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Summary of Workflows, Tasks, and Rules in Provisioning

The following table provides an at-a-glance list of workflows, tasks and rules for provisioning through IdentityIQ.

For an overview of developing and using rules in IdentityIQ, see Rules and Scripts in IdentityIQ.[Link needed]

Type Name Purpose / Usage
Workflow Lifecycle Manager:
LCM Provisioning
LCM Create and Update
LCM Manage Passwords
LCM Registration
Manages actions requested through Lifecycle Manager.
Workflow Identity Update Manages the provisioning actions required based on an Identity Cube update.
Workflow Identity Refresh Manages the provisioning actions required from an Identity Refresh.
Workflow Lifecycle Event – Joiner

Lifecycle Event – Manager Change

Lifecycle Event – Leaver

Lifecycle Event – Reinstate
Controls the Lifecycle Event-driven activities, which can contain provisioning actions.
Workflow (subprocess) Do Provisioning Forms Creates, presents and gathers data from provisioning forms. This step is the interactive provisioning policy phase of provisioning.
Workflow (subprocess) Do Manual Actions Presents the unmanaged portion of a provisioning project as work items to be processed manually. Update and Identity Refresh workflows use this step. Lifecycle Manager has a similar step but audits differently.
Workflow (subprocess) Provision with Retries Manages retries on the provisioning actions for Lifecycle Manager.
Workflow (subprocess) Identity Request Initialize
Identity Request Violation Review
Identity Request Approve
Identity Request Approve Identity Changes
Identity Request Provision
Identity Request Notify
Identity Request Finalize
Provisioning Approval Subprocess
These workflows subdivide Lifecycle Manager Provisioning into more manageable workflow parts. Lifecycle workflows also use some or all of these tasks.
Task Identity Refresh Creates provisioning requests based on application of role assignment rules or role detection.
Task Perform Maintenance Processes certification-generated and policy violation-generated remediation requests.
Task Account Aggregation Provisioning activities driven by integration configurations or Work Items require a reaggregation from the target system before the identities can be updated with the access change.
Rule FieldValue Identifies the default value for the Provisioning Policy field.
Rule AllowedValues Constrains allowed values for the Provisioning Policy field.
Rule Validation Defines validation process for Provisioning Policy field.
Rule Owner Defines owner for Provisioning Policy field.
Rule PlanInitializer Can be specified for any IntegrationConfig or ProvisioningConfig to run installation-specific pre-processing in Plan Evaluation step before carrying out provisioning.
Rule IdentityTrigger Can determine the triggering of a Lifecycle Event.