Skip to content

Entity Management

Introduction

Organizations today are facing complex regulations. A centralized, approach to efficiently manage corporate governance, compliance and legal measures and decrease risks is critical to all business processes.

For example : In financial organisations it is a mandate to keep data from various legal entities in a logically secure and separate manner. Any breach may result in financial and reputational damage.

Our Orchestrator’s Entity Management feature support logical partitions, therefore data of entities (like retail/commercial banking etc) within the organization remain controlled and isolated ensuring compliance to applicable regulations. These entities can also be used to maintain different environments like Test, UAT and Production on the same infrastructure.

In addition, our RBAC controls help define access permissions and roles at each entity level ensuring organisational compliance.

Create Entity

  • Entity is the main root of the Orchestrator. Without an Entity, users cannot perform any action in the Orchestrator.
  • ENTITIES page displays list of all created entities.
  • Only Admins will have access to handle Entities.

    Steps to create an Entity

    • Click on Create Entity to open NEW ENTITY dialog.

      Screenshot

    • In Name field, type the name for entity and click on Submit.

    • Edit icon Screenshot in the ACTIONS tab can be used to perform any edits, post which the user has to click on Submit button.
    • User can delete the Entities by clicking on Delete icon Screenshot under the ACTIONS tab.
    • User can search for an Entity using the Search key box.

Process Creation

Once Entity has been created by the Admin, then Global Process automatically will generate and is visible on Left Navigation menu. Users will be able to create multiple Sub Processes under each entity to assign, schedule and manage their Robot workforce efficiently.

Screenshot

Note

A user can modify the name of Global Process as per the requirement under the ‘Details’ tab.
By default, Global Process will be RPA Process Type.

Screenshot

Creation of Sub-Process

User can create two types of Sub-Process :

  • RPA Sub-Process
  • DPA Sub-Process

    RPA Process Creation

    Click on Screenshot Add Department icon against the Global Process to populate the New Process window.

    Screenshot

    Screenshot

    • Enter name of the process as per the requirement, in Name mandatory(*) field.
    • Select process type as RPA from Process Type dropdown.
    • Click on Save button.
    • Newly created RPA Sub-Process will be visible inside the Global Process in a tree form on Left Navigation menu.

    DPA Process Creation

    Click on Screenshot Add Department icon against the Global Process to populate the New Process window.

    Screenshot

    Screenshot

    • Enter name of the process as per the requirement, in Name mandatory(*) field.
    • Select process type as DPA from Process Type dropdown.
    • Click on Save button.
    • Newly created DPA Sub-Process will be visible inside the Global Process in a tree form on Left Navigation menu.

    Screenshot