# SailPoint Castor EDC Connector Documentation

> Castor EDC Connector Documentation

# Documentation

# Connecting SailPoint and Castor EDC

To connect SailPoint to the source, perform the following tasks:

## Adding and Configuring the Source in SailPoint

To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs.

1. Go to **Admin \> Connections \> Sources**.
2. Select **Create New**.
3. Search for a source type and select **Actions**.
4. In the **Actions** dropdown, select the setup method:

   - **Express Setup** - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started.

     > **Note**
     >
     > Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>). For more information, contact your SailPoint Customer Service Manager.
   - **Standard Setup** - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup.

### Express Setup

1. Review the directions and select **Start Express Setup**.
2. Review the pre-populated source name, source owner, and description. To update, select **Edit**.

   > **Note**
   >
   > Source name must be unique.
3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider.

   > **Note**
   >
   > To add a Credential Provider in SailPoint, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](<https://documentation.sailpoint.com/connectors/help/credential_providers.html>).
4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the **Connection Settings** page.
5. Select **Finish**. After a successful test connection, the system creates your source and prompts you to run an aggregation.

   - If you want to aggregate now, select **Aggregate**.

     - To see the latest account aggregation history, go to **Account Management \> Account Aggregation**.
     - To see the list of aggregated source accounts, go to **Account Management \> Accounts**.
   - If you want to aggregate later, select **Exit**. This returns you to the **Sources** page. Your new source is listed, but contains no accounts or aggregation history yet.

### Standard Setup

Configure more detailed settings relative to Express Setup.

1. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
2. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters.
3. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](<https://documentation.sailpoint.com/saas/help/sources/index.html#assigning-a-source-owner>).
4. (Optional) Select a governance group to grant its members [source](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#source-sub-admin-user-level>) or [role](<https://documentation.sailpoint.com/saas/help/common/users/user_levels.html#role-sub-admin-user-level>) sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html>).
5. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](<https://documentation.sailpoint.com/saas/help/setup/identity_profiles.html>).
6. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Here, continue to configure your connected source.

## Base Configuration

Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary.

1. Enter a descriptive **Source Name** for the connection.
2. Enter the **Source Description** that provides details necessary to distinguish it from similar connection sources.
3. In **Source Owner**, begin typing the name of the source owner.
4. (Optional) Select the appropriate **Governance Group for Source Management** from the dropdown list. For more information about governance groups, refer to [Associating Governance Groups with a Source](<https://documentation.sailpoint.com/saas/help/common/users/governance_groups.html#associating-a-governance-group-with-a-source>).
5. Select **Create Manual Work Items** to enable the source to support additional source management features such as creating accounts and access profile management.

   > **Important**
   >
   > Once you enable this feature, it can't be disabled.

   For more information on manual work items, refer to [Work Items](<https://developer.sailpoint.com/docs/api/work-items>). For more information on SailPoint features, refer to [SailPoint Identity Services](<https://documentation.sailpoint.com/saas/help/index.html>).
6. Select **Save**.

## Connection Settings

Configure a secured, direct connection to the source.

1. Enter the Castor EDC API base URL as **Base URL**. For example, `https://data.castoredc.com/api`.
2. Enter the **Client ID**.
3. Enter the **Client Secret**.
4. Enter the **Study ID** for the study you want to connect.
5. Select **Save**.

> [!NOTE]
>
> If your study is hosted on a different regional Castor server, use that server's specific base URL instead (check your study's server location in Castor's study settings).

## Review and Test

Perform a test to confirm the connection to SailPoint.

1. Go to **Review and Test**.
2. Confirm that the entries in each field are correct.

   If you note any mistakes, return to the section and make corrections.
3. Select **Test Connection**.

## SailPoint Application Onboarding

SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface.

For more information, refer to [Application Onboarding](<https://documentation.sailpoint.com/saas/help/ai/app_onboarding/index.html>) in the SailPoint SaaS documentation.

# Integrating SailPoint with Castor EDC

Castor is an AI-native, cloud-based clinical trial platform built for biopharma companies, CROs, medical device manufacturers, and academic researchers to design, capture, manage, and structure clinical trial data at scale. It combines a core Electronic Data Capture (EDC) system with eCOA/ePRO for patient-reported outcomes, eConsent for remote enrollment, a Clinical Data Management System (CDMS) for cleaning and locking study data, and Castor Catalyst - an AI-driven extraction engine that turns source documents and EHR data into structured eCRF values with human review - into a single unified system. This document provides instructions to configure a new direct connection to a Castor EDC source. For a reference to the terminology specific to SailPoint products, refer to [Source and Connector Definitions](<https://documentation.sailpoint.com/saas/help/sources/index.html#source-and-connector-definitions>).

> [!NOTE]
>
> To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes](<https://community.sailpoint.com/release-notes/saas>) page.

## Supported Features

The Castor EDC connector supports the following:

### Account Management

- Aggregate Users

### Entitlement Management

- Aggregate Roles

> [!IMPORTANT]
>
> Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:
>
> - **Organization Admins**: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
> - **Regular Users**: Limited to 1 manual account or entitlement aggregation per day per source.
>
> These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

## Prerequisites

Before configuring the Castor EDC connector, ensure the following requirements are met:

1. Sign in to Castor at `https://data.castoredc.com` (or the region-specific server your study is hosted on).
2. Go to **Account Settings \> Castor EDC API** tab (accessible by hovering over **Account** in the top bar, then selecting **Settings**).
3. Generate an **API Client ID** and **Client Secret** from this tab. These credentials grant the same access to your data as your username and password, so store them securely (for example, in a password manager) and do not share them with third parties.
4. Authenticate using the OAuth2 **Client Credentials** flow to obtain an access token by running:

   ```text
   curl --location --request POST 'https://data.castoredc.com/oauth/token' \

   --header 'Content-Type: application/x-www-form-urlencoded' \

   --data-urlencode 'client_id=YOUR_CLIENT_ID' \

   --data-urlencode 'client_secret=YOUR_CLIENT_SECRET' \

   --data-urlencode 'grant_type=client_credentials'
   ```
5. Copy and securely store the returned **access token** - it is valid for **5 hours (18000 seconds)** before it expires and must be refreshed via the same token request once expired.
6. Copy and securely store the following details, required during connector configuration:

   - **Base URL**
   - **Client ID** and **Client Secret** - used to request new access tokens via the OAuth2 Client Credentials flow
   - **Access Token** - used as a `Bearer` token in the `Authorization` header for all subsequent API requests
   - **Study ID** - found in your study settings; required to scope requests to a specific study (for example, `/api/study/{study_id}/user`)

For more information, refer to the official [Castor EDC documentation](<https://data.castoredc.com/api>).

> [!NOTE]
>
> The linked document is not maintained by SailPoint and is subject to change without notice.

## Required Permissions

- **Organization Owner / Study Admin** - The account used to generate the Client ID and Secret should ideally hold an **Admin** role at the study level (or organization-level access, if managing multiple studies). This role is required to:

  - Generate API Client ID and Client Secret via Account Settings.
  - Fetch all users, roles, and role assignments across the study.

# Schema Reference

The application schema is used to configure the objects returned from a connector.

> [!NOTE]
>
> - The **Account Schema** tab is used to define the attributes for each object type in the application being configured. The schema attributes can be defined as **Entitlement** or **Multi-Valued**. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.
> - The schema attributes that are not present by [default](<#default-account-schema>) must be defined as strings if not specified.

The Castor EDC connector uses the following default correlation and object configurations.

## Default Account Schema

Each source supports a variety of details, or attributes, about each user who has an account, such as their name, email address, manager name, and location.

The set of account attributes each source stores and how they're organized is known as the account's *schema*. To best represent your data, you can configure sources to use an account schema matching the one you use in the external connector. Refer to [Managing Source Account Schemas](<https://documentation.sailpoint.com/saas/help/accounts/schema.html>) for more information.

### Default Account ID

SailPoint requires that certain attributes remain in your configuration. These attributes are referred to as *account IDs*.

> [!CAUTION]
>
> Changing the attribute marked as the account ID after aggregating accounts can result in duplicate accounts being created. To avoid this, either reset the accounts on this source before editing the account ID attribute or edit the account ID attribute before aggregating accounts.
>
> To resolve issues caused by changing account IDs, reconfigure them to their default values.

The following table lists the default account IDs for this connector:

| Account ID | Schema Object Type |
| --- | --- |
| user\_id | Account |

### Default Account Attributes

The Castor EDC connector supports the following default account schema attributes and customer configurable attributes. The attributes must be defined as strings if not specified.

| Attribute Name | Description |
| --- | --- |
| id | Unique identifier of the user |
| full\_name | Full name of the user |
| name\_first | First name of the user |
| name\_middle | Middle name of the user |
| name\_last | Last name of the user |
| email\_address | Email address of the user |
| last\_login | Timestamp of the user's last login |
| role\_id | Identifier of the role assigned to the user |
| role\_name | Name of the role assigned to the user |

> [!NOTE]
>
> `role_name` is flagged as an Entitlement attribute - it links each account to the Role entitlement schema below.

## Default Entitlement Attributes

Entitlement attributes define the entitlements, such as groups or roles, that can be assigned to the managed system's user accounts. Refer to [Managing Entitlements](<https://documentation.sailpoint.com/saas/help/access/entitlements.html>) for more information.

> [!CAUTION]
>
> Changing the attribute marked as the Entitlement ID after aggregating accounts or entitlements can result in duplicate entitlements being created, or access profiles and roles breaking. To avoid this, edit the entitlement schema before performing any aggregations.

### Default Group Attributes

The Castor EDC connector also supports groups. The following attributes must be configured on the managed system and in the SailPoint source schema to manage groups.

| Attribute Name | Description |
| --- | --- |
| role\_name | Name of the role |
| description | Description of the role |
| permissions | Permissions granted by the role |