Policies and Workflows

Configure automation policies, workflow triggers, notifications, and access reviews in Lifecycle Management

Policies define the rules and actions for managing identities throughout their lifecycle. Workflows within policies execute based on specific conditions, automating processes such as onboarding, role changes, and offboarding.

In this section

Topic	Description
Policies	Create and configure automation policies for identity sources
Conditions and Actions	Define workflow triggers and provisioning actions
Trigger Conditions Reference	SCIM filter syntax for workflow conditions
Notifications	Configure email templates and webhooks
LCM-Triggered Access Reviews	Trigger compliance reviews from LCM workflows

Key concepts

• Policies: Top-level configuration for a source of identity that defines which workflows apply

• Workflows: Sequences of actions that execute when specific conditions are met

• Trigger Conditions: Boolean expressions using SCIM filter syntax (e.g., is_active eq true)

• Actions: Tasks like creating accounts, assigning groups, or sending notifications

Related topics

• Access Profiles - Define birthright entitlements for provisioning actions

• Attribute Transformers - Format attributes when provisioning accounts