CR can be flagged as "main". Can be flagged more than one main CR or non. Prime contract is computed by CR priority:

1. main
2. valid (valid by from-till and not disabled)
3. with working position with default tree type
4. with working position with any tree type
5. other with lowest valid from

Managers could be found:

• through tree structers - identity with CR on tree node above.
• through the direct relation on CR - guarantees.

Searching managers and subordines could by overriden in custom module by implementing SubordinatesCriteriaBuilder interface.

When CR validity ends, then all roles assigned to given CR is removed. Its not possible to assign roles to invalid contracts. Invalid contract is defined by:

• validFrom and validTill attributes
• and state attribute:
  • DISABLED - contract is invalid
  • EXCLUDED - contract is excluded but remains valid (if contract is valid by validFrom and validTill attributes). Roles assigned for this contract are not removed - accounts on target systems remains untouch. Roles assigned for this contract are not added for logged identity.
  • otherwise is contract validity controlled only by validFrom and validTill attributes ⇒ state can be null.

HR processes depends on CR state and validity:

• When contract is invalid, then all assigned roles for this contract are removed (automatic and manually assigned roles too) by configured HR processes. When contract will be valid again, then all automatic roles are assigned again.
• When the last contract is removed or all contracts are invalid or excluded, then identity is disabled by configured HR processes too. When contract is valid again or new valid contract is added, then identity is activated again.

This automatic processes can be configured two ways, by:

• processors - executes process immediately, when identity contract is changed (active operation).
• long running tasks - long running tasks are scheduled, mainly over night. So contract change is persisted only and HR processes are executed separately.

Choosing the way is configurable - processor can be disabled, long running tasks can be scheduled or not.

To make queries in an efficient manner, a separate library on the tree structure has been created ForestIndex which builds an index next to the tree structure with the following advantages:

• the possibility to ask about the children of any element of the tree with one query (all the children in the downward direction)
• the possibility to ask about all the parents of any element of the tree with one question

The documentation and an an example of getting involved in the project can be found here.

Searching through index is linked to:

• Searching identities according to the organizational structure (through CR)
• Display of the identity position in the organizational structure

To rebuild the index, the task RebuildTreeNodeIndexTaskExecutor where you need to enter the code of the structure which should be re-indexed.

Everyone with permission to edit a role assign this role to a component of any organizational structure. The assigning/removing is subject to an approval in the same way as if an ordinary user was assigned the given role. The approval of assigning the role will produce some sort of a "pre-approval" for all the users incorporated in the organizational structure. Assigning a role to a user will then not require an approval (it has been approved for the organizational unit in which the user is located).

Displaying of information about the roles linked to the organizational structure will occur at least at the following places:

• In the structure component detail, there will be a list of role which have been assigned to it
• With each role, a list of structure components (the whole path in the tree), for which this role is used for automatic assignment to the user, will be displayed.
• With each user, there will be the information in the list of assigned roles that he has been given the role automatically.

If the role is assigned to an organizational structure component, the following behaviour may occur:

  A
  |
  B
 / \
C   D
   / \
  E   F

• The role is assigned to a user who is linked precisely to this specific organizational structure component
  • If the role is linked to "B", the role will be automatically assigned to every user whose contract is assigned to "B"
• The role is assigned to all users who are linked to this organizational structure component and to the whole subtree (from the root to the leaves)
  • Heredity exists in the whole subtree without depth restrictions
  • If the role is linked to "B", the role will be automatically assigned to every user whose contract is assigned to "B", but also when it is in "C", "D", "E", "F".
• The role is assigned to all users who are linked to this structural organization component and to all the managers (i.e. from the node to the root).
  • This behaviour enables assigning according to the scenario "the manager has everything which the subordinate does". Therefore, by linking the role to "B", it is automatically assigned to the users with a contract in "A".
  • There is at least one customer where this is used
  • We are not going to implement this now, but it is mentioned here because of potential consideration of possibilities on if and how we could solve this

All changes in assigning roles to the organizational structure will be audited. The minimum indicated in the audit log will be:

• Information that a change in roles has been made based on an application of an automatic rule and which one
• References to the process from which the change has emerged in order to identify that it has occurred within synchronization or saving from the web…

  Change of user's roles

An update (adding and removing) of automatically assigned roles within an identity occurs at least in the following cases:

• When a change in the organizational placement is saved.
  • A relation (or relations) of an identity is linked to the organizational structure. If a role (or roles) is assigned to a component in the organizational structure, the user should receive these roles automatically.
• When a change is saved in the "role-organizational structure" link
  • If the role is linked to an organizational structure component, it is necessary to recalculate the roles on identities which are linked by a relation to the given organization structure component
• Automatic assigning of roles to the user does not require an approval and is realized immediately.

• Configuration and assigning of automatic roles is implemented according to the description above
• Approving of the configuration of automatic roles (adding, removing) is configurable, The entire implementation is within processors which can be turned off or replace the workflow definition (see application configuration. Default workflow definition are ready for approving, where the adding and removing of the configuration of an automatic role is approved by the guarantee of the role (the first one wins if there are more), if the guarantee itself is not initiator of the operation (the it does not have to approved and is carried out immediately).
• Editing of an automatic role is not implemented ⇒ the algorithm "drop and create". It can be added in the future.
• Approving of the assigning of a role to an identity according to the configuration of the automatic role is not implemented - it depends on the currently developed functionality of role queries - will be implemented eventually.
• audit track will be implemented in the future
• If an automatic role is deleted, all assigned roles following this role are deleted.
• If a new automatic role is added, it is assigned to all the current identities with an existing CR, which should get the role. The realization is carried out via a Long running task.
• For roles becoming effective at a future time, the account management will be performed when the validity is met.
• Working with CR validity:
  • When changing the contract validity, the changes are projected in the validity of automatically assigned roles
  • Automatic roles with future validity are ready for contracts
  • Automatic roles are not assigned to invalid contracts (in the past or disabled). When changing the validity to the past, the roles are removed directly by event processor. Removing of expired roles and roles with expired contracts is carried out by the Long running tasks (IdentityRoleExpirationTaskExecutor, IdentityContractExpirationTaskExecutor). Long running tasks are tied to the validity of contracts ⇒ the attribute disabled too. Expired roles and roles with expired, disabled or excluded contracts are not applied at login.
• Recalculating of automatic roles when changing the tree structures (moving the components) have not been addressed yet (coming soon).