeopleSoft
Scope filters for Authorizations Insight for SAP
Scope Filters for Process Insights
Schedule
Analysis for Authorizations Insight for Infor
Editing existing analysis
Using Parameter List in analysis
Schedule System Downtime
Creating System Downtime Schedule
Manual Execution
Editing a System Downtime Schedule
Create or Edit an Archive Schedule
Creating an Archive Schedule for What-ifs and Requests
Creating an Archive Schedule to Archive Process Insight Analyses
Schedules ( Calendar View)
Actions from the Calender View page
Scheduling a new extraction
Tasks
Actions from the Tasks page
Task types
Concurrent tasks
Task Priorities
Personal Data Protection
Personal Data Protection
GDPR schedules
GDPR Object Collection
GDPR Object Anonymization
GDPR Stop Object Monitoring
GDPR Object Deletion
GDPR excluded objects
GDPR downloads
Rule Based Extraction
Scoping an Extraction
Impact on existing Extractions
Restoring Default Extraction Settings
Upload
Formatted Process Data
User Access and Configuration Data
External Data Source
Verifying Data Upload
Data Clean Up
Clean up Process Insight transactions data
Reset SAP Password
Reset password process
What-Ifs
What if Analysis
Actions from the What-ifs page
What-ifs for Lawson
Lawson - Role Assignment Management
Selecting rule books
What-if name
Connection
Selecting User ID
Assigning new roles to the user
Already assigned roles
More details
Lawson - User Creation Request
First name and last name
Selecting new user id
What-ifs for Infor
Infor - Role Assignment
Already assigned permissions
Infor - User Creation
Infor - Permission Assignment Management
Assigning new permissions
Selecting Parameter Lists
Selecting role
What-ifs for SAP
SAP - Role Assignment Management
Importing roles
Selecting the validity period
Verify on demand
What-if priority
SAP - Add Transaction to Role
Adding new transactions to the role
SAP - User Creation
SAP - Authorization Change Management
Adding authorizations
What-ifs for PeopleSoft HRMS
PeopleSoft HR - Role Assignment Management
PeopleSoft HR - User Creation
PeopleSoft HR - Permission List Assignment Management
Already assigned menus
Assigning new menus
Selecting Permission Lists
Modifying pages
What-ifs for PeopleSoft FISCM
PeopleSoft FI - Role Assignment Management
PeopleSoft FI - User Creation
PeopleSoft FI - Permission List Assignment Management
What-ifs for Oracle
Oracle - User Creation
Assigning new responsibilities
Oracle - Menu Change Management
Already assigned functions
Assigning new functions
Selecting menu
Oracle - Role/Responsibility Assignment Management
Already assigned Roles/Responsibilities
Assigning new roles
Requests
Requests
Viewing history
Downloading Data
Approve or Deny
Creating a New Request and Viewing Details
Request Details for SAP
Actions
More Details
Violating Objects
Request Details for Infor, Lawson, Oracle, PeopleSoft Requests
Violation Details for SAP What-Ifs and Requests
Violation Details for Infor, Lawson, Oracle, and PeopleSoft Requests
Violations for Rule
Lawson Requests
Lawson - Role Assignment Management Request
Lawson - User Creation Request
Infor Requests
Infor - Role Assignment Request
Infor - User Creation Request
Infor-User De-provisioning
SAP Requests
SAP - Authorization Change Request
SAP - Role Assignment
SAP - Role Assignment to Position
SAP - User Creation
SAP - User De-provisioning
SAP - User De-provisioning Requests in CUA Clients
SAP - User Re-provisioning
SAP - User Re-provisioning Requests in CUA Clients
Requests in CUA Clients
Configuring CUA for Infor Risk & Compliance
CUA Requests
Infor Risk & Compliance Process Templates for CUA Clients
SAP - Emergency Access
Creating an SAP - Emergency Access Request
Emergency Access Prerequisites
Emergency Access Requests in CUA Clients
Revoking Emergency Access
Requests for PeopleSoft HRMS
PeopleSoft HR - User Creation
PeopleSoft HR - Role Assignment Management
PeopleSoft HR - Permission List Assignment Management
Assigning new Pages
Modifying pages
PeopleSoft HR - User Re-Provisioning
PeopleSoft HR - User De-Provisioning
PeopleSoft HR - Emergency Access
Creating a PeopleSoft - Emergency Access Request
Emergency Access Prerequisites
Revoking Emergency Access
Requests for PeopleSoft FISCM
PeopleSoft FI - User Creation request
PeopleSoft FI - Role Assignment Management Request
PeopleSoft FI - Permission List Assignment Management
PeopleSoft FI - User Re-Provisioning
PeopleSoft FI - User De-Provisioning
PeopleSoft FI - Emergency Access
Oracle Requests
Oracle - Role/Responsibility Assignment Management
Oracle - Menu Change Management
Oracle - User Creation
Oracle - User De-provisioning
Oracle - Emergency Access
Creating an Oracle Emergency Access Request
Emergency Access Prerequisites
Revoke Emergency Access
Oracle - User Re-Provisioning
Design
Design menu- Page Access (permissions by role)
Rule Books and Rules
Rule Books
New Rule Book
Creating a New Rule Book
General Information
More Details
Owners
Action
Enable Notification
Viewing or Editing Rule Book Details
View Rules in a Rule Book
Share
Email
Enable a Rule Book
Disable a Rule Book
Lock a Rule Book
Unlock a Rule Book
Exporting a Rule Book
Importing a Rule Book
Duplicating a rule book
Deleting a Rule Book
Cleanup analysis results
Rules
View rule details
Share
Email
Create a New Rule
Authorizations Insight Rules
Enable Notification
General Information
Owners
Keywords
Compensating Controls and Exclusions
Rule Conditions
User Activity Insight Rules
Notifications
Rule conditions
Test Rule
Process Insights Rules
Rule Conditions
Reporting Fields
Add Reporting Fields
Rule Summary
Testing a Rule
Test Your Rule
Enable a rule
Disable a rule
Enable incremental analysis for a rule
Disable incremental analysis for a rule
Delete a rule
Assign keywords to a rule
Copy a rule
Move a rule to another rule book
Edit rule details
Cleanup analysis results
Sample Rules for Authorizations Insight
Sample Rules for AI for Infor
Build the rule condition
Build the rule condition
Sample Rule for AI for Lawson
Sensitive Token Rules
Build the rule condition
Token Conflicts Rule
Build the rule condition
Sample Rules for AI for SAP
Conflict Rules
Building Rule Conditions
Limit Rules
Building Rule Conditions
Sensitive Rules
Building Rule Conditions
Sample Rules for AI for Oracle
Conflicts Rule
Build the rule condition
Limit Rules
Sensitive Rules
Build the rule condition
Sample Rules for AI for PeopleSoft
Conflicts Rule
Build the rule condition
Limit Rules
Build the rule condition
Sensitive Rules
Build the rule condition
Sample Rules for User Activity
Sample Rules for UAI for SAP
Sensitive Rules
Build the rule condition
Quick Add
Select Objects
Copy Condition
Conflict Rules
Build the rule condition
Quick Add
Select Objects
Copy Condition
Quick Add
Select Objects
Copy Condition
Sample Rules for Process Insight
Process Insight - Standard Rule
Sample Standard Rule for Process Insight for SAP
Build the rule condition
Sample Standard Rule for the Procure-to-Pay/General Ledger Insight for Lawson
Build the rule condition
Sample Standard Rule for Procure-to-Pay Insight for Infor
Build the rule condition
Reporting Fields
Process Insight- Duplicate Rule
Sample Duplicate Rule for Process Insight for SAP
Build the rule condition
Sample Duplicate Rule for the Procure-to-Pay/General Ledger Insight for Lawson
Build the rule condition
Duplicate object conditions
Conditions
Sample Duplicate Rule for the Procure-to-Pay Insight for ION
Build the rule condition
Conditions
Reporting
Process Insight - Baseline Rule
Sample Rule - Baseline rule for Process Insight for SAP
Build the rule condition
Sample Rule - Baseline rule for Process Insight for Infor
Build the rule condition
Sample Rule - Baseline rule for Process Insight for Lawson
Build the rule condition
Reporting Fields
Math Rule
Sample Math Rule for Process Insight for Lawson
Build the rule condition
Sample Math Rule for Process Insight for SAP
Build the rule condition
Sample Math Rule for Order-to-Cash Insight for Infor
Build the rule condition
Reporting Fields
Sample Rules for OFAC Insight
Sample Rules for OFAC Insight.
Build the rule condition
Sample Rules for Inventory Insight for Lawson
Lawson Inventory Insight - Duplicate rule
Build the rule condition
Lawson Inventory Insight - Math rule
Build the rule condition
Lawson Inventory Insight - Baseline rule
Build the rule condition
Lawson Inventory Insight - Simple rule
Build the rule condition
Sample Rules for Payroll Insight for Lawson
Lawson Payroll Insight Simple rule
Build the rule condition
Lawson Payroll Insight Duplicate rule
Build the rule condition
Build the rule condition
Lawson Payroll Insight - Math rule
Build the rule condition
Lawson Payroll Insight Baseline rule
Build the rule condition
Parameter Lists
Parameter Lists
Parameter Lists tab
Create a new Parameter List
Parameter Library
Create a new Parameter
Using Parameters and Parameter Lists
Search and Replace
Identifying Rule Books and Rules
Replace, Add, or Remove
Selecting rules to be modified
Specifying search criteria
Compensating Controls
Compensating Controls
Action on Compensating Controls
Creating or editing a Compensating Control
General Panel
More details
Enable a compensating control
Disable a compensating control
Edit details of a Compensating Control
View details of a compensating control
Exporting a Compensating Control
Importing Compensating Control
Assign rules to a Compensating Control
View rules to which a compensating control is assigned
Dissociate rules from a compensating control
Deleting a compensating control
Exclusion List
Exclusion List
Rules with Exclusions
Document Exclusions
Actions from this page
Bulk Exclusion
Excluding Objects from Rules
Scope
Exclude by
Users
User Attributes
Roles
Permission Lists
Responsibilities
CSV file
Keywords
Keywords
Creating a Keyword
Working with keywords
Edit Keywords
Assigning rules to a keyword
Editing an existing keyword
Removing a rule assigned to an existing keyword
Removing a parameter list assigned to the keyword
Baseline
Baseline
Actions
Edit Baseline Categories
Import/Export
Actions
Approval Process
Approval Process Templates
Actions
Participants in the Approval Process
Creating a new Approval Process Templates
Approval Stages tab
Add a new approval stage
Modify an approval stage
Process Detail tab
Approval Process Templates without Stages
Functional Area
Functional Area
Working with Functional Area List tab
The Variable Library tab
Functional Area for Approval Process
Functional Area Emergency Access
Functional Area Variable
Functional Area Variables
Other actions from this page
Importing a functional area
Exporting a functional area
Duplicating a functional area
Creating a functional area variable
Infor
Lawson
SAP
Oracle
PeopleSoft FI
PeopleSoft HR
Creating a functional area
Creating a new Functional Area
Definition
Scope
Settings
Settings menu- Page Access (permissions by role)
Preferences
Manage your favorites list
General settings
Configure email notifications
Scheduling notification delivery
Subscribing to email notifications
Adding or modifying delivery schedules
Modifying notification subscriptions
Deleting existing notification subscriptions
Download list of notifications
Select page options
Modify the recently viewed pages list
User information
Mark yourself out of office
Changing the user password
Enable default connection through What-if and request settings
Security
Security
Import users
Importing a .txt (tab delimited) file containing a list of users as follows:
View or modify details of an existing user
Assign connection, rule or rule book ownership to a user
Marking a user out of office
Disable a user
Enable a user
Automatic reset users password
Delete a user
Creating, editing or deleting a notification
Share reports with other users
Unsubscribe users from reports
Downloading Data
Creating or modifying a User
User Information
Ownership
Notification
User Information
User Information
Modifying an Existing User
Sharing Reports
Summary
Map Application Users
User Information
User Information
Password Setting
Roles
Role Management
Create or Modify a Custom Role
Assign Permissions
Modify a Custom Role
Standard Infor Risk & Compliance Roles - Permissions
Password Policies
Password Properties
Account Policy Settings
Configuration
Infor Risk & Compliance System
Outgoing Email Server
Incoming Email Server
Infor Risk & Compliance Database
Report Settings
Mitigation
Violation Log File
Extraction Settings
Timeout Settings
Task Manager Settings
Analysis Settings - Process Insights
Analysis Settings- Authorizations Insight
Analysis Settings - SAP, Infor, LAWSON
Analysis Settings - Oracle
Analysis Settings - PeopleSoft FI and HR
What-if and Request Settings
Infor Ming.leTM API Settings
Insights
Edit the name of the adapter
Remove the Infor adapter
Publish Insight date changes
Remove Insight
Archives
Analysis
Logs
Audit data settings
Reports and notifications
Notification Templates
Edit Notification Templates
Modify a notification template
Modify template headers and footers
Environment Check
Publishing
Active Sessions
Access Management
Approval options
Allow User to redirect request
Analysis Options
Completion of request
Email Notification Settings
Emergency Access
Requestor Comments
Self-Approval Settings
Stale Request Cancellation
Stale Request Reminder
Upload file for User - Manager mapping
Violation Mitigation
User creation options
Allow new user creation through a request
Additional user attributes
Copy attributes of user selected in 'Assign roles as this user' request creation field
Default template for copying properties of new user created in request
Password for new user created in request and password reset
Exclude sensitive roles or responsibilities
Adding roles or responsibilities to Exclusion
Adding owner to selected roles or responsibilities
Connections
Connections
Actions from this page
Create or Modify a Connection
Create new connection
Creating connection for Lawson
Creating connection for Infor
Creating connection for SAP
Creating connection for PeopleSoft
Creating connection for Oracle
Creating connection for FlatFile
Creating connection for ODBC
Modify an existing connection
Secure a connection
Connection security impact on the functionality
Mapping connection users
Import Connection
Creating an offline connection
Map extracted data to an existing connection
Import an XML file for script-based extraction
Collect Logs
How to Collect Logs
Information Collected through Log Files
File Collection Paths
Archive Connections
Archive Connections
Creating or Editing an Archive Connection
Enabling an Archive Connection
Disabling an Archive Connection
Deleting an Archive Connection
View Reports
Archiving What-ifs/Requests
Archiving Business Process Exceptions
Archiving Exceptions Remediation Details
Archiving SAP Emergency Access Activity Report
Glossary
.beu file
Abort task
Archival connection
Archive
Background extraction
Baseline
Bulk exclusion
Business Process Owner (BPO)
Compensating control
Connection
Connection owner
Connection user
Dashboard
Database
Data browser
Data cleanup
Data extraction
Disabling a rule book
Enabling a rule book
Exception browser
Exclusion List
Full extraction
Functional area
Global search
Import/Export history
Inbox
Incremental extraction
Infor Portable Data Extractor
Infor reports
Keywords
Locking rule books
Notifications
Offline connection
Offline extraction
Online connection
Online extraction
Parameter lists
Password policies
Personal data protection
Pre-Analysis check
Report filters
Requests
Rule based extractions
Rule book
Rule book owner(RBO)
Scope filters
Secured connections
Standard Infor Risk & Compliance roles
Two-Step extraction
Unlocked rule book
Unsecured connection
Upload
Violation browser
What If analysis
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