Digital Resilience Incident Reporting status autoupdating as Reportable

[sisharparim]

The Reporting status on the DRI case is getting auto updated as Reportable when the Regulatory Reporting Action task is moved to Review state although the DRI case was initially marked as Potentially reportable or Not Reportable.

My requirement is to stop updating of the DRI Reporting status automatically.

The following procedure was done

1) Created a new DRI case automatically from a backend Critical / Major Incident

2) The Reporting status on the new DRI case was "Potentially Reportable "OR "Not Reportable".

3) Opened the "Regulatory Reporting" action task, assigned to myself as the task owner and completed the assessment that got generated. The "Regulatory Reporting" action task now got updated to "Review" state

4) When I go back to the DRI case record, the Reporting status was automatically updated to "Reportable" from its previous status of "Potentially Reportable "OR "Not Reportable".

How can I stop this automatic update to Reportable status on the DRI case?

Is there any script which I can update to stop this behavior?

[Vinod Laxmeshwa]

@sisharparim : Did you try the below option:

The automatic update to Reportable is driven by the automation rules configured in the Regulatory Reporting Assessment Smart Assessment template. When the assessment responses meet the configured materiality thresholds and the action task moves to Review state, the automation evaluates the conditions and updates the DRI regulatory reporting status to Reportable.

To stop this, navigate to the Assessment Workspace and open the "Regulatory reporting assessment of IT incidents" template. Go to the Automation tab where you will see the If/Then condition-action sets. These rules evaluate the assessment responses across the seven impact criteria and trigger the reporting status change. Deactivate the specific automation rule that updates the DRI regulatory reporting status to Reportable.

Once deactivated, the assessment will still collect all responses from the analyst, but the classification will no longer happen automatically. The DRI Manager would then need to review the responses and manually update the reporting status on the case record.

Keep in mind that the downstream action tasks like Initial Report, Intermediate Report, and Final Report are triggered when the reporting status changes to Reportable. With the automation deactivated, these will not generate automatically. The reporting sequence will only begin once the DRI Manager manually sets the status to Reportable after reviewing the assessment.