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Object Recertification Policies

Definition

Object Recertification is the process of reviewing Objects to verify their compliance. This process is implemented in Memority using Object Recertification Policies that can trigger a workflow on a regular basis or when needed.

The details about the widget allowing to view the recertifications of an Object are described in this page.

Configuration

You can access the Object Recertification Policy configuration :

  • by clicking on "Portal" â†’ “Object Recertification Policies”

  • by clicking on "System" â†’ "Configurations" → "Object Recertification Policies" and perform an import/export.

Property name

Type

Mandatory

Description

Modifiable after creation

Code

id

String

YES

The id is the unique identifier of the Object Recertification Policy

It is case sensitive and no special characters (except - or _) are allowed.

NO

XML
<ctdbum:ObjectRecertificationPolicy id="employee-recertification-policy"
                                    xmlns:ctdbum="http://www.memority.com/citadel/bum/1_0"
                                    xmlns:search="http://www.memority.com/toolkit/search-expression/1_0"
                                    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <name>employee-recertification-policy</name>
  <description>Recertification policy for employees</description>
  <active>true</active>
  <objectScope type="EXPRESSION" objectKind="IDENTITY">
    <searchExpression>
      <search:Prop op="EQUALS" name="contractType">
        <value script="false">INTERN</value>
      </search:Prop>
    </searchExpression>
    <objectTypes>
      <objectType>employee</objectType>
    </objectTypes>
  </objectScope>
  <referenceDateAttribute>enabledFrom</referenceDateAttribute>
  <recertificationPeriod>P1M</recertificationPeriod>
  <campaignExecutionPlan>
    <scheduleType>INTERVAL</scheduleType>
    <interval>6</interval>
    <intervalUnit>MONTHS</intervalUnit>
  </campaignExecutionPlan>
  <workflowStrategy xsi:type="ctdbum:FixedFeatureWorkflowStrategy">
    <workflowId>workflow_recertification_employee</workflowId>
  </workflowStrategy>
  <refusalRule>
    <script><![CDATA[ObjectPatch.newPatch(AttributePatch.setValue('someAttr', 'someValue'))]]></script>
  </refusalRule>
</ctdbum:ObjectRecertificationPolicy>

name

String

YES

The Object Recertification Policy name.

The name may be different from the identifier.Must be at least 4 characters long.

YES

active

Boolean

YES

Allow to toggle activation of the policy

YES

objectScope

Scope

YES

The Scope of the policy

YES

referenceDateAttribute

String

NO

Used only for the “On the fly” recertification. Must match the id of a date attribute bound to the objects in the scope which will serve as a reference point for the first recertification (see “On the fly” recertification below).

If not provided it will default to the creation date of the object.

YES

recertificationPeriod

String

NO

A period duration in ISO 8601 format.

If provided, the “On the fly” recertification mode will be activated with this period.

YES

campaignExecutionPlan

ExecutionPlan

NO

If provided, the “Campaign” recertification mode will be activated with the provided schedule (see “Campaign” recertification below)

YES

workflowStrategy

WorkflowStrategy

YES

Provide the workflow to be triggered for the recertification

YES

refusalRule

ComputeRule

NO

A compute rule that must return an ObjectPatch. If provided, this patch will be applied to the Object in case of a refused workflow.

YES

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