Scheduled User Entitlement Review (UER) Campaigns in Identity Panel

Identity Panel’s Access Panel includes a powerful feature for automating User Entitlement Review (UER) processes. These campaigns can be scheduled to run automatically—typically on an annual, semi-annual, or quarterly basis—to help organizations comply with audit and access governance requirements. Once configured, Identity Panel retrieves current user and entitlement data directly from integrated systems such as HR platforms (e.g., Workday or SAP) and identity providers (e.g., Active Directory or Azure AD), ensuring that reviews are always based on up-to-date information.

Using its built-in scheduler, Identity Panel triggers the UER process without manual intervention. This means reviewers—such as department managers or application owners—are notified to verify the appropriateness of user access rights on a regular cadence. All user and entitlement data is automatically collected from the connected source systems via HyperSync Panel, which provides real-time or scheduled synchronization of identity data across systems.

Seamless Integration with HR and IAM Systems

Identity Panel connects to your HR and identity systems through secure, configurable data providers and synchronization engines. This ensures the system continuously monitors for changes in user roles, department assignments, or employment status. It supports key identity lifecycle events—such as new hires (joiners), role changes (movers), and terminations (leavers)—to ensure entitlement reviews are triggered at the right time and with the right data.

Entitlements are grouped and defined within Access Panel, and the platform ensures reviewers see only the relevant users and access rights. Criteria policies and audience rules help narrow the review scope, so reviews are efficient and manageable.