In SAS^® Enterprise GRC, when you send a financial effect, recovery, or allocation for approval, the system should send an alert notification to the validator. Instead, multiple notifications might be sent.

To fix the problem, add the alert notification templates to your SAS^® Content Server. The templates are located on the Downloads tab. You also need to use SAS^® Workflow Studio to modify your existing workflow templates for financial effects, recoveries, and allocations. Or, you can use the attached default templates that are located on the Downloads tab.

• To modify your SAS_EnterpriseGRC_FinancialEffect.xml template, make the following changes:
  1. Add the following data object at the workflow root level:

     GRC_ROLE_NOTIFY_SENDING = {"roles":["Enterprise GRC: Financial Effect Editing"]}
     

  2. Make the following changes to the NOTIFY_OF_SENDING_FOR_APPROVAL activity in the Create Financial Effect Workflow subprocess:
     • Change the value of the GRC_RECIPIENTS data object from GRC_STAGE_VALIDATOR to GRC_ROLE_NOTIFY_SENDING.
     • In the Send Notification activity, edit the Process Started ► Send Workflow Notification policy. Change the value of the Template field from SAS_EnterpriseGRC_Alert_FinancialEffect_Pending to SAS_EnterpriseGRC_Alert_FinancialEffect_Send_For_Approval.
• To modify your SAS_EnterpriseGRC_DirectRecovery.xml template, make the following changes:
  1. Add the following data object at the workflow root level:

     GRC_ROLE_NOTIFY_SENDING = {"roles":["Enterprise GRC: Recovery Editing"]}
     

  2. Make the following changes to the NOTIFY_OF_SENDING_FOR_APPROVAL activity in the Create Direct Recovery Workflow subprocess:
     • Change the value of the GRC_RECIPIENTS data object from GRC_STAGE_VALIDATOR to GRC_ROLE_NOTIFY_SENDING.
     • In the Send Notification activity, edit the Process Started ► Send Workflow Notification policy. Change the value of the Template field from SAS_EnterpriseGRC_Alert_DirectRecovery_Pending to SAS_EnterpriseGRC_Alert_DirectRecovery_Send_For_Approval.
• To modify your SAS_EnterpriseGRC_InsuranceRecovery.xml template, make the following changes:
  1. Add the following data object at the workflow root level:

     GRC_ROLE_NOTIFY_SENDING = {"roles":["Enterprise GRC: Recovery Editing"]}
     

  2. Make the following changes to the NOTIFY_OF_SENDING_FOR_APPROVAL activity in the Create Insurance Recovery Workflow subprocess:
     • Change the value of the GRC_RECIPIENTS data object from GRC_STAGE_VALIDATOR to GRC_ROLE_NOTIFY_SENDING.
     • In the Send Notification activity, edit the Process Started ► Send Workflow Notification policy. Change the value of the Template field from SAS_EnterpriseGRC_Alert_InsuranceRecovery_Pending to SAS_EnterpriseGRC_Alert_InsuranceRecovery_Send_For_Approval.
• To modify your SAS_EnterpriseGRC_Allocation.xml template, make the following changes:
  1. Add the following data object at the workflow root level:

     GRC_ROLE_NOTIFY_SENDING = {"roles":["Enterprise GRC: Allocation Editing"]}
     

  2. Make the following changes to the NOTIFY_OF_SENDING_FOR_APPROVAL activity in the Create Allocation Workflow subprocess:
     • Change the value of the GRC_RECIPIENTS data object from GRC_STAGE_VALIDATOR to GRC_ROLE_NOTIFY_SENDING.
     • In the Send Notification activity, edit the Process Started ► Send Workflow Notification policy. Change the value of the Template field from SAS_EnterpriseGRC_Alert_Allocation_Pending to SAS_EnterpriseGRC_Alert_Allocation_Send_For_Approval.
• To modify your SAS_EnterpriseGRC_IncidentCause.xml template, make the following changes:
  1. Add the following data object at the workflow root level:

     GRC_ROLE_NOTIFY_SENDING = {"roles":["Enterprise GRC: Incident Cause Editing"]}
     

  2. Make the following changes to the NOTIFY_OF_SENDING_FOR_APPROVAL activity in the Create Incident Cause Workflow subprocess:
     • Change the value of the GRC_RECIPIENTS data object from GRC_STAGE_VALIDATOR to GRC_ROLE_NOTIFY_SENDING.
     • In the Send Notification activity, edit the Process Started ► Send Workflow Notification policy. Change the value of the Template field from SAS_EnterpriseGRC_Alert_IncidentCause_Pending to SAS_EnterpriseGRC_Alert_IncidentCause_Send_For_Approval.

Operating System and Release Information

See the following attachment for the updated workflow templates for financial effects, recoveries, and allocations: Incident_Object_Workflow_Templates.zip

See the following attachment for the new alert notification templates: Alert_Notification_Templates.zip