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UNIVERSAL
- *Workflow Stages
  - Initiation
  - Processing & Verification
  - Claiming & Locking
  - Rejection & Re-Routing
  - Completion
  - Suspension & Resumption
  - Final Closure
- AI Skill Manager
  - A/B Testing & Experimentation
  - Academic & Research
  - Accounts Payable Management
  - Accounts Receivable Management
  - Accreditation & Institutional Compliance
  - Active Directory Integration
  - ADA & Section 508 Accessibility
  - Agile & Scrum Facilitation
  - Agile Coaching & Transformation
  - AI Acceptable Use Policy
  - AI Budget & Token Cost Controls
  - AI Output Approval Workflow Rules
  - AI Output Confidence Scoring
  - AI Persona & Expertise Framing
    - Subject Matter Expert (SME) Persona
  - AI Prompt Manager — Budget & Cost Controls
  - AI Prompt Manager — Compliance & Governance Fields
  - AI Prompt Manager — Condition SQL Patterns
  - AI Prompt Manager — Delivery Methods
  - AI Prompt Manager — Prompt Template Design
  - AI Prompt Manager — Response Caching
  - AI Prompt Manager — Scheduling & Following Chains
  - AI Prompt Manager — System Prompt Design
  - AI Prompt Manager — Trigger Event Types
  - AI Prompt Manager — Write-Back Patterns
  - AI Skill Manager — External Export Packaging
  - AI Skill Manager — Index & Retrieval Configuration
  - AI Skill Manager — Module Architecture
  - AI Skill Manager — Retrieval Bucket Priority Model
  - AI Vector Index — Embedding & Re-indexing
  - AI Vector Index — Security Model Inheritance
  - AI Vector Index Architecture
  - AI-Generated Code Security Review
  - Alternative URL & Federation Patterns
  - Alumni & Development Relations
  - Anti-Bribery & Anti-Corruption (FCPA)
  - Anti-Money Laundering (AML) & KYC
  - Approval Workflow Routing
  - Arabic
  - Architecture Evolution & Migration
  - Artificial Intelligence & Machine Learning
  - Asset Management — Real Estate
  - Athletics Administration
  - Attribute Generator Rules
  - Attribute HTML Cleaner Rules
  - Audiences — Anonymous vs Authenticated Handling
  - Audit Trail Requirements
  - Backlog Management
  - Board Governance — Nonprofit
  - Board Member & Director
  - Board Package
  - Brand Management
  - Budget & Appropriations
  - Budget Management & Forecasting
  - Bulk vs Incremental Transfer Behavior
  - Bullet Point Brief
  - Business Continuity & Disaster Recovery
  - Business Development
  - Business Intelligence & Reporting
  - CAN-SPAM & Email Marketing Compliance
  - Capital Markets & Investor Relations
  - Carbon Accounting & Reporting
  - Care Coordination & Case Management
  - Case Study
  - CCPA — California Consumer Privacy Act
  - Centralpoint — AI Integration Layer
    - AI Prompt Manager — Module Architecture
  - Centralpoint — Content & Module Architecture
    - Module Configuration XML Structure
  - Centralpoint — CpScripting & Templating
    - CpScript Syntax Rules & Tag Format
  - Centralpoint — Data Cleaner & Governance
    - Data Cleaner Overview & Architecture
  - Centralpoint — Delivery & Communication
    - Email Broadcast — Configuration & Scheduling
  - Centralpoint — Developer & Integration Tools
    - Web API — ReadResults & ReadDetails
  - Centralpoint — Event & Automation Engine
    - Data Triggers — When/If/Do Architecture
  - Centralpoint — Forms & Workflow
    - Form Architecture & ff-container Structure
  - Centralpoint — Learning & Engagement
    - LMS — Course Design & Configuration
  - Centralpoint — Platform History & Architecture
    - Platform Version History (v8.0 — v8.11)
  - Centralpoint — Security & Identity
    - Audiences — Architecture & Design Patterns
  - Change Management
  - Channel & Partner Management
  - Chief Compliance Officer (CCO)
  - Chief Data Officer (CDO)
  - Chief Financial Officer (CFO)
  - Chief Human Resources Officer (CHRO)
  - Chief Information Officer (CIO)
  - Chief Legal Officer / General Counsel
  - Chief Marketing Officer (CMO)
  - Chief of Staff
  - Chief Operating Officer (COO)
  - Chief Revenue Officer (CRO)
  - Chief Technology Officer (CTO)
  - Client Relationship Management — Legal
  - Clinical & Medical
  - Clinical Quality & Patient Safety
  - Clinical Research & Trials
  - Cloud Infrastructure & DevOps
  - Coach & Mentor Persona
  - Communication & Style Skills
    - Tone & Register
      - Executive & Board Level
  - Compensation & Benefits Design
  - Competitive Analysis
  - Competitive Intelligence
  - Competitor & Political Deflection
  - Compliance Officer
  - Compliance Officer Persona
  - Concise & Direct (Executive Summary Style)
  - Consent & Privacy Compliance
  - Constituent Services
  - Content Strategy & Marketing
  - Context Assembly & RAG Patterns
  - Contract Management & Lifecycle
  - Contract Negotiation — Operations
  - Contract Negotiation — Sales
  - Conversational & Employee Facing
  - COPPA — Children's Online Privacy Protection
  - Corporate & Transactional Law
  - Corporate Communications
  - Corporate Controller
  - Corporate Governance & Secretary
  - Corporate Social Responsibility (CSR)
  - Cost Accounting & Variance Analysis
  - Court & Judicial Administration
  - CpScript — Column Binding (Attribute Fields)
  - CpScript — Column Binding (Standard Fields)
  - CpScript — Date & Time Formatting
  - CpScript — Escape Patterns (cpsys_Apos, Brackets)
  - CpScript — FormState & Form Data
  - CpScript — Image & File Rendering
  - CpScript — Literal Scripting & Conditional Filters
  - CpScript — Navigation & SiteMap Scripts
  - CpScript — Placeholders & ItemContent
  - CpScript — Random String & System Constants
  - CpScript — Taxonomy & Audience Context
  - CpScript — UserInfo & Session Context
  - Creative Direction & Design
  - Credential & Secret Exposure Prevention
  - Credit Risk Management
  - Criminal Law
  - Crisis Communications
  - Cross-Site Scripting (XSS) Prevention
  - CSAT & Quality Management
  - Curriculum Design & Development
  - Custom Delimiters & Text Qualifiers
  - Customer Experience & Service
    - Customer Experience Strategy
  - Customer Journey Mapping
  - Customer Loyalty & Retention Programs
  - Customer Service Representative Persona
  - Customer Success Management
  - Customer Support Management
  - Cybersecurity & Information Security
  - Data & Analytics
    - Data Strategy & Governance
  - Data Broadcast — Configuration & Distribution
  - Data Classification Standards
  - Data Engineering & Analytics Engineering
  - Data Governance
    - Records Retention Schedules & Policies
  - Data Lineage & Provenance
  - Data Quality Standards
  - Data Residency & Sovereignty
  - Data Science & Predictive Modeling
  - Data Transfer Scheduling & Process Log
  - Data Triggers — Bulk Transfer Silent Behavior
  - Data Triggers — Chaining & Sequencing
  - Data Triggers — Condition Builder Logic
  - Data Triggers — Delete Event Patterns
  - Data Triggers — IDataTrigger Custom Code Interface
  - Data Triggers — Insert Event Patterns
  - Data Triggers — Update Event Patterns
  - Data Triggers — Z Delivery — Email
  - Data Triggers — Z Delivery — Field Write-Back
  - Data Triggers — Z Delivery — In-Portal Notification
  - Data Triggers — Z Delivery — SMS via Twilio
  - Data Triggers — Z Delivery — Webhook & Outbound Push
  - Data Visualization & Dashboard Design
  - Database Administration
  - DataSource — Empty Item Content
  - DataSource — Filtering (QueryString, Taxonomy, User, Date)
  - DataSource — Item Content Binding Patterns
  - DataSource — Sorting, Pagination & Export
  - DataSource — SQL SELECT Command Patterns
  - DataSource — Standard vs Attribute Field Binding
  - DataSource — Template Content & ItemContent Placeholder
  - Deal Desk & Pricing
  - Deduplication Governance Rules
  - Deduplication Rules & Merge Logic
  - Demand Generation & Lead Management
  - Deployment & Update Patterns
  - Developer Relations & Community
  - Digital Marketing & SEO
  - Disposition & Destruction Certification
  - Diversity, Equity & Inclusion (DEI)
  - Document Generation from Form Submissions
  - Donor Relations & Stewardship
  - Dutch
  - eCommerce Operations & Management
  - Economic Development
  - Education
    - K-12 School Administration
  - Email Broadcast — Audience Targeting
  - Email Broadcast — CAN-SPAM Compliance
  - Email Broadcast — Click Tracking & Bounce Management
  - Email Broadcast — CpScripting in Body
  - Email Broadcast — Linked AI Prompt Output
  - Email Communication
  - Email Formatting — Mobile Responsive Design
  - Email Formatting — Outlook-Safe HTML Templates
  - Email Marketing
  - Emergency Management
  - Empathetic & Supportive
  - Employee Relations
  - Employee Wellness & Benefits Programs
  - Employment & Labor Law
  - Employment Law
  - Encryption & Certificate Management
  - English — United Kingdom
  - Enterprise Account Management
  - Enterprise Architecture
  - Environmental Compliance
  - Environmental Health & Safety (EHS)
  - Escalation & Human-in-the-Loop Rules
  - Escalation Management
  - ESG & Sustainability
    - Sustainability Strategy
  - ESG Disclosure & Reporting (GRI, SASB, TCFD)
  - Ethics & Code of Conduct
  - Event Marketing & Management
  - EventBrite Webhook Integration
  - Excel Integration
  - Executive Dashboard Design
  - Executive Summary
  - Executive Vice President
  - Export Controls & Trade Compliance
  - External API Credential Handling
  - External Audit & Assurance
  - Facilitator & Moderator Persona
  - Facilities Management
  - Faculty & Staff Development
  - FAQ Format
  - Feature Definition & User Stories
  - Feature Introduction Timeline
  - FERPA — Family Educational Rights & Privacy
  - Field Map XML & Processing Tab
  - Field Sales & Territory Management
  - Finance & Accounting
    - Financial Planning & Analysis (FP&A)
  - Financial Aid Management
  - Financial Reporting & Period Close
  - Financial Services
    - Banking Operations
  - Financial Systems & ERP Management
  - FINRA & SEC Financial Services Compliance
  - FitBit & Wellness Integration
  - Fleet Management
  - Following — Multi-Threaded Fan-Out Patterns
  - Following — Subscription & Pipeline Architecture
  - Form Field Types — FormHiddenField & System Auto-Population
  - Form Field Types — FormListBox & FormRadioButtonList
  - Form Field Types — FormTaxonomy & FormAudience
  - Form Field Types — FormTextBox & FormEditor
  - Form Field Types — FormUpload & FormSignature
  - Form Validation Patterns
  - Formal & Diplomatic
  - Format Conversion — PDF to Word
  - Format Conversion — Word to HTML
  - Format Conversion — Word to OOXML
  - FormState Retrieval & Serialization
  - Form-to-Module Field Mapping
  - French
  - FTC — Advertising Standards & Endorsements
  - Full 477-Script Reference Library
  - Fundraising & Development
  - Gamification — Badges & Milestone Achievements
  - Gamification — Knowledge Leader Rankings
  - Gamification — Points & Activity Quantification
  - GenericEnhanced Module Patterns
  - German
  - GLBA — Gramm-Leach-Bliley Financial Privacy
  - Go-to-Market Planning
  - Governance Skills
    - AI Behavioral Governance
      - Hallucination Prevention & Honest Unknown Response
    - AI Orchestraional
  - Government & Public Sector
    - Municipal Government Administration
  - Grant Management & Reporting
  - Grant Writing & Grant Management
  - Grant Writing & Research Funding
  - Guardrail Conflict Resolution
  - Health Plan Administration
  - Healthcare Compliance — HIPAA & Joint Commission
  - Help Desk & End User Support
  - Help Desk & Ticket Management
  - Higher Education Administration
  - Hindi
  - HIPAA — Health Insurance Portability & Accountability
  - Hospital Administration
  - HR Analytics & People Reporting
  - HTML Cleaner Rules
  - Human Resources & People Operations
    - HR Strategy & Business Partnership
  - Impact Measurement & Reporting
  - Indexing vs Ingestion Strategy
  - Industry Skills
    - Healthcare
      - Clinical Documentation Specialist
  - Information Technology
    - IT Strategy & Governance
  - Innovation Management
  - Inside Sales & Sales Development (SDR/BDR)
  - Installation & Server Configuration
  - Instructional Technology & eLearning
  - Insurance & Risk Finance
  - Insurance Underwriting & Claims
  - Intellectual Property Law
  - Intellectual Property Management
  - Internal Audit
  - Internal Communications
  - Inventory & Loss Prevention
  - Inventory Management
  - Investment Management & Portfolio Analysis
  - IP Manager & Authorization
  - Issue Brief
  - IT Compliance & Audit
  - IT Project Management
  - IT Service Management (ITSM)
  - Italian
  - ITAR & Export Controls
  - Jailbreak & Prompt Injection Defense
  - Japanese
  - Journalist & Investigator Persona
  - Journalistic & News Writing
  - Keyword Generator Rules
  - Knowledge Base Management
  - Korean
  - KPI & OKR Framework Design
  - Lab Management
  - Labor Relations & Union Management
  - Language & Localization
    - English — United States
  - Lean Manufacturing & Continuous Improvement
  - Learning & Development
  - Lease Administration
  - Legal & Compliance
    - General Counsel
  - Legal & Regulatory
  - Legal Billing & Matter Management
  - Legal Hold Management
  - Legal Memo
  - Legal Services
    - Law Firm Management
  - Legislative & Policy Analysis
  - Litigation Management
  - Litigation Practice
  - LMS — Assessment & Scoring
  - LMS — Compliance Tracking & Reporting
  - LMS — Course & Question Import Format
  - LMS — Role-Based Course Assignment
  - Logistics & Distribution
  - Maintenance & Reliability Engineering
  - Managing Director
  - Mandarin Chinese — Simplified
  - Mandarin Chinese — Traditional
  - Manufacturing
    - Production Planning & Scheduling
  - Market Research & Consumer Insights
  - Marketing & Communications
    - Marketing Strategy & Leadership
  - Marketing & Persuasive
  - Marketing Analytics & Attribution
  - Marketplace Management (Amazon, eBay)
  - Master Data Management
  - Master Management Console Architecture
  - Medical Coding & Billing (ICD-10, CPT)
  - Meeting Minutes
  - Mergers & Acquisitions (M&A)
  - Module & Field Access Whitelist Enforcement
  - Module Designer — Action EXT with Wizard
  - Module Designer — Actionable EXT Grid
  - Module Designer — Standard
  - Mortgage & Lending Operations
  - Multi-Site & Tenant Architecture
  - Multi-Tenant Architecture
  - Navigation & SiteMap Architecture
  - Network & Systems Administration
  - Neutral Analyst Persona
  - Nonprofit
    - Nonprofit Executive Leadership
  - Numbered Procedure / SOP
  - Nursing Leadership
  - Occupational Skills
    - Executive Leadership
      - Chief Executive Officer (CEO)
  - Offboarding & Separation
  - Office 365 & Microsoft Graph Integration
  - Onboarding & Orientation Design
  - OOXML Word Manipulation
  - Open Source Management
  - Operations & Supply Chain
    - Operations Strategy & Management
  - Organizational
  - Organizational Development
  - OSHA & Workplace Safety Reporting
  - Output Disclaimer Requirements
  - Output Format & Structure
    - Narrative Report
  - Paralegal & Legal Operations
  - Parks & Recreation Administration
  - Password Policy & Retention
  - Patent & IP Development
  - Patient Communication & Education
  - Payroll & HRIS Administration
  - Payroll Management
  - PCI-DSS — Payment Card Industry Data Security
  - Peer Collaborator Persona
  - Performance & Caching Architecture
  - Performance Management
  - Pharmacy Management
  - PII & Confidentiality Enforcement
  - PII Redaction — Email & Phone
  - PII Redaction — Financial Account Numbers
  - PII Redaction — Medical & Health Identifiers
  - PII Redaction — SSN & Tax ID
  - Placeholder Variables & Dynamic Injection
  - Plain Language & Public Facing
  - Plant Operations Management
  - Platform & Marketplace Operations
  - Platform Skills
    - Centralpoint — Data Aggregation & Transformation
      - Data Transfer & Ingestion — Overview
  - Policy Document
  - Population Health Management
  - Portfolio Management
  - Portuguese — Brazil
  - Portuguese — Portugal
  - Presentation Talking Points
  - President & General Manager
  - Press Release
  - Pricing Strategy & Promotions
  - Privacy Officer & Data Protection Officer (DPO)
  - Private Equity & Venture Capital
  - Process Improvement & Lean / Six Sigma
  - Process Log & Process Monitor
  - Procurement & Strategic Sourcing
  - Product Analytics & Metrics
  - Product Management
    - Product Strategy & Vision
  - Product Marketing
  - Product Requirements & PRD Writing
  - Program Management
  - Program Management — Nonprofit
  - Project & Program Management
    - Project Management (PMP)
  - Project Reporting & Status Communications
  - Prompt Chaining & Pipeline Design
  - Property Management
  - Public Records & FOIA Compliance
  - Public Relations & Media Relations
  - Public Works & Infrastructure
  - PWA Push Notification Patterns
  - QA & Software Testing
  - Quality Assurance & Control
  - Quality Control & Six Sigma
  - Real Estate
    - Commercial Real Estate Management
  - Real Estate & Space Planning
  - Real Estate Development
  - Real Estate Law
  - Regulatory & Legal Compliance
    - GDPR — General Data Protection Regulation
  - Regulatory Affairs
  - Regulatory Agency Management
  - Regulatory Compliance — FINRA, SEC, OCC
  - Research & Innovation
    - R&D Strategy & Management
  - Research Administration
  - Resource Planning & Capacity
  - Re-Submit All Module Records Pattern
  - Retail & eCommerce
    - Merchandising & Buying
  - Retail Banking & Branch Operations
  - Revenue Cycle Management
  - Revenue Operations (RevOps)
  - RFP / RFQ Response
  - Risk Management — Project
  - Roadmap Planning & Prioritization
  - Role & Audience Reclassification by Content
  - Roles — RBAC Configuration
  - Russian
  - Safety & OSHA Compliance — Manufacturing
  - SailPoint Integration
  - Sales & Business Development
    - Sales Strategy & Leadership
  - Sales Analytics & Forecasting
  - Sales Engineering & Pre-Sales
  - Scheduled Task Configuration
  - Scope Boundary Enforcement
  - SDK — Centralpoint.Utilities Namespace
  - SDK — Centralpoint.Web Namespace
  - SDK — Centralpoint.Web.UI Namespace
  - Security Guardrails
    - SQL Injection Prevention
  - SELECT-Only SQL Enforcement
  - Self-Service & Chatbot Strategy
  - Sensitive Data Handling Protocols
  - Sensitive Record Access Control
  - Shadow AI Prevention
  - SMARTLINKS & Keyword Aliases
  - SMS & Short Message
  - SMS & Text Alert — Twilio Integration
  - Social Impact Measurement
  - Social Media — Inbound Monitoring & Aggregation
  - Social Media — Outbound Publishing Patterns
  - Social Media — Sentiment Threshold Triggers
  - Social Media Management
  - Social Post — Facebook
  - Social Post — LinkedIn
  - Social Post — Twitter / X
  - Software Development & Engineering
  - Solutions Architecture
  - Source Connector — Access Database
  - Source Connector — Active Directory
  - Source Connector — Centralpoint to Centralpoint
  - Source Connector — Custom Provider & Web API
  - Source Connector — Excel & Delimited Files
  - Source Connector — File Path & Network Drive Spidering
  - Source Connector — ODBC & OLEDB
  - Source Connector — Office 365 & OneDrive
  - Source Connector — RSS & Atom Feeds
  - Source Connector — SharePoint
  - Source Connector — SQL & Oracle
  - Source Connector — XML (ReadXML & CpCollection)
  - SOX — Sarbanes-Oxley Financial Controls
  - Spanish — Latin America
  - Spanish — Spain
  - Special Education Administration
  - Sprint Planning & Retrospectives
  - SSO & SAML Configuration
  - Stakeholder Management
  - Standard Fields vs XQuery Attributes
  - Standard Operating Procedure
  - Startup Operations & Growth
  - State & Local Regulatory Requirements
  - Statistical Analysis
  - Status Report — RAG Format
  - Store Operations Management
  - Student Services & Academic Advising
  - Supply Chain — Manufacturing
  - Supply Chain Management
  - Supply Chain Sustainability
  - Survey Design & Analysis
  - Tableau Charts Integration
  - Talent Acquisition & Recruiting
  - Tax Management & Strategy
  - Taxonomy Architecture & Hierarchy Design
  - Taxonomy Generator Rules
  - Technical & Developer Audience
  - Technical Documentation
  - Technical Writer Persona
  - Technology Industry
    - SaaS Product Management
  - Telehealth & Digital Health
  - Term Transformation & Standardization
  - Third-Party LLM Usage Rules
  - Threshold & Match Scoring
  - Treasury & Cash Management
  - Trusted Advisor Persona
  - Universal DataSource — AI SQL Generation
  - Universal DataSource — Architecture & Shell
  - Universal DataSource — SQL Validation & Security
  - Universal DataSource — Visualization Types
  - User Research & Usability
  - User Research & UX Design
  - Vendor & License Management
  - Vendor Management & Relations
  - Visual Merchandising
  - Voice of Customer & NPS Programs
  - Volunteer Management
  - Vulnerability Protection & Security Headers
  - Wealth Management & Financial Advisory
  - Web API — Custom C# Methods
  - Web API — Security Modes & Access Tokens
  - Web API — Syndication & Outbound Push
  - Web API — UpsertData & DeleteData
  - Web API — User Management Methods
  - White Paper
  - Word Add-In Integration
  - Workflow Email Templates — Body & ApprovalBody
  - Workforce Planning & Headcount
  - WW Universal Dynamic Module Designer
- Document Types (Basic)
  - Agreement
  - Attestation
  - Complaint
  - Confidentiality
  - Contract
  - FAQ
  - Glossary Term
  - Notice
  - Press Release
  - Proposal
  - RFP
  - Waiver
- File Types (Extended)
  - Archives
    - 7-Zip Archive
    - Allen‑Bradley Archive
    - Apple Archive
    - BZip2
    - CAB Archive
    - Comic Book 7z
    - Comic Book Archive
    - Comic Book RAR
    - Comic Book Tar
    - DaVinci Resolve Archive
    - ECW Compressed Raster
    - GZip (.gz)
    - GZip (.tgz)
    - Java Archive (.ear)
    - Java Archive (.war)
    - KNIME Workflow Archive
    - LZ4 Archive
    - macOS App Bundle (.dmg)
    - NumPy Zip Archive
    - RAR Archive
    - RAR5 Archive
    - TAR Archive
    - Unix Archive
    - XCF GIMP Archive
    - XZ
    - ZIP Archive (.zip)
    - ZIP Archive (.zipx)
    - Zstandard Archive
  - Audio
    - AAC / M4A Audio (.aac)
    - AAC / M4A Audio (.m4a)
    - AIF Audio
    - AIFF Audio
    - ALAC Audio
    - AMR Audio
    - APE Audio
    - Audible Audio
    - DSD Audio DFF
    - DSD Audio DSF
    - FLAC Audio
    - M4B Audiobook
    - MapInfo MID
    - MP3 Audio
    - OGG Audio
    - OPUS Audio
    - RealAudio Stream
    - SoundFont (.sf2)
    - SoundFont (.sfz)
    - Ultrasound Raw RF Data
    - WAV Audio
    - WMA Audio
  - CAD
    - ACIS SAT Model
    - ANSYS Database
    - ArchiCAD Archive
    - AutoCAD Drawing (.dwg)
    - AutoCAD Drawing (.dxf)
    - AutoCAD Plot Style
    - AutoCAD Plot Style (Alt)
    - AutoCAD Template
    - BDF Biosignal
    - CATIA Part
    - Creo Parametric Part
    - FreeCAD Document
    - Fusion 360 Archive
    - Gerber Drill
    - Gerber PCB Layer
    - IFC BIM Model
    - IGES CAD (.iges)
    - IGES CAD (.igs)
    - Inventor Assembly
    - Inventor Drawing
    - Inventor Part
    - JT CAD
    - KiCad PCB
    - MicroStation Design
    - Nastran Binary Output
    - Navisworks Cache
    - Navisworks File
    - NX Part
    - OBJ 3D Model
    - OpenDocument Database
    - OpenSCAD Model
    - Parasolid Model
    - Parasolid Model (Binary)
    - Revit Template
    - Rhino 3D Model
    - SCADA Historian Archive
    - SketchUp Model
    - SolidWorks File (.sldasm)
    - SolidWorks File (.slddrw)
    - SolidWorks File (.sldprt)
    - STEP CAD (.step)
    - STEP CAD (.stp)
    - STEP XML AP242
    - STL 3D Model
    - Tekla Extension Package
  - Documents
    - AbiWord Document
    - AppleWorks Document
    - Cerner Millennium Document
    - DjVu Document (.djv)
    - DjVu Document (.djvu)
    - Lotus Word Pro Document
    - Markdown
    - Microsoft Word
    - Microsoft Word Document
    - Microsoft Word OpenXML Document
    - Microsoft Works Document
    - Microsoft WSDL Document
    - Office Document Imaging
    - OpenDocument Chart
    - OpenDocument Formula
    - OpenDocument Graphics
    - OpenDocument Template (.otp)
    - OpenDocument Template (.ots)
    - OpenDocument Template (.ott)
    - OpenDocument Text
    - PageMaker Document (Legacy)
    - Pages Document
    - PDF
    - PDF/A Document
    - Plain Text
    - Rich Text Format
    - Scribus Document
    - WordStar Document
    - XPS Document (.oxps)
    - XPS Document (.xps)
  - Images
    - 3DHISTECH Slide
    - Affinity Photo
    - Aperio Whole-Slide Image
    - Apple Disk Image Compressed
    - Apple Live Photo
    - Apple Time Machine Backup (.sparseimage)
    - AVIF Image
    - BMP Image
    - Canon RAW (.cr2)
    - Canon RAW (.cr3)
    - Canon Raw Scan
    - Canon ScanGear Settings
    - Cineon Image
    - DDS Image
    - Disk Image (raw)
    - DNG Raw Scan
    - DPX Image
    - Epson Scan File
    - GeoTIFF
    - GIF Image
    - GIMP Image
    - GoPro RAW Photo
    - Hamamatsu NanoZoomer Slide
    - Hasselblad RAW Photo
    - HEIC Image
    - HEIF Image
    - HP Scan File
    - ICO Icon
    - Illustrator (.ai)
    - Illustrator (.eps)
    - Inkscape SVG
    - ISO Disk Image
    - JBIG Image
    - JBIG2 Image
    - JBIG2 Image (Alt)
    - JPEG 2000 Codestream
    - JPEG 2000 Image
    - JPEG Image
    - JPEG XL Image
    - JPEG-LS Image
    - Kodak RAW Photo
    - Krita Image
    - Leica Image File
    - Leica RAW Photo
    - Leica Whole-Slide Image
    - MetaImage Header
    - MetaImage Volume
    - Microsoft WIM Image
    - Minolta Raw
    - Nikon RAW
    - Nikon RAW Photo (Legacy)
    - Olympus RAW
    - Olympus RAW Photo (Alt)
    - OpenEXR Image
    - Panasonic RAW
    - PBM Image
    - Pentax Raw
    - Pentax RAW Photo (Alt)
    - PGM Image
    - Photoshop
    - Photoshop Brush Preset
    - Photoshop Large Document
    - Photoshop Style
    - PNG Image
    - PNM Image
    - PPM Image
    - Radiance HDR Image
    - RAW Photo (Generic)
    - Samsung RAW Photo
    - Scanner Profile
    - Scanner Profile (Alt)
    - ScanSnap Profile
    - Sinar RAW Photo
    - Sony RAW
    - Sony RAW Photo (Alt)
    - Sony RAW Photo (Old)
    - TGA Image
    - TIFF Image
    - VueScan Scan File
    - WebP Image
    - WSQ Fingerprint Scan
  - Presentations
    - Apple Keynote
    - Google Slides Shortcut
    - Keynote Presentation
    - Microsoft PowerPoint
    - Microsoft PowerPoint Add-in
    - Microsoft PowerPoint Macro
    - Microsoft PowerPoint Macro-Enabled Slide
    - Microsoft PowerPoint Macro-Enabled Slide Show
    - Microsoft PowerPoint Macro-Enabled Template
    - Microsoft PowerPoint OpenXML Add-in
    - Microsoft PowerPoint OpenXML Presentation
    - Microsoft PowerPoint OpenXML Slide
    - Microsoft PowerPoint Presentation
    - Microsoft PowerPoint Slide
    - Microsoft PowerPoint Slide Show (.pps)
    - Microsoft PowerPoint Slide Show (.ppsx)
    - Microsoft PowerPoint Template (.pot)
    - Microsoft PowerPoint Template (.potx)
    - OpenDocument Presentation
  - Spreadsheets
    - CSV
    - Delta Lake Table Log
    - Excel/CSV Import Temp
    - Executable (Windows) (.exe)
    - Executable (Windows) (.msi)
    - Hudi Table Metadata
    - Iceberg Table Metadata
    - Lotus 1-2-3 Spreadsheet
    - Lotus 1-2-3 Spreadsheet (Alt)
    - Microsoft Excel
    - Microsoft Excel Add-in
    - Microsoft Excel Binary Workbook
    - Microsoft Excel Macro
    - Microsoft Excel Macro-Enabled Template
    - Microsoft Excel OpenXML Add-in
    - Microsoft Excel OpenXML Spreadsheet
    - Microsoft Excel Spreadsheet
    - Microsoft Excel Template (.xlt)
    - Microsoft Excel Template (.xltx)
    - Microsoft Excel Workspace
    - Microsoft Works Spreadsheet
    - Numbers Spreadsheet
    - OpenDocument Spreadsheet
    - OS/2 Executable
    - Raster Attribute Table
    - Snowflake Worksheet
    - SPSS Portable File
    - Stata Portable File
    - Tableau Data Source
    - Tableau Packaged Data Source
    - Tableau Workbook (.twb)
    - Tableau Workbook (.twbx)
    - TSV
    - Unix Mount Table
  - Videos
    - 3GPP Video 3G2
    - 3GPP Video 3GP
    - ARRI RAW Video
    - ASF Video
    - AVI Video
    - AVS Video
    - BINK Video
    - BRAW Video
    - DivX Video
    - DV Video
    - DVCPRO HD Video
    - DVCPRO Video
    - F4V Flash MP4 Video
    - FLV Video
    - GXF Broadcast Video
    - H.261 Video Bitstream
    - H.263 Video Bitstream
    - HEVC Video
    - IVF Video Container
    - MKV Video
    - MOV Video
    - MP2 Video
    - MP4 Video (.m4v)
    - MP4 Video (.mp4)
    - MPE MPEG Video
    - MPEG Program Stream
    - MPEG Video MPEG
    - MPEG Video MPG
    - MPEG-2 Transport (Alt)
    - MPEG-2 Video Elementary Stream
    - MTS AVCHD Video (.m2ts)
    - MTS AVCHD Video (.mts)
    - MXF Video
    - Ogg Media
    - OGV Video
    - QuickTime Movie
    - RED RAW Video
    - RM RealMedia Video
    - RMVB RealMedia Variable Bitrate
    - TypeScript (.ts)
    - WebM Video
    - WMV Video
    - YUV Raw Video
- Retention Policy
  - GDPR SENSITIVE
    - Criminal / legal history term (dictionary-driven)
    - Domestic abuse / violence / safety risk
    - Financial distress / bankruptcy / debt
    - Legal trouble / criminal allegations
    - Sexual assault / harassment
    - Stalker / doxxing / threat terms
  - GDPR SPECIAL
    - Biometric identifiers (finger/retina/voice)
    - Biometric identifiers (fingerprint/face/iris/voice)
    - Gender identity / trans or intersex status terms
    - Immigration / citizenship status terms
    - Intimate / sexual life references
    - Minor / child status markers
    - Political affiliation / ideology terms
    - Race / ethnicity (context-anchored)
    - Racial / ethnic identity terms (broad)
    - Relationship status / breakup / infidelity
    - Religious affiliation / belief terms
    - Sex work / escorting / monetized intimacy
    - Sexual orientation / LGBTQ+ identity terms
  - HARRASSMENT
    - Christmas vacation speech example
    - High-severity slur dictionary (seed)
    - Swear words
  - HEALTH
    - Account number (bank/utility/etc.)
    - Advanced flag: quasi-identifier combo risk
    - Advanced flag: signature / quoted block name pass
    - Age > 89 / very old age mention
    - All dates except year (DOB, admit/discharge, death, etc.)
    - API key / access token / bearer token
    - Appointment / encounter / visit ID
    - Bank routing number (ABA)
    - Certificate / license number (provider/patient)
    - Claim / authorization / referral number
    - Court / legal case ID
    - Credit card number (issuer-aware)
    - Crypto wallet address
    - DEA number
    - Driver’s license number
    - Driver's license (alphanumeric state formats)
    - Eating disorder behavior cues
    - Email address
    - Employer / workplace name (contextual)
    - Facility unit / room / bed code
    - Genetic data / DNA / ancestry tests
    - Health plan beneficiary/member ID
    - International bank account number (IBAN)
    - Interpreter / translation case ID
    - IP address
    - Medical device implant / UDI / serial
    - Medical record number (MRN)
    - Medicare / Medicaid ID variants
    - Mental health diagnosis terms (broad)
    - Minor relationship cue + name boost
    - National provider identifier (NPI)
    - Neurodivergence / developmental terms (expanded)
    - OAuth/JWT token
    - Obfuscated email address
    - Other unique identifying code / characteristic
    - Partial identifier (last 4 digits)
    - Passport number
    - Password / passcode / PIN
    - Policy / group / subscriber number
    - Pregnancy / fertility / abortion terms
    - Prescription / Rx number
    - Provider signature block
    - Psychiatric medication names (common)
    - Relative name with relationship cue
    - School / university name (contextual)
    - Self-harm / suicidal ideation indicators
    - Sensitive condition (dictionary-driven)
    - Session / cookie / token ID (generic)
    - Social media handle / username
    - Social Security Number (SSN)
    - Structured header/footer ID line
    - Substance use / addiction (private-life framing)
    - Suicide attempt / hospitalization context
    - Taxpayer ID / EIN
    - Therapy / counseling / psychiatrist references
    - Username / user ID
    - Workers' comp / disability claim ID
- Topics
  - Food
    - American
    - Chinese
    - French
    - Italian
      - Cheese
        Mozzarella
        Ricotta
      - Mariana Sauce
        Béchamel sauce
        Neapolitan Ragu
      - Pasta
      - Spices
        Garlic
        Onion
        Oregano
  - Music
    - Country
    - Rock-N-Roll
      - British Invasion
        The Beatles
        George Harrison
        John Lennon
        Paul McCartney
        Ringo Starr
  - Presidents
    - Biden
    - Trump
- File Types (Basic)
  - Adobe/PDF
  - Image/GIF
  - Image/JPG
  - IMG/PSD
  - MS/Access
  - MS/Excel
  - MS/Outlook Email
  - MS/Powerpoint
  - MS/Word
  - NWD (CAD)
  - Viseo File
- Locations
  - Afghanistan
  - Alabama
  - Alaska
  - Albania
  - Algeria
  - American Samoa
  - Angola
  - Anguilla
  - Antarctica
  - Antigua and Barbuda
  - Argentina
  - Arizona
  - Arkansas
  - Armenia
  - Aruba
  - Australia
  - Austria
  - Azerbaijan
  - Bahamas (the)
  - Bahrain
  - Bangladesh
  - Barbados
  - Belarus
  - Belgium
  - Belize
  - Benin
  - Bermuda
  - Bhutan
  - Bolivia
  - Bonaire, Sint Eustatius and Saba
  - Bosnia and Herzegovina
  - Botswana
  - Bouvet Island
  - Brazil
  - British Indian Ocean Territory
  - British Virgin Islands
  - Brunei Darussalam
  - Bulgaria
  - Burkina Faso
  - Burundi
  - Cabo Verde
  - California
  - Cambodia
  - Cameroon
  - Canada
  - Cayman Islands
  - Central African Republic (the)
  - Chad
  - Chile
  - China
  - Christmas Island
  - Cocos (Keeling) Islands
  - Colombia
  - Colorado
  - Comoros
  - Congo
  - Congo (the)
  - Connecticut
  - Cook Islands (the)
  - Costa Rica
  - Côte d'Ivoire
  - Croatia
  - Cuba
  - Curaçao
  - Cyprus
  - Czechia
  - Delaware
  - Denmark
  - Djibouti
  - Dominica
  - Dominican Republic (the)
  - Ecuador
  - Egypt
  - El Salvador
  - Equatorial Guinea
  - Eritrea
  - Estonia
  - Eswatini
  - Ethiopia
  - Falkland Islands
  - Faroe Islands (the)
  - Fiji
  - Finland
  - Florida
  - France
  - French Guiana
  - French Polynesia
  - French Southern Territories (the)
  - Gabon
  - Gambia (the)
  - Georgia
  - Germany
  - Ghana
  - Gibraltar
  - Greece
  - Greenland
  - Grenada
  - Guadeloupe
  - Guam
  - Guatemala
  - Guernsey
  - Guinea
  - Guinea-Bissau
  - Guyana
  - Haiti
  - Hawaii
  - Heard Island and McDonald Islands
  - Holy See
  - Honduras
  - Hong Kong
  - Hungary
  - Iceland
  - Idaho
  - Illinois
  - India
  - Indiana
  - Indonesia
  - Iowa
  - Iran (Islamic Republic of)
  - Iraq
  - Ireland
  - Isle of Man
  - Israel
  - Italy
  - Jamaica
  - Japan
  - Jersey
  - Jordan
  - Kansas
  - Kazakhstan
  - Kentucky
  - Kenya
  - Kiribati
  - Kuwait
  - Kyrgyzstan
  - Lao People's Democratic Republic (the)
  - Latvia
  - Lebanon
  - Lesotho
  - Liberia
  - Libya
  - Liechtenstein
  - Lithuania
  - Louisiana
  - Luxembourg
  - Madagascar
  - Maine
  - Malawi
  - Malaysia
  - Maldives
  - Mali
  - Malta
  - Marshall Islands (the)
  - Martinique
  - Maryland
  - Massachusetts
  - Mauritania
  - Mauritius
  - Mayotte
  - Mexico
  - Michigan
  - Micronesia
  - Minnesota
  - Mississippi
  - Missouri
  - Moldova
  - Monaco
  - Mongolia
  - Montana
  - Montenegro
  - Montserrat
  - Morocco
  - Mozambique
  - Namibia
  - Nauru
  - Nebraska
  - Nepal
  - Netherlands (the)
  - Nevada
  - New Caledonia
  - New Hampshire
  - New Jersey
  - New Mexico
  - New York
  - New Zealand
  - Nicaragua
  - Niger
  - Nigeria
  - Niue
  - Norfolk Island
  - North Carolina
  - North Dakota
  - North Korea
  - Northern Mariana Islands
  - Norway
  - Ohio
  - Oklahoma
  - Oman
  - Oregon
  - Pakistan
  - Palau
  - Palestine
  - Panama
  - Papua New Guinea
  - Paraguay
  - Pennsylvania
  - Peru
  - Philippines (the)
  - Pitcairn
  - Poland
  - Portugal
  - Puerto Rico
  - Qatar
  - Republic of North Macedonia
  - Réunion
  - Rhode Island
  - Romania
  - Russian Federation (the)
  - Rwanda
  - Saint Barthélemy
  - Saint Helena, Ascension and Tristan da Cunha
  - Saint Kitts and Nevis
  - Saint Lucia
  - Saint Martin
  - Saint Pierre and Miquelon
  - Saint Vincent and the Grenadines
  - Samoa
  - San Marino
  - Sao Tome and Principe
  - Saudi Arabia
  - Senegal
  - Serbia
  - Seychelles
  - Sierra Leone
  - Singapore
  - Sint Maarten (Dutch part)
  - Slovakia
  - Slovenia
  - Solomon Islands
  - Somalia
  - South Africa
  - South Carolina
  - South Dakota
  - South Georgia and the South Sandwich Islands
  - South Korea
  - South Sudan
  - Spain
  - Sri Lanka
  - Sudan (the)
  - Suriname
  - Svalbard and Jan Mayen
  - Sweden
  - Switzerland
  - Syrian Arab Republic
  - Taiwan
  - Tajikistan
  - Tanzania, United Republic of
  - Tennessee
  - Texas
  - Thailand
  - Timor-Leste
  - Togo
  - Tokelau
  - Tonga
  - Trinidad and Tobago
  - Tunisia
  - Turkey
  - Turkmenistan
  - Turks and Caicos Islands (the)
  - Tuvalu
  - Uganda
  - Ukraine
  - United Arab Emirates
  - United Kingdom
  - United States Minor Outlying Islands
  - United States of America
  - Uruguay
  - Utah
  - Uzbekistan
  - Vanuatu
  - Venezuela
  - Vermont
  - Viet Nam
  - Virgin Islands
  - Virginia
  - Wallis and Futuna
  - Washington
  - West Virginia
  - Western Sahara
  - Wisconsin
  - Wyoming
  - Yemen
  - Zambia
  - Zimbabwe
- Years
  - 1960
  - 1961
  - 1963
  - 1964
  - 1965
  - 1966
  - 1967
  - 1968
  - 1969
  - 1970
  - 1971
  - 1972
  - 1973
  - 1974
  - 1975
  - 1976
  - 1977
  - 1978
  - 1979
  - 1980
  - 1981
  - 1982
  - 1983
  - 1984
  - 1985
  - 1986
  - 1987
  - 1988
  - 1989
  - 1990
  - 1991
  - 1992
  - 1993
  - 1994
  - 1995
  - 1996
  - 1997
  - 1998
  - 1999
  - 2000
  - 2001
  - 2002
  - 2003
  - 2004
  - 2005
  - 2006
  - 2007
  - 2008
  - 2009
  - 2010
  - 2011
  - 2012
  - 2013
  - 2014
  - 2015
  - 2016
  - 2017
  - 2018
  - 2019
  - 2020
  - 2021
  - 2022
  - 2023
  - 2024
  - 2025
  - 2026
  - 2027
- Workflow Types
  - Document Review
    - Draft
    - Under Review
    - Approved
    - Published
    - Initiation
    - Processing & Verification
    - Claiming & Locking
    - Rejection & Re-Routing
    - Completion
    - Suspension & Resumption
    - Final Closure
- Workflow Event Types
  - Approved
  - Assigned
  - Closed
  - Comment
  - Initialized
  - OnHold
  - Rejected
  - Reopened
  - Resumed
  - Routed
- Workflow Status
  - Cancelled
  - Completed
  - In Progress
  - On Hold
ADAM Multimedia Encyclopedia
- Disease
- Injury
AI Prompt Management
- AI Governance
- Category
  - Alert / Notification
  - Analysis
  - Behavioral Compliance
  - Chat
  - Classification
  - Coaching
  - Content Generation
  - Customer Success
  - Data Governance
  - Deduplication
  - Document Generation
  - Executive Leadership
  - External Data Monitor
  - Facilities / Operations
  - Field Sales
  - Finance / CFO
  - Guardrail / Safety
  - Help Desk / Support
  - HR / People Ops
  - Onboarding
  - Partner Channel
  - Procurement
  - Product Management
  - Q&A
  - QA / Testing
  - Report Narrative
  - Risk & Compliance
  - Solutions Architecture
  - Summarization
- Channel / Audience
  - Compliance Officer
  - Customer
  - Employee
  - Executive
  - Partner
  - Public
- Delivery Method
  - Chart / Dashboard Render
  - Chat Response
  - Conditional Write Routing
  - Data Broadcast
  - Email
  - External System Write
  - Field Write-back
  - Governance Rule Assignment
  - Metadata Enrichment
  - Module-to-Module Transfer
  - NLS Search Enrichment
  - Page / Record Display
  - Portal Notification
  - PWA Push
  - Response Cache
  - SMS / Text
  - Social Media Outbound
  - Taxonomy Write
  - Webhook
- Library Tier
  - Client Custom
  - Client-Authored
  - Oxcyon Core
- Risk Level
  - Critical
  - High
  - Low
  - Medium
- Triage/Routing
- Trigger Source
  - External Data Feed
  - Form Submission
  - Inbound API / Web Service
  - Page / Record Load
  - Pipeline Step
  - Record Delete
  - Record Insert
  - Record Update
  - Scheduled / Batch
  - Social Listening
  - User Chat / NLS Search
Alert Categories
- Add your global alert categories here (delete this record)
Blog
- Meaningful Use
- Privacy
CRM
- Budget Calendar
  - Quarter 01
  - Quarter 02
  - Quarter 03
  - Quarter 04
- Competitive Landscape
  - Competitor 01
  - Competitor 02
  - Competitor 03
- Industry Vertical
  - Banking
  - Distribution
  - Government
  - Healthcare
  - Manufacturing
  - NPO
- Lead Sources
  - Google
  - Referral
    - Capterra
    - Gartner
    - Software Advice
  - Upsell
  - Website
- Opportunity Type(s)
  - Custom Integration
  - Data Migration, Mining
  - Document Management
  - Enterprise CMS Portal
  - Intranet
  - Public Website(s)
- Opportunity Value
  - 0 - $5000
  - $6000 - $25,000
  - $25,001 - $50,000
  - $50,001 - $75,000
  - $75,001 - $100,000
  - $100,001 - $200,000
  - $250,000+
- Sales Representative
  - James Kekic
  - James Venus
  - John Hunter
  - Kevin Michnicki
- Sales Stage
  - Need to Book
  - Demo Scheduled
    - Demonstration Completed
      - Interest Level 01
      - Interest Level 02
      - Interest Level 03
  - Demo Done
    - Timeframe
      - Immediate
      - Next 30 Days
      - Next 60 Days
      - Next 90 Days
      - Next 120 Days
      - Next 180 Days
  - Follow Up
  - Ready to Close
  - Won or Lost
    - Closed - Lost
    - Closed - Won! (CLIENT)
- Title
  - CEO
  - CIO
  - CTO
  - Marcom
  - CXO
  - HR
  - CFO
  - CMO
Decision Trees
- Employee Access & Permissions Management
  - Activate alerts
    - Ask: “Should privileged activity trigger behavioral or anomaly alerts?”
      - Validate
        No Alerts Needed
        Proceed
  - Activate behavioral and anomaly alerts
    - Ask: “Should privileged activity trigger behavioral or anomaly alerts?”
      - Validate alert requirement
        Configure Alerts
        Confirm
        Proceed
  - Add new access or permissions to an existing user
    - Ask: “Can you confirm the username or employee ID?”
      - Verify identity in AD/HRIS
        Confirm Active Status
        If Active
        Begin adding requested permissions
        Apply new access in system |
      - Verify in AD/HRIS
        Invalid request
        Inform caller user cannot be located
        Request correct employee info |
    - Ask: “Do you have manager/system-owner approval for this access?”
      - Confirm documentation
        Authorization
        If Valid
        Apply access in requested system
        Add to audit log |
        Unauthorized
        Inform caller approval is required
        Request manager submission |
    - Ask: “Does this access require prerequisite systems or training?”
      - Prerequisite Check
        If Completed
        Proceed with additional access
        Add to compliance log
        Notify requester |
        Missing training
        Inform caller prerequisite must be completed
        Request completion before assignment |
    - Ask: “Is this access permanent or temporary?”
      - Duration Prompt
        Approval
        Assign
        Proceed
      - Scope Review
        Excessive risk
        Inform caller permanent access is not allowed
        Escalate for exception approval |
        If Aligned
        Apply access permanently
        Update user’s long-term access profile |
    - Ask: “Which system or application needs additional access?”
      - Permission Type
        If Admin-Level Access
        If Not Supported
        Explain
        Stop
        Validate system supports admin tier
        Approval Checks
        Assign
        Proceed
        If Edit Access
        Ask: “Why does the user need edit capabilities?”
        Manager Approval
        Assign
        Proceed
        If Not Justified
        Explain
        Stop
        If Manage-Level Access
        If Not Aligned
        Explain
        Stop
        Validate user’s role supports management functions
        Approval Workflow
        Assign
        Proceed
        If Read Access
        Ensure read-only is sufficient for job role
        Assign
        Proceed
        If Not Valid
        Explain
        Stop
  - Apply elevated cloud platform permissions
    - Ask: “Does this request include elevated cloud platform permissions (Azure, AWS, GCP)?”
      - Validate requirement
        Cloud Privilege Not Needed
        Proceed
  - Apply elevated permissions within cloud platforms
    - Ask: “Does this request include elevated cloud platform permissions (Azure, AWS, GCP)?”
      - Validate cloud privilege level
        Assign Cloud Role
        Confirm
        Proceed
  - Apply MFA enhancements
    - Ask: “Does this privileged role require enhanced MFA?”
      - Validate
        No MFA Enhancement
        Proceed
  - Apply MFA enhancements required for privileged accounts
    - Ask: “Does this privileged role require enhanced MFA?”
      - Validate MFA enforcement policy
        Activate Enhanced MFA
        Confirm
        Proceed
  - Apply monitoring
    - Ask: “Which monitoring controls are required for this privileged role?”
      - Validate controls
        No Monitoring Required
        Proceed
  - Apply monitoring required for privileged accounts
    - Ask: “Which monitoring controls are required for this privileged role?”
      - Validate controls (session logging, alerts, MFA, SIEM)
        Enable Logging
        Confirm
        Proceed
  - Apply server-level or local admin rights
    - Ask: “Does the user need local admin or server-level admin rights?”
      - Check requirement
        No Server Admin Needed
        Proceed
      - Validate requirement
        Assign Local/Server Admin
        Confirm
        Proceed
  - Assign additional application or system access beyond baseline
    - Ask: “Is this access permanent or temporary?”
      - Define duration
        Ask for start/end dates
        Confirm manager acknowledgment of temporary access
        Assign time-bound permissions
        Set auto-expiration in system |
      - Validate scope
        Ensure permanent access aligns with job duties
        Assign Access
        Proceed
        Excessive permission risk
        Inform caller permanent access is not allowed
        Escalate to executive or system owner |
    - Ask: “What business purpose requires these additional permissions?”
      - Compare request against job description
        Authorization Check
        If Approved
        Verify request aligns with data-security policies
        Assign additional permissions |
        Insufficient justification
        Inform caller the request is not supported
        Request revised justification from manager |
    - Ask: “Which specific system or application needs additional access assigned?”
      - Attempt clarification
        Ask caller for more details
        System cannot be validated
        Inform caller system cannot be found
        Request system owner to formally identify application |
        Ask caller to provide screenshot, link, or system owner name
        Identify system
        If Found
        Continue with permission-level validation |
      - Confirm permission type
        Ask permission level
        Validate edit rights
        Confirm user needs to add/update content
        Invalid request
        Inform caller edit permissions cannot be assigned
        Confirm user needs to add/update system content
        Confirm manager approval
        Assign edit-level access |
        Ask: “Is this read, edit, manage, or admin-level access?”
        Validate read-only requirement
        Ensure read-only aligns with job duties
        Confirm manager approval
        Assign read-only permissions |
        If not aligned, inform caller
        Request updated justification |
    - Ask: “Which system needs additional access?”
      - Confirm permission level
        Ask for required permission tier
        Validate admin rights
        Confirm system has admin tier
        No admin role available
        Inform caller admin roles do not exist for the system
        Confirm system has administrative role
        Approval Requirement
        Proceed
        Validate manage rights
        Ensure role qualifies
        Access not permitted
        Inform caller this level requires higher role
        Ensure role qualifies to manage users/content
        Approval Workflow
        Proceed
  - Assign default access based on user’s department
    - Ask: “Which department will the new hire be working in?”
      - Retrieve Finance baseline profile
        Load Finance baseline permissions
        Confirm role matches Finance profile
        Mismatch
        Inform caller Finance baseline doesn’t match job role
        Request updated HR job role for verification |
        Load Finance baseline permissions (ERP read, shared drives, reporting tools)
        Confirm role matches Finance profile
        Assign Permissions
        Policy Enforcement
        Proceed
      - Retrieve HR baseline profile
        Load HR baseline permissions
        Confirm role matches HR baseline
        Mismatch
        Inform caller HR baseline does not match role
        Request manager confirmation |
        Load HR baseline permissions (HRIS access, documents share, onboarding tools)
        Confirm role matches HR baseline
        Assign Permissions
        Policy Enforcement
        Proceed
      - Retrieve IT baseline profile
        Load IT baseline
        Ask sub-role
        Invalid
        Inform caller IT needs correct sub-role
        Request manager clarification |
        Ask: “Is this a support tech, developer, engineer, or analyst?”
        Assign Permissions
        Security Policy
        Proceed
        Load IT baseline (ticketing system, admin tools, knowledge base)
        Ask: “Is this a support tech, developer, engineer, or analyst?”
        Assign Permissions
        Security Policy
        Proceed
      - Retrieve Ops baseline profile
        Load Ops baseline
        Confirm if field ops or internal ops
        Assign Permissions
        Compliance Settings
        Proceed
        Load Ops baseline (inventory system, workflow tools)
        Confirm if field ops or internal ops
        Assign Permissions
        Compliance Settings
        Proceed
      - Retrieve Sales baseline profile
        Load Sales baseline
        Ask: “Is the user assigned to a specific territory or region?”
        Missing territory
        Inform caller territory is required
        Request manager to provide territory assignment |
        Load Sales baseline (CRM, shared drives, sales dashboards)
        Ask: “Is the user assigned to a specific territory or region?”
        Load Territory Set
        Assign Permissions
        Proceed
      - Unable to assign baseline
        Inform caller baseline package cannot be determined
        Request HR/manager to confirm department classification |
  - Assign privileged roles
    - Ask: “Which privileged role has been approved for provisioning?”
      - Check approvals
        Missing Role
        Stop
  - Assign privileged roles approved for the user
    - Ask: “Which privileged role has been approved for provisioning?”
      - Review approval details
        Locate Privileged Group
        Provision
        Confirm
        Proceed
  - Check for conflict-of-interest restrictions
    - Ask: “Does this request introduce separation-of-duties risk?”
      - Validate duties (e.g., same user approving & administering)
        Conflict Response
        Stop
      - Validate SOD
        Clear of Conflicts
        Proceed
  - Complete final least-privilege audit
    - Ask: “Have all permissions been reviewed for necessity, justification, and compliance?”
      - Document Results
        Notify Manager
        Proceed
      - Missing Review
        Correct
        Stop
  - Conduct IT security risk review
    - Ask: “Has IT Security reviewed this request for risk alignment?”
      - Validate record
        Security Review Needed
        Stop
      - Validate security review record
        Security Clearance
        Proceed
  - Configure periodic access review reminders
    - Ask: “Does this privileged role require scheduled access review audits?”
      - Validate
        No Review Scheduling
        Proceed
      - Validate requirement
        Enable Review Reminders
        Confirm
        Proceed
  - Configure SIEM ingestion
    - Ask: “Must privileged activity be forwarded to the SIEM?”
      - Validate
        No SIEM Routing
        Proceed
  - Configure SIEM ingestion for privileged activity
    - Ask: “Must privileged activity be forwarded to the SIEM?”
      - Validate SIEM ingestion requirement
        Enable SIEM Ingestion
        Confirm
        Proceed
  - Confirm access alignment following job movement
    - Ask: “Which permissions or systems are impacted by the user’s new job role?”
      - Ask: “Is the user’s current job role different from the role originally assigned to these permissions?”
        Assess Relevance
        If Not Required
        Confirm with HR or manager
        Route permission to removal workflow |
        If Required
        Document role-based justification
        Retain permissions and log alignment |
  - Confirm all accounts and permissions were successfully created
    - Ask: “Has the Active Directory account provisioned successfully?”
      - Validate AD account in directory
        Issue found
        Identify if creation failed due to attributes or sync
        Correct AD attributes
        Retry AD creation before continuing |
        Verify group assignments
        Confirm baseline and additional groups applied
        Proceed
        Notification
    - Ask: “Has the mailbox successfully created and synced?”
      - Validate Exchange/M365 mailbox availability
        License Validity
        If Valid
        Apply retention, spam, and security policies
        Add mailbox to completion summary |
      - Validate mailbox
        Error
        Remediate
        Stop
    - Ask: “Has the user synced to the SSO provider?”
      - Validate user appears in SSO directory
        MFA Enrollment
        If MFA Ready
        Access Validation
        Proceed
      - Validate user in SSO directory
        Error
        Correct
        Stop
    - Ask: “Have all additional systems applied the user’s permissions?”
      - Validate additional permissions
        Identify failing system
        Determine reason (license, role, sync delay)
        Correct then re-run provisioning
        Retry after correction |
      - Validate additional system provisioning logs
        Access Confirmation
        Documentation
        Proceed
    - Conduct verification audit
      - Ensure all required accounts (AD, Email, SSO, apps) are active
        Prepare Notification
        Notify Requester
        Proceed
      - Ensure all required accounts are active
        Missing components
        Troubleshoot
        Stop
    - Prepare message
      - Include AD, email, SSO, baseline access, additional access
        Send Notification
        If Sent Successfully
        Mark provisioning ticket as resolved
        Close workflow |
      - Include relevant details
        Missing Info
        Inform caller manager email not listed
        Request HR or department admin to provide contact |
  - Confirm inactive or unused permissions should be removed
    - Ask: “Which permissions show no recent usage?”
      - Ask: “Has the user accessed this permission or system within the allowed usage timeframe?”
        Removal Candidate
        If Confirmed
        Revoke permission
        Document unused-permission removal |
  - Confirm inactive or unused permissions should be retained
    - Ask: “Which permissions show no recent usage?”
      - Ask: “Has the user accessed this permission or system within the allowed usage timeframe?”
        Required Permission
        Proceed
  - Confirm legitimacy of a manager-initiated request
    - Ask: “What initiated this offboarding request?”
      - Validate Manager Identity
        Manager Check
        If Not Verified
        Explain
        Stop
        If Verified
        Ask: “Is this termination, resignation, or internal transfer?”
        Proceed
  - Confirm offboarding for internal transfers
    - Ask: “What initiated this offboarding request?”
      - Validate HR Transfer Event
        HRIS Check
        If Found
        Ask: “Is this a cross-department transfer or within the same department?”
        Begin role-based deactivation and re-provisioning |
        If Not Found
        Explain
        Stop
  - Confirm offboarding from contractor/vendor management
    - Ask: “What initiated this offboarding request?”
      - Validate Contract End
        Contract Check
        If Ended
        Ask: “Have badges and other assets been collected?”
        Proceed
        If Not Ended
        Explain
        Stop
  - Confirm permissions remain appropriate after a project finishes
    - Ask: “Which project-based permissions or temporary roles need to be reviewed?”
      - Ask: “Has the project or temporary assignment ended?”
        Assess Necessity
        If Not Needed
        Remove project-based access
        Document access sunset |
        If Still Needed
        Validate continued project-related need
        Retain access but flag for next review cycle |
  - Confirm role meets least-privilege compliance
    - Ask: “Is privileged access the minimum required to complete the task?”
      - Compare task requirement vs. privilege scope
        Accept Necessity
        Proceed
      - Validate privilege need
        Decline Elevated Access
        Stop
  - Confirm that user’s current access matches minimum required privileges
    - Ask: “Which permissions or systems need to be revalidated for least-privilege review?”
      - Ask: “Is the user’s current job role still the same?”
        Assess Necessity
        If Not Required
        Confirm with manager to validate removal
        Route permission to removal workflow |
        If Required
        Ensure permission remains justified
        Retain permission and document review |
  - Confirm the access change request is legitimate and properly authorized
    - Ask: “Is this access needed immediately or on a future date?”
      - Confirm urgency
        Ensure emergency justification is valid
        Approval Check
        Proceed
        If Not Valid
        Explain
        Stop
    - Ask: “Who submitted this request for access changes?”
      - Confirm Manager Approval
        If Approved
        Validate approval via email or ticket
        Identify Reason
        Proceed
        If Not Approved
        Explain
        Stop
      - Confirm reason
        Ask about requirement
        Invalid audit claim
        Inform caller request cannot be categorized as audit-driven
        Reclassify as standard access request before proceeding |
        Ask: “Is this access change required due to an audit finding or compliance requirement?”
        Validate Documentation
        If Valid
        Determine if immediate remediation is required
        Route to removal/addition accordingly |
      - Identify HR Event
        HRIS Review
        If Event Found
        Confirm requested changes match HR update
        Route to access-add/remove review |
        If Event Not Found
        Explain
        Stop
      - Verify manager identity
        Validate information
        Authorization Issue
        Inform caller only verified managers can request access changes
        Escalate to IT Security |
        Validate name and reporting structure in HRIS
        Identify Reason
        If Valid Reason
        Ensure manager has provided written approval
        Route to access-add/remove evaluation |
    - Ask: “Why is this access change needed?”
      - Check job description alignment
        Confirm necessity
        Manager Confirmation
        Proceed
      - Check role alignment
        Excessive permission risk
        Inform caller justification does not match job duties
        Request updated justification or deny request |
  - Confirm the legitimacy and source of the offboarding trigger
    - Ask: “What initiated this offboarding request?”
      - Validate HR Record
        HRIS Check
        If Found
        Ask: “What is the official termination date?”
        Proceed
        If Not Found
        Explain
        Stop
  - Confirm the request originated from an authorized and legitimate source
    - Ask: “Who submitted this access request?”
      - Attempt Verification
        Directory Lookup
        If Found But No Authority
        Explain
        Stop
        If Not Found
        Explain
        Stop
      - Confirm Authorization
        If No
        Inform employee manager approval is required
        Request manager to submit authorization |
        If Yes
        Ask employee to provide approval email or ticket
        Validate authenticity
        If Valid
        Route to access-level review |
      - Identify HR Event
        HRIS Event Lookup
        If Event Found
        Effective Date Review
        If Valid
        Ensure HRIS→IT event sync completed
        If Event Not Found
        Inform HR
        Stop
      - Validate System Trigger
        Workflow Metadata Check
        If Invalid
        Explain
        Stop
        If Valid
        Confirm automation corresponds to HR or system event
        Ensure trigger matches expected workflow
        Treat request as system-authorized |
      - Verify manager identity
        Confirm name and reporting structure in HRIS
        Identity mismatch
        Inform caller you cannot process unauthorized requests
        Escalate to IT Security for identity verification |
        Validate reason for request
        Ask manager: “What is the purpose of this access?”
        Confirm documented approval exists
        Verify approval in ticket or email
  - Confirm user training & certification requirements
    - Ask: “Has the user completed required privileged-access security training?”
      - Validate training
        Training Needed
        Stop
      - Validate training records
        Training Verified
        Proceed
  - Create new user accounts across identity systems
    - Ask: “Can you confirm the new hire’s start date and department?”
      - Validate new hire exists in HRIS
        Confirm spelling of first/last name
        Ensure legal name matches HR record
        Search for existing AD profile
        Proceed
        Missing record
        Inform caller HR must finalize the employee record
        Request HR to correct data before continuing |
    - Begin identity mapping
      - Ensure AD attributes sync to SSO
        Assign SSO Group
        MFA Required
        Proceed
        SSO Error
        Correct
        Stop
    - Confirm authentication readiness
      - Attempt first login to ensure account is active
        Authentication Failure
        Remediate
        Stop
        Credentials Working
        Finalize
        Proceed
    - Populate required fields
      - Assign department based on HR record
        Assign manager field in AD
        Ensure fields meet AD schema requirements
        Attribute Issue
        Stop
        Proceed
    - Start AD provisioning
      - Follow naming convention
        Ensure username is not already in use
        Conflict
        Proceed
      - Follow naming convention (first initial + last name)
        Ensure username is not already in use
        Account Creation Process
        Proceed
    - Start mailbox provisioning
      - Assign M365/Exchange license type
        Licensing Block
        Inform caller there are no licenses remaining
        Request purchasing to add licenses |
        Mailbox Creation
        Policy Assignment
        Proceed
  - Determine if compliance team approval is required
    - Ask: “Does this request involve a regulated system (SOX, HIPAA, PCI)?”
      - Validate category
        No Compliance Review Needed
        Proceed
      - Validate system category
        Confirm Compliance Approval Needed
        If Approved
        Document compliance approval
        Complete approval routing |
        If Not Approved
        Inform caller compliance approval is required
        Await compliance decision |
  - Determine which system or application access is being requested
    - Ask: “Which system or application does the user need access to?”
      - Determine privilege type
        Ask: “Is this standard access, elevated access, or administrative access?”
        Ensure privilege tier exists for this system
        Privilege denied
        Inform caller privileged roles do not exist for this system
        Direct caller to system owner for alternatives |
        Proceed
      - Provide categories
        Ask: “Is it related to Finance, HR, Collaboration, Operations, IT Tools, or Development?”
        Insufficient info
        Inform caller you cannot proceed without knowing the system
        Request manager to specify system name |
        Offer list of systems in that category
        Ask caller to pick the correct one
        Move to access-level determination |
      - Request folder path
        Ask: “Can you provide the exact folder path or screenshot?”
        Check security group ownership
        Confirm purpose for access
        Ensure access aligns with job duties
        Route to access-level review |
        Invalid path
        Inform caller the folder cannot be located
        Request confirmation from folder owner |
      - Separate requests
        Validate each requested system independently
        Confirm combined access need
        Ask: “Are these part of a project or cross-functional role?”
        Create grouped access ticket bundle |
        Identify failing system
        Inform caller which system(s) are not recognized
        Require corrected system list |
      - Validate name
        Check system against approved enterprise application list
        Confirm correct system variant (cloud, legacy, module-specific)
        Ask: “Is this for the full application or a specific module?”
        Proceed
        Name Not Recognized
        Inform caller system name does not match internal catalog
        Request screenshot or documentation for clarification |
  - Disable access to key applications
    - Ask: “Which application accounts need to be disabled?”
      - Validate user account in application
        Disable App Access
        Confirm
        If Successful
        Add application disable to removal log |
      - Validate user in application
        No Account
        Inform caller no account exists in that application
        Continue with additional systems |
  - Disable core identity accounts after offboarding trigger
    - Ask: “Can you confirm the username or employee ID for AD deactivation?”
      - Verify user in AD
        AD Disable Action
        Confirm
        If Successful
        Add AD disable step to log |
        Invalid User
        Inform caller AD account cannot be located
        Request correct identifier |
  - Disable email mailbox and block email login
    - Ask: “Does the user have an active mailbox?”
      - Validate mailbox
        No Mailbox
        Inform caller no mailbox exists to disable
        Continue to next system disable step |
      - Validate mailbox exists in Exchange/M365
        Mailbox Disable
        License Removal
        If Successful
        Document mailbox disable |
  - Disable multi-factor authentication (MFA)
    - Ask: “Is the user enrolled in MFA?”
      - Validate enrollment in MFA provider
        Revoke MFA
        Confirm
        Proceed
      - Validate MFA enrollment
        No MFA
        Proceed
  - Disable shared-account or generic account access tied to user
    - Ask: “Was the user assigned access to any shared or generic accounts?”
      - Validate assignment
        No Shared Access
        Proceed
      - Validate assignment logs
        Revoke Shared Access
        Confirm
        Proceed
  - Disable SSO/IdP access for the user
    - Ask: “Is the user visible in the SSO directory?”
      - Validate SSO identity
        Missing SSO Record
        Inform caller SSO directory does not list the user
        Request confirmation of correct username |
      - Validate user presence in SSO provider
        SSO Disable Action
        Confirm
        If Successful
        Add SSO disable to audit log |
  - Disable user accounts across integrated subsystems
    - Ask: “Does the user have access through integrated or downstream systems?”
      - Validate access via provisioning tool or IAM system
        Disable Integrated Accounts
        Confirm
        Proceed
      - Validate through IAM
        No Integrated Access
        Proceed
  - Disable VPN access
    - Ask: “Does the user have VPN or remote access assigned?”
      - Validate presence
        No VPN Access
        Proceed
      - Validate presence in VPN system
        Remove VPN Access
        Confirm
        If Successful
        Add VPN disable to log |
  - Enable session recording
    - Ask: “Does this role require privileged session recording?”
      - Validate
        No Recording Needed
        Proceed
  - Enable session recording for privileged actions
    - Ask: “Does this role require privileged session recording?”
      - Validate requirement
        Configure Session Recording
        Confirm
        Proceed
  - Enforce enhanced MFA
    - Ask: “Does this privileged role require enhanced MFA?”
      - Validate
        No Enhanced MFA
        Proceed
  - Enforce enhanced MFA for privileged accounts
    - Ask: “Does this privileged role require enhanced MFA?”
      - Validate requirement
        Apply Enhanced MFA
        Confirm
        Proceed
  - Ensure all data transfers completed
    - Ask: “Have all data sources been transferred or archived?”
      - Documentation
        Notify
        Complete
      - Identify Missing
        Address
        Stop
  - Ensure all user files are archived or transferred
    - Ask: “Which systems contain the user’s files or owned content?”
      - Review OneDrive, SharePoint, File Shares
        OneDrive Handling
        If Archive Needed
        Move OneDrive content to long-term archive repository
        Validate archive storage completion |
      - Validate OneDrive content
        No OneDrive Data
        Proceed
  - Ensure all user files are archived or transferred before deletion
    - Ask: “Which systems contain the user’s files or owned content?”
      - Review OneDrive, SharePoint, File Shares, Local Drives
        OneDrive Handling
        If Transfer Needed
        Reassign OneDrive ownership to manager or successor
        Validate new owner has access |
  - Ensure request meets business, security, and compliance requirements
    - Ask: “Which privileged access is being requested?”
      - Check for admin role
        Not Privileged Access
        Stop
      - Identify admin role (Domain Admin, Local Admin, App Admin)
        Capture Business Justification
        Validate
        Proceed
  - Final justification compliance decision
    - Ask: “Does the request satisfy business, security, and compliance requirements?”
      - Approval Criteria Met
        Proceed
      - Criteria Not Met
        Stop
  - Final privileged-access verification
    - Ask: “Have all privileged roles and shared-mailbox rights been removed?”
      - Documentation Review
        Notify
        Complete
      - Identify Missing
        Correct
        Stop
  - Final verification
    - Ask: “Have all required monitoring controls been implemented successfully?”
      - Monitoring Incomplete
        Correct
        Stop
  - Final verification of monitoring setup completion
    - Ask: “Have all required monitoring controls been implemented successfully?”
      - Monitoring Complete
        Notify
        Complete
  - Handle application-level data
    - Ask: “Which business applications contain user-owned tasks, workflows, or dashboards?”
      - Validate presence
        No App-Level Data
        Proceed
  - Handle application-level data (task ownership, workflows, dashboards)
    - Ask: “Which business applications contain user-owned tasks, workflows, or dashboards?”
      - Validate presence of assignable items
        Transfer App Data
        Confirm
  - Handle calendars owned by the user
    - Ask: “Did the user own or manage any shared calendars?”
      - Identify calendar ownership
        Transfer Calendar Ownership
        Confirm
      - Validate calendar existence
        No Calendar Transfer
        Proceed
  - Handle mailbox content
    - Ask: “Does the mailbox contain messages needing transfer (workflows, approvals, project communications)?”
      - Identify content
        No Mailbox Action
        Proceed
  - Handle mailbox content (email ownership, project threads, approvals)
    - Ask: “Does the mailbox contain messages needing transfer (workflows, approvals, project communications)?”
      - Identify folders requiring reassignment
        Transfer Mailbox Content
        Confirm
  - Handle shared network drive files
    - Ask: “Did the user store files on mapped network drives or department file shares?”
      - Identify file ownership
        Archive Files
        Confirm
      - Identify folder paths owned or modified by user
        File Share Processing
        If Transfer Needed
        Move files into manager/successor’s folder
        Validate receiving party access |
      - Validate presence of files
        No File Share Content
        Proceed
  - Handle SharePoint-owned document libraries
    - Ask: “Did the user own or manage SharePoint sites or document libraries?”
      - Validate site/document library ownership
        No SharePoint Transfer
        Proceed
      - Validate user’s role in each identified site
        Transfer Site Ownership
        Confirm
  - Identify the correct permission tier for the user
    - Ask: “Is the user requesting standard, elevated, or administrative access?”
      - Identify admin type
        Ask: “Is this for system administration, user management, or configuration?”
        Check if application supports admin role
        Admin role confirmed
        Check additional security requirements (MFA, logging)
        Route to privileged-access workflow |
        Unsupported role
        Inform caller admin access does not exist for this system
        Refer to system owner for alternative access options |
      - Identify reason
        Ask: “Is this temporary or permanent access?”
        No permanent justification
        Inform caller permanent elevated access is not allowed
        Require executive-level approval |
        Time-Bound Access
        Ask: “What dates should this access begin and end?”
        Confirm manager approval for temporary privilege
        Route to temporary access provisioning |
      - Provide clarification
        Explain: “Standard = use; elevated = manage content; admin = configure system”
        Confirm selected level
        Assign standard baseline package
        Move to provisioning |
        Validate business justification
        Route to elevated-access workflow |
        Validate privileged requirements
        Route to privileged-access workflow |
      - Validate job role
        Compare job role to standard access package
        Role mismatch
        Inform caller custom review is required
        Escalate to role owner for decision |
        Standard role confirmed
        Assign baseline read/use privileges
        Verify no elevated permissions included
        Route to access provisioning |
      - Validate purpose
        Ask: “Why does the user require elevated permissions?”
        Business Need Confirmed
        Confirm manager approval
        Validate approval email/ticket
        Route to elevated-access workflow |
        No valid justification
        Inform caller elevated permissions cannot be granted
        Request updated justification or deny request |
  - Initial evaluation of the submitted access request
    - Ask: “Is the user a new hire, existing employee, contractor, or vendor?”
      - Validate contractor engagement
        Check contract details
        Contractor invalid
        Direct caller to vendor management to update contract record |
        Confirm contract dates and vendor assignment
        Contractor approved
        Confirm contractor only needs minimal/time-bound access
        Initiate contractor-access workflow |
      - Validate employee's active status
        Confirm employee is active in HRIS
        Approve identity
        Ask: “Is this for promotion, transfer, or additional responsibilities?”
        Route to access-change workflow |
        Conflict found
        Escalate to HR to resolve status mismatch |
      - Validate HR-provided new hire record
        Confirm start date and department
        Approve new-hire identity
        Assign baseline access package
        Initiate new-hire provisioning |
        HR data mismatch
        Request HR to correct hire record before continuing |
      - Validate vendor authorization
        Confirm vendor company and statement of work
        Vendor approved
        Apply vendor-limited access rules
        Initiate vendor-access workflow |
        Vendor cannot be validated
        Escalate to procurement/vendor management |
  - Provision AD admin roles
    - Ask: “Does this request involve an Active Directory privileged role?”
      - Validate role type
        Skip AD Provisioning
        Proceed
  - Provision AD-based admin roles
    - Ask: “Does this request involve an Active Directory privileged role?”
      - Validate if role is AD-based
        Add to AD Group
        Confirm
        Proceed
  - Provision application-level admin roles
    - Ask: “Does provisioning require admin access within a specific application?”
      - Validate application access level
        Assign App Admin Role
        Confirm
        Proceed
      - Validate requirement
        Skip App Role Provisioning
        Proceed
  - Remove access and document completion
    - Access Check
      - If Failure
        Identify failure cause (sync delay, role cache, permissions mismatch)
        Resolve the failure
        Retry removal after correction |
      - If Successful
        Document removal in ticket and audit logs
        Send confirmation to requester
        Close workflow |
  - Remove access based on least-privilege alignment
    - Ask: “Does current role still require this permission?”
      - Justification Review
        If Confirmed
        Revoke system permissions
        Note change in audit log |
      - Not removal candidate
        Inform caller access is still required
        Keep permissions unchanged |
  - Remove access based on role update
    - Ask: “Why is access being removed?”
      - Identify HR Event
        HRIS Validation
        If Found
        Ensure requested removal matches new role
        Remove permissions |
        If Not Found
        Explain
        Stop
  - Remove access based on termination-related events
    - Ask: “Is the user still employed?”
      - Urgency Check
        If Yes
        Disable access across all systems
        Log termination removal |
        Standard Removal
        Proceed
  - Remove access for account cleanup
    - Ask system name
      - Determine Reason
        If Audit Finding
        Audit Prompt
        If Valid
        Remove access per audit directive
        Document in compliance log |
        Validate Audit Proof
        Invalid audit request
        Inform caller audit evidence is required
        Request proper audit directive |
  - Remove access from user
    - Ask: “Why is access being removed?”
      - Validate Manager
        If Not Verified
        Explain
        Stop
        Verify manager in HRIS
        Approval
        Confirmed
        Proceed
  - Remove access safely
    - Ask: “Does this access depend on or impact other systems?”
      - Safe Removal
        Confirm
        Proceed
  - Remove access safely without impacting system function
    - Ask: “Does this access depend on or impact other systems?”
      - Impact Review
        If Removing Affects Other Systems
        Inform caller of system impact
        Remove access with caution & document dependency note |
  - Remove all elevated or administrative rights
    - Ask: “Which privileged or admin roles are assigned to this user?”
      - Validate privileged-group membership
        No Privileged Access
        Proceed
  - Remove all elevated or administrative rights assigned to user
    - Ask: “Which privileged or admin roles are assigned to this user?”
      - Validate presence in privileged groups (Domain Admin, Local Admin, Security Groups)
        Privileged Access Removal
        Confirm
        Document
  - Remove distribution group/role-based group memberships
    - Ask: “Is the user a member of any distribution lists or role-based access groups?”
      - Check AD group memberships
        Remove Group Access
        Confirm
        Proceed
      - Validate group assignments
        No Group Memberships
        Proceed
  - Remove elevated access inside applications
    - Ask: “Which applications assigned the user elevated roles (admin, supervisor, configurator)?”
      - Validate elevated-role assignment
        No Elevated App Access
        Proceed
  - Remove elevated access inside applications (admin consoles, reporting, dashboards)
    - Ask: “Which applications assigned the user elevated roles (admin, supervisor, configurator)?”
      - Validate app role assignment
        Remove Elevated Role
        Confirm
        Proceed
  - Remove elevated workstation/local machine rights
    - Ask: “Was the user added as a local admin on any workstation or server?”
      - Check workstation group membership
        Remove Local Admin
        Confirm
        Proceed
  - Remove elevated workstation/local rights
    - Ask: “Was the user added as a local admin on any workstation or server?”
      - Check workstation/group listings
        No Local Admin Access
        Proceed
  - Remove emergency access
    - Ask: “Was the user ever issued emergency or break-glass credentials?”
      - Validate emergency assignment
        No Break Glass Access
        Proceed
  - Remove emergency access ("break glass") accounts
    - Ask: “Was the user ever issued emergency or break-glass credentials?”
      - Validate emergency-access assignment
        Revoke Emergency Access
        Confirm
        Proceed
  - Remove service accounts tied to the user
    - Ask: “Was the user the owner or operator of any service accounts?”
      - Validate service-account association
        Transfer or Disable Service Account
        Confirm
        Proceed
      - Validate service-account linkage
        No Service Accounts
        Proceed
  - Remove shared mailbox access
    - Ask: “Which shared mailboxes was the user assigned to?”
      - Check permission list
        No Shared Mailbox Access
        Proceed
      - Validate presence in mailbox permission list
        Remove Shared Mailbox Rights
        Confirm
        Proceed
  - Remove system or application access for an existing user
    - Ask: “Which system or application needs access removed?”
      - Verify User
        Identity Check
        If Verified
        Ask: “Why does this access need to be removed?”
        Align
        Proceed
        Validate identity
        Invalid user
        Inform caller user cannot be located
        Request correct employee info |
  - Remove temporary access
    - Ask: “Was this access temporary?”
      - Check Expiration
        If Expired
        Remove expired temporary permissions
        Update compliance log |
        Still needed
        Inform caller access cannot be removed early without approval
        Request manager authorization |
  - Route privileged-access request through required approval chain
    - Ask: “Has the user’s direct manager approved this request?”
      - Validate approval
        Missing Manager Approval
        Stop
      - Validate approval presence
        Capture Approval
        Proceed
  - Validate approvals match internal controls
    - Ask: “Have all required approvals been collected?”
      - Validate approvals
        Approvals Incomplete
        Stop
      - Validate manager, owner, security, and compliance (if required)
        Approvals Confirmed
        Proceed
  - Validate correctness of privileged or elevated access
    - Ask: “Which privileged or elevated permissions are under review?”
      - Ask: “Does the user’s role still justify privileged-level access?”
        Confirm Scope
        If Matched
        Keep privileged access active
        Record justification in privilege log |
        Privilege Removal
        If Confirmed
        Revoke elevated access
        Log removal in privileged-access audit |
  - Validate emergency security-driven deactivation
    - Ask: “What initiated this offboarding request?”
      - Validate Incident
        Incident Check
        If Confirmed
        Ask: “Is immediate deactivation required?”
        Proceed
        If Not Confirmed
        Explain
        Stop
  - Validate offboarding for long-term inactivity
    - Ask: “What initiated this offboarding request?”
      - Validate Inactivity
        Inactivity Review
        If Confirmed
        Document inactivity-based removal
        Begin deactivation workflow |
        If Not Confirmed
        Explain
        Stop
  - Validate permissions against compliance rules
    - Ask: “Do any permissions conflict with security, compliance, or audit rules?”
      - Compliant
        Proceed
  - Validate provisioning completion
    - Ask: “Has all privileged role provisioning been completed successfully?”
      - Provisioning Complete
        Notify
        Complete
      - Provisioning Incomplete
        Correct
        Stop
  - Validate regulatory constraints
    - Ask: “Does this request fall under regulated systems?”
      - Check system category
        Restriction Review
        If Not Eligible
        Inform caller they do not meet compliance requirements
        Route to compliance/security advisory |
      - Identify regulation scope
        No Regulatory Restrictions
        Proceed
  - Validate regulatory constraints (SOX, HIPAA, PCI, internal audit)
    - Ask: “Does this request fall under regulated systems (finance, healthcare, cardholder data)?”
      - Identify any regulatory system association
        Restriction Review
        If Eligible
        Allow request to move forward
        Continue validation |
  - Validate resignation events
    - Ask: “What initiated this offboarding request?”
      - Validate Documentation
        Doc Check
        If Not Valid
        Explain
        Stop
        If Valid
        Ask: “What is the employee’s final working day?”
        Begin offboarding workflow |
  - Validate system owner approval when required
    - Ask: “Does the requested system require owner approval?”
      - Validate requirement
        No Owner Approval Needed
        Proceed
        Verify System Owner Approval
        If Not Approved
        Inform caller owner approval is required
        Await owner approval |
      - Validate system-specific approval rules
        Verify System Owner Approval
        If Approved
        Document approval in privileged-access workflow
        Route to IT Security |
  - Validate that security policies and compliance rules are met
    - Ask: “Do any permissions conflict with security, compliance, or audit rules?”
      - Conflict Validation
        If Confirmed
        Revoke conflicting permissions
        Document compliance-based removal |
  - Verify all required accounts have been disabled
    - Ask: “Have all required accounts (AD, SSO, email, apps) been disabled?”
      - Identify Missing
        Correct
        Stop
      - Validate Documentation
        Notify Requester
        Proceed
  - Verify group membership before provisioning
    - Ask: “Is the user already a member of this privileged group?”
      - Validate assignment
        Eligible for Provisioning
        Proceed
      - Validate current role assignments
        No Action Required
        Proceed
  - Verify requester identity & authority
    - Ask: “Is the requester the user’s manager or a system owner?”
      - Validate authority
        Unauthorized Request
        Stop
      - Validate role of requester
        Accept Requester
        Proceed
- IT Support
  - Are multiple users affected in the same application module?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Are multiple users logging into this same device?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Are multiple users reporting the same issue or symptom?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Can other devices connect to the same Wi‑Fi network?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Can the user access email from webmail/OWA?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Can the user connect to any network resources without VPN?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Can the user print a test page from another application?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Can the user reach the remote host by ping or name?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Does the drive appear after manual mapping?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Does the issue occur in multiple browsers?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Does the requested change impact production systems?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Does the user have access to any shared drives or resources?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Does the user have an assigned license for the affected application?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Does the user see the shared mailbox in their mail client?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Does the user’s role legitimately require local admin rights?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Has the device been restarted after applying updates?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Has the user already left the organization?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Has the user recently changed their password?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is secure/pull printing already configured for the user?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the affected data covered by standard backup policies?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the asset tag found in the inventory system?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the device currently reporting as non-compliant?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the device enrolled in mobile device management (MDM)?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the device past its documented lifecycle date?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the device powering on with indicator lights or sounds?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the device reporting as encryption-compliant?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the endpoint protection client up to date and running?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the issue only with audio or video?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the issue related to mandatory IT or security training access?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the requested software available in the self-service catalog?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the slowness isolated to one application?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the sync client signed in with the correct account?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the system date and time accurate?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the ticket already assigned to the correct resolver group?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user able to reach the login page?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user able to ship or drop off the device?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user attempting to reuse an old or weak password?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user completely blocked from performing their job?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user enrolled in self-service password reset?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user exceeding documented storage limits?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user part of the correct security or access group?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user receiving MFA codes or prompts?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user requesting support for non-approved tools or services?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is the user working on a company-managed device?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is there a matching knowledge article for this issue?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is there a valid business justification documented for this access?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Is this a standard endpoint build scenario?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Was the alert generated by an approved security tool?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Was the data stored in approved/managed locations?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
  - Was the standard onboarding checklist completed?
    - YES
      - NO
        Is this issue blocking the user from performing critical work tasks?
        YES
        NO
        Have initial troubleshooting steps (reboot, reconnect, basic checks) already been completed?
        YES
        NO
- New Business Qualification
  - Are key stakeholders aligned on the problem and desired outcome?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are strong customer references crucial to their decision?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are their support expectations aligned with our standard offerings?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are there unique legal or contract needs beyond standard terms?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are they comfortable with a cloud-based solution?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are they highly concerned about scaling over time?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are they looking to replace an incumbent solution?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are they open to a pilot or proof-of-concept?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are they open to our standard contract terms and duration?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Are we speaking with a decision maker or strong internal champion?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Based on current information, is win probability high?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Could multiple products or modules be bundled for higher value?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Do they need many integrations live at launch?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Do they require a formal security or vendor review?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Do they require governance and role-based access controls?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Do they require localization or additional language support?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Do they require robust API access or automation?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Do they value a strong partner or integration ecosystem?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Do we have a committed internal champion?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Does the company meet our minimum size or revenue thresholds?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Does the customer require specific compliance such as HIPAA or SOC 2?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Does the estimated deal size meet our minimum threshold?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Does the expected usage volume match our product’s sweet spot?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Does the prospect’s tech stack integrate well with our platform?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Does their need fit our standard entry or mid-tier product offerings?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Has a budget been allocated or clearly defined for this project?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Have they trialed similar tools or vendors before?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is a channel or implementation partner involved in the deal?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is data residency a strict requirement for them?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is our pricing model compatible with how they budget and buy?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the business pain significant and time-bound?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the customer aligned with our ideal success profile?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the customer operating in regions we fully support?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the expected data volume within standard product limits?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the primary use case clearly defined and agreed upon?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the proposed implementation relatively straightforward?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the prospect actively evaluating competitors?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the prospect’s business clearly within our target industries?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the prospect’s primary problem one that our products solve well?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is the solution likely to be renewed annually or expanded?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is their procurement process clearly understood?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is there a clear implementation timeline or compelling event driving urgency?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is there a clear path for future upsell or cross-sell?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is there executive sponsorship for this initiative?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Is there strong potential for multi-year or expansion revenue?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Will end users need structured training to be successful?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Will multiple departments or teams use the solution?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Will they require professional services or onboarding support?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Will this product be business-critical for them?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
  - Will this solution introduce significant process change?
    - YES
      - NO
        Does this prospect match our ideal customer profile in terms of industry, size, and use case?
        YES
        NO
        Have we confirmed a clear problem, viable budget, and decision timeline (BANT)?
        YES
        NO
Demo Site Related Types
- Data Sources
  - Required for Design
  - Routing & Clearance
  - AI Assistant (Interstitical)
  - AI RAG Integration
  - Articles & Publishing
  - Automated RFP Alerts
  - Charts, Graphs Data Visualization
  - Client (QC) Testing
  - Comments & Edits (GenEnM)
  - CRM
  - Dashboard - Front End Content Management
  - Demonstration Only
  - Design Related
  - Digital Signage (Monitor Display)
  - DITA Drag and Drop Documents
  - Document Retention Policy Management
  - Dynamic Document (Filters by Tenants)
  - Dynamic Document (Menu selector driven contents)
  - Dynamic Document (Submits PRIOR to creation (using Data Cleaner)
  - Dynamic Document Creation (Form to Document)
  - E-Commerce
  - Education Programs and Courses
  - Email Broadcasting (Table in SQL)
  - Email Exchange Integration
  - Event Registration
  - Forms & Workflow
  - Functionality - General
  - Functionality - Member Related
  - Functionality - Workflow How To
  - Language Translation (Google)
  - Module (Details) View
  - Multi-Part Data Mining Transfer
  - Personalized Dashboard (Filters by Tenants)
  - Personalized Dashboards (Not Filtered by Tenants)
  - Policies and Procedures
  - Project Management (Requirements)
  - QA - Code Testing
  - Reporting
  - Tenants Filters
  - This Site's Build Documentation
  - User Reporting (All)
  - User Reporting (Individual)
  - Workflow
- Data Transfers
  - Demonstration
  - CSV
  - Custom RSS format (RDF/Infowatch)
  - Data Mining Rules
  - Data Transfer (Data Cleaning)
  - Data Transfer Demonstration
  - Data Transfer from O365 (Cloud) -M/S Graph
  - Data Transfer of Audiences
  - Data Triage
  - Database (SQL/Oracle/IBM)
  - Demonstration - MS/Excel
  - Email Broadcasting (Table in SQL)
  - Excel (XLS)
  - Export from Centralpoint
  - File (Path) or Folder
  - Files (Subfolders for Taxonomy)
  - Import to Data Cleaner
  - Importing from Audience to Data Cleaner
  - Importing from Audiences to Locations
  - Index or Ingest from SHAREPOINT
  - Module to Module
  - Moving Records between Two Centralpoint Sites
  - Moving Records within a Centralpoint Site
  - MS/Word Documents from File Path
  - Multi-Part Data Mining Transfer
  - Parsing files with Regular Expression(s)
  - Parsing HTML from websites
  - Parsing HTML from Word Docs
  - Photo Gallery
  - Pre-Configured & Uploaded Dataset
  - Pre-Configured Generic Import
  - Pre-Configured Routine
  - Retention Policy Management
  - RFPs (Importing from RSS)
  - RSS/Atom Feed
  - Screenscapes/Images
  - Site Build (Dynamic Mapping)
  - Site Build (Populating with Content)
  - Site Build (USA)
  - Site Build (World)
  - Videos from Youtube
  - Web API Export
  - Workflow & Forms
  - Zipped Files (Uploaded)
DITA
- Agreements
- Asset
- Case Studies
- Company
- Customer Service
- Dashboard Items
- Definitions
- Design Elements
- Design Elements
- Documents
- Forms
- Geneology
- Human Resources
- Legal
- Live Data
- Page Templates
- Personalization
- Policies
- Policy
- Powerpoint
- Products
- Project Plan & SOW
- Research
- Sales
- SCORM Courses
- Scripts
- Server & Installation
- Services
  - Hosting
- Videos
Document Library
- MY EXCEL FILES
- MY PDF FILES
- MY POWERPOINT
- MY WORD
E-Commerce Catalog
- Children
- Hot Deals
- Men's
  - Jackets
  - Sweaters
- Women
Education
- Human Resources (General)
  - New Hire
  - Orientation & Training
  - Professional Development
  - Branding, Usage Guidelines
  - Diversity, Equity & Inclusion (DEI)
  - Employee Data
  - End of Employment
  - Ethics
  - Human Rights
  - Information Security & Compliance
  - Leadership
  - Pay, Payroll & Benefits
  - Regulatory Compliance
  - Sexual Harassment
  - Virtual employment
- Health Insurance
  - Regulatory Compliance
- Banking & Finance
  - Anti-Money Laundering (AML) Awareness
  - Bank Secrecy Act (BSA)
  - Cybersecurity for Financial Institutions
  - GLBA Privacy & Safeguards Rule
  - Incident Response & Breach Notification
  - PCI DSS Cardholder Data Security
  - Third-Party Vendor Risk Management
- Compliance
  - GDPR
  - HIPAA
- Cultural
  - Racial Sensitivity
  - Senior & Age Based
- FERC
  - Energy & Utility Regulation
- Healthcare
  - Best Practices
  - Billing & Reimbursement Compliance
  - Clinical Excellence
  - Legal
  - Manfucaturing Regulatory Compliance
  - Patient Safety & Quality
  - Privacy Regulatory Compliance
  - Regulatory Compliance
  - Safety
- Manufacturing
  - Quality & Operational Excellence
  - Quality Manufacturing
  - Safety
- Water Utility
  - Laboratory & Sampling Compliance
  - Safety & Emergency Preparedness
  - Wastewater & Environmental
  - Water Quality & Treatment
Email - Boilerplate Messages
- SALES RESPONSES
- SALES SUPPORT
- FREQUENTLY ASKED
- CLIENT CASE STUDIES
- TECHNICAL & RESEARCH
- PRODUCT
- HELP DESK
- REPORTING & LIVE DATA
- COMPLIANCE
- FINANCE
- MEDIA ASSETS
- MY POLICIES
- PERSONALIZATION
- PROPOSALS
- 中方“不可能对此无动于衷
Events
- CME Conference
  - Item 1
- Education
- Press Conference
  - Events for the Public
  - Private Events for Employees
Form Types
- Content Management
- Days Off
  - Bereavement
  - Maternity
  - Medical
  - Paid Time Off
  - Personal
  - Vacation
- Dynamic Document Creation
- General
- Health Insurance
- HR
- Education
Generic Enhanced A
- News Category
  - Featured News
- Type 1
  - Sub Type 1
    - Sub Sub Type 1
Generic Enhanced B
Generic Enhanced C
Generic Enhanced D
- Entertainment
- Food and Drinks
- General - Uncategorized
- Geography
- History
- People
- Science
- Sports
- Technology
Generic Enhanced E
- Member Representative
  - Account Locked or Suspended
    - If NO
    - If YES
  - Forgot Password or Username
    - If Password
    - If Username
Generic Enhanced F
Generic Enhanced G
Generic Enhanced H
Generic Enhanced I
Generic Enhanced J - Chunking
- Re-use types
  - H1
  - H2
  - H3
Generic Enhanced K
Generic Enhanced L
Generic Enhanced M
- Action Memo
  - Background
  - BLUF
  - Clearly explain the difference...
  - How does recommendation align...
  - Note differences in view...
  - Recommended Action
  - What additional resources...
- Briefing Checklist
  - Key Objectives
  - Strategic Arguments, if raised
  - Talking Points
  - Topic Titles
  - Watch Out for, if raised
- Information Memo
  - BLUF
  - SBUInfoMemo
  - SBUInfoMemo
  - SUBJECT
- Invitation Memo
  - Location
  - Media/Press
  - Possible Conflicts
  - Recommendations
Generic Enhanced N
Generic Enhanced O
Generic Enhanced P
Generic Enhanced Q
Generic Enhanced R
Generic Enhanced S
Generic Enhanced T
Generic Enhanced U
Generic Enhanced V
Generic Enhanced W
Generic Enhanced X
- About this Site
- Project Requirements
- WBS
Generic Enhanced Y
Generic Enhanced Z
HealthDay News
Help Files
- _Pending Submissions
- _Uncategorized
- Centralpoint Help
- Centralpoint News
- Centralpoint Q & A
- Downloading
- Master Help
- Master News
- Master Q & A
- Uber Help
- Uber News
- Uber Q & A
- Web Site Help
- Web Site News
- Web Site Q & A
Integrations
- Adobe
- Advertising
- Analytics
- Barcodes & QR
- Business Intelligence & Charts
- CAD Files
- Collaboration
- Communications, Voice, SMS
- CRM Systems
- Databases
- E-Commerce & Payment
- Electronic Signature
- Email
- Event & TIcketing
- Forms
- Fullfillment
- Healthcare Content
- Healthcare Credentialing
- Healthcare EHR
- IoT & Sensors
- Microsoft
- RTF (Rich Formatting Text) Editors
- Shipping
- Social Media
- SSO & Authentication
- UX/UI Plug In
- Video
Marketplace
- Directory A
  - Type 1
  - Type 2
- Directory B
- Directory C
- Directory D
Media
- Powerpoint
- Tours
- Video
News
- Arms Control
- Homepage Slideshow
- Press Briefings
- Press Releases
- Required Reading
Photo Galleries
- Implementation
- Nature / Wildlife
  - Fish
    - Freshwater
    - Saltewater
      - Fish
        Big Fish
        Small Fish
      - Mammals
      - Sharks
      - Shell Fish
  - Mammals
- Screen Shots
- Wonders of the World
Policies
- Financial
- HR - Employment/General
- Operations
- Reusable Elements
  - Boiler Plate
  - Images
  - Legal Approved
  - Marketing Docs
  - Templates
- Security
Progressive Web Applications
- Forms
- Reporting
- Schedules
- Tools
Retention Policy Types
- Accounting
- Corporate & Legal
- HR & Payroll
- Purchasing & Sales
- Shipping & Receiving
RFPs (GenYY)
- Do Not Pursue
- Pursue
Staff Directory
- Gender
  - Female
  - Male
- Job Title
  - Administration
  - Doctor
  - Nurse
- Languages Spoken
  - English
  - Spanish
- Plans
  - Amerigroup
  - Blue Cross Blue Shield
  - Cigna
  - Medical Mutual
  - Metlife Health
  - Super Blue Select
  - UnitedHealth Group
  - WellPoint
- Specialties
  - Cardiology
  - Neurology
  - Oncology
Staywell
- Staywell Content Types
  - Wellness articles
- Staywell Service Lines
  - Pediatrics
Timesheet Tracking
- Expenses
- Health & Wellness
- Hours Worked
- Progress
- Wear-able Sensors
Video
- Type 1
- Type 2

Audience Search

Boeing 767

CAD 5934

Events

Reports Library

Staff

Font Resize

Contrast

CAD Files