Set up entities for the targets

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Set up an entity record in the instance and map it to an incident or security incident. You can map one or multiple entities to the selected incident.

    Before you begin

    Role required: sn_oper_res.admin, sn_dri_inc_rptg.digital_resilience_incident_admin

    About this task

    When an entity is mapped to an incident or security incident, the 'DRI case creation on incident entity insert' or 'DRI case creation on SIR entity insert' flow runs and a Digital Resilience Incident Reporting case is created automatically in the Digital Resilience Incident Reporting module with the prebuilt flow. For information on the flows, see Configure Digital resilience incident reporting.

    Procedure

    1. Navigate to Workspaces > Service Operations Workspace and open an incident from the list view.
    2. To add one or multiple entities to the selected incident, select Add in the Entities related list.

      Adding the entity triggers the DRI case creation flow, which generates a Digital Resilience Incident Reporting case record automatically in the sn_grc_inc_rptg_case_task table. The DRI manager can then assign the case and proceed with the regulatory reporting assessment.

      The Entities related list is shown in the example.

      Entity related list in an incident record.
      1. Choose the entity from the list view.
      2. Select Add.

        The selected entities are added to the incident. The example shows that the "Account Opening Workflow" entity is added to the Entities related list of the "Facility issue" incident.

        Example showing an entity added to an incident.
    3. To create a security incident from the incident record, select Create Security Incident.
      Note:
      Verify that the Security Incident Response application is installed in your instance.

      The security incident is created as shown in the example.

      Security incident created from an incident record.
    4. To map an entity to the security incident, navigate to Entities related list, select New, and follow the substeps.
      1. Select the entity from the drop-down list to associate with the security incident.

        An entity is added to the security incident; for example, the 'Core Banking Portal' entity is added to SIR0010001.

        Entity added to a security incident.
      2. To save the changes, select Save.

        The entity is displayed in the related record of the security incident.

        Example showing how an entity is displayed in the related record.

      The entities are now set up for the target incidents.