Need assistance with upstream and downstream entity relationship auto-generation

[somjyotisinha]

We have a requirement to set up Entity Classes which are somewhat similar to this, and have the related Entity Hierarchy records generated in the system.

Setting these up as Entity Classes has worked correctly.

My question is related to the Upstream and Downstream entity relationships.

Let's say there is an entity "Electronics" belonging to the Sector class, and there is an Entity "App One" belonging to the Business Application class.

We need the "App One" entity to automatically have the "Electronics" entity mapped as an Upstream entity for it (based on the class hierarchy) - I understand that this means a record needs to be added in the Entity hierarchy table (sn_grc_m2m_profile_profile).

I can't see this happening automatically, and this hierarchy record has to be manually created in the setup that we are trying. Is there a way to create this automatically, using out-of-the-box functionality?

Thanks in advance!

@Anushree Randad please provide your inputs if possible! Thanks

[GouthamAnumolu]

hi @somjyotisinha , entity hierarchy creation as of today is manual process, there is no automatic way of generating relationships. You can right some scheduled job to sync your hierarchy based on your requirements.

[somjyotisinha]

Thanks Goutham! Is there any other use of having the Entity hierarchy, apart from only having a structure of entities?

We are not using Advanced Risk, the instance is on Classic Risk Management.
Will there be any automation or rollup of compliance scores or anything similar, for entity hierarchies? Thanks again.

[GouthamAnumolu]

You are correct. I don't see any other automation apart from the compliance score roll up. 

We released a net new feature called "Entity based access" using which you can do data segregation based on entity hierarchy structure.

[somjyotisinha]

Hi  @GouthamAnumolu,

I am unable to see any compliance rollup happening out of the box, after creating the Entity Hierarchy. I'd request you to help me out and let me know what happens after creating the Entity Hierarchy.

The compliance rollup isn't taking place for the parent entities, when either the entity belongs to the parent class, and even when the entities are linked using the Upstream Entities or Downstream Entities related lists.

Thanks,

Somjyoti