Components installed with Legal Request Management

Xanadu Employee Service Management

Release

xanadu

ft:locale

en-US

ft:publication_title

Xanadu Employee Service Management

ft:clusterId

emplsm

bundleId

emplsm

workflow

Employee

Components installed with Legal Request Management

Release version: Xanadu

Updated August 1, 2024

5 minutes to read

Several types of components are installed with activation of the Legal Request Management application, including tables and user roles.

Note:

The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

Demo data is available for this feature.

Roles

Note:

Some roles in the Contains roles column are available with installation of the respective Legal Service Delivery application. For example, roles with an sn_lg_matter prefix are added when you install the Legal Matter Management application.

Table 1. Roles installed with Legal Request Management
Role title [name]	Description	Contains roles
Legal Administrator [sn_lg_ops.legal_admin]	Provides administrative access to all legal apps and the underlying data.	sn_lg_coi.coi_admin sn_lg_contracts.contracts_admin sn_lg_forensics.forensics_admin sn_lg_investigate.admin sn_lg_ops.request_admin sn_lg_pa.pa_admin sn_lg_matter.matter_admin sn_lg_stock_cp.stock_config sn_lg_cf_workspace.admin sn_lg_awa.admin sn_lg_pi.admin
Legal Assignment Rules Administrator [sn_lg_ops.legal_assignment_rules_admin]	Provides administrative access to the Assignment Rules module in legal apps.	assignment_rule_admin sn_lg_ops.legal_user
Legal Catalog Administrator [sn_lg_ops.legal_catalog_admin]	Provides administrative access to the Catalog administration module in legal apps.	catalog_admin catalog_editor sn_lg_ops.legal_user
Legal Configurator [sn_lg_ops.legal_config]	Provides access to configure data such as practice area, category, and legal matter templates. It doesn’t provide access to the transactional data of legal requests and matters.	sn_lg_contracts.contracts_config sn_lg_forensics.forensics_config sn_lg_investigate.config sn_lg_ops.request_config sn_lg_matter.matter_config
Legal Event Administrator [sn_lg_ops.legal_event_manager]	Provides read-only access to the Events module in legal apps.	sn_lg_ops.legal_user
Legal Fulfiller [sn_lg_ops.legal_fulfiller]	Provides fulfiller access for working on assigned legal requests and matters.	awa_agent sn_lg_contracts.contracts_fulfiller sn_lg_forensics.forensics_fulfiller sn_lg_investigate.fulfiller sn_lg_ops.request_fulfiller sn_lg_matter.matter_fulfiller
Legal Manager [sn_lg_ops.legal_manager]	Provides access to all transactional data of legal requests and matters and permission to assign owners for requests and matters.	sn_lg_coi.coi_fulfiller sn_lg_ops.legal_event_manager sn_lg_ops.request_manager sn_lg_matter.matter_manager
Legal Notification Administrator [sn_lg_ops.legal_notification_admin]	Provides administrative access to the Notifications module in legal apps to configure email notifications. Important: To add or modify notifications, you need the admin role.	sn_lg_ops.legal_user usage_admin
Legal Report Publisher [sn_lg_ops.legal_report_publisher]	Provides restricted access to legal request and legal matter data for publishing the related reports.	report_publisher sn_lg_ops.legal_report_viewer sn_lg_ops.legal_user pa_power_user pa_data_collector
Legal Report Viewer [sn_lg_ops.legal_report_viewer]	Provides restricted access to users to view reports for legal requests and matters on the Legal Operations and Legal Executive dashboards.	report_user sn_lg_ops.legal_user pa_viewer
Legal Request Fulfiller [sn_lg_ops.request_fulfiller]	Provides fulfiller access for working on assigned requests.	approver_user email_composer knowledge sn_lg_ops.legal_report_viewer sn_lg_ops.legal_sla_read sn_lg_ops.legal_user sn_templated_snip.template_snippet_reader task_editor workspace_user awa_agent Important: sn_lg_cf_workspace.legal_workspace_user inherits workspace_user that provides access to the Next Experience Workspace.
Legal SLA Read [sn_lg_ops.legal_sla_read]	Provides access to view SLAs created on requests.	sn_lg_ops.legal_user
Legal User [sn_lg_ops.legal_user]	Provides access to submit legal requests and track their progress. Can work on assigned tasks related to matters.	sn_interview_temp.reader
Request Administrator [sn_lg_ops.request_admin]	Provides administrative access to the Legal Request module with full access to data.	sn_lg_ops.legal_catalog_admin sn_lg_ops.request_config sn_lg_ops.request_manager
Request Configurator [sn_lg_ops.request_config]	Provides access to configure data such as a practice area and category, and manage record producers through Catalog Builder. It does not provide access to the transactional data of legal requests.	catalog_builder_editor catalog_editor connection_admin email_client_quick_message_author sla_manager sn_lg_ops.legal_assignment_rules_admin sn_lg_ops.legal_notification_admin sn_lg_ops.legal_user sn_lg_stock_cp.stock_config sn_templated_snip.template_snippet_writer
Request Manager [sn_lg_ops.request_manager]	Provides access to all transactional data of legal requests and permission to assign requests.	sn_lg_ops.request_fulfiller

Scheduled jobs

Note:

The following scheduled jobs are applicable when the Enable External Storage for attachment option is added to an intake form. For more information, see Add an intake form to a practice area.

Table 2. Scheduled jobs installed with Legal Request Management
Scheduled job	Description
Process External Storage Permissions	The job selects and executes all scheduled permission records on documents for legal requests stored in external storage.
Retry External Document Failure	The job is executed on demand by the administrator to retry failed document uploads to external storage.

Tables

Note:

In addition to the following tables, tables specific to practice areas are installed with Legal Request Management. For more information, see Practice area tables for legal requests.

Table 3. Tables installed with Legal Request Management
Table	Description
Catalog Defaults [sn_lg_ops_catalog_default]	Stores service catalog defaults such as any declarations content or templates for specific legal request. Extends the Application File [sys_metadata] table.
Category [sn_lg_ops_category]	Stores intake forms of a practice area. These intake forms categorize legal requests into relevant groups. Extends the Application File [sys_metadata] table.
CRM [sn_lg_ops_integration_crm]	Stores configuration details for Customer Relationship Management (CRM) apps such as Microsoft Dynamics CRM. Extends the Legal Integration table.
Document (sn_lg_ops_external_document)	Stores the details of the documents for legal requests stored in an external storage. This table is applicable when the Enable External Storage for attachment option is added to an intake form. For more information, see Add an intake form to a practice area.
Electronic Signature [sn_lg_ops_integration_esignature]	Stores configuration details for external electronic signature such as Adobe Acrobat Sign or Docusign. This table extends the Legal Integration table.
External Apps Configuration (Deprecated) [sn_lg_ops_external_configuration]	The table has been deprecated. Use the Legal Integration, Electronic Signature, and External Storage tables instead.
External Storage [sn_lg_ops_integration_external_storage]	Stores configuration details for external storage systems such as Google Drive or Box. Extends the Legal Integration table.
Integration Provider [sn_lg_ops_integration_provider]	Stores the details of external apps used by Legal Service Delivery applications. Extends the Application File [sys_metadata] table.
Legal Disposition [sn_lg_ops_legal_disposition]	Stores disposition details for legal requests such as patents, contracts, and lobbying.
Legal Event Schedule Entry [sn_lg_ops_schedule_span]	Stores scheduled items such as meetings or appointments for a legal department user.
Legal External Folder (sn_lg_ops_external_folder)	Stores URLs and details of folders created in the external storage system to save documents for each legal request. This table is applicable when the Enable External Storage for attachment option is added to an intake form. For more information, see Add an intake form to a practice area.
Legal Integration [sn_lg_ops_integration_core]	Stores configuration details of external applications for storage and electronic signatures.
Legal Profile [sn_lg_ops_legal_profile]	Stores all legal data associated with an employee such as active legal holds, full legal name, and citizenship information that can be used for specific Legal Practice Applications (LPAs).
Legal Profile Association [sn_lg_ops_legal_profile_association]	Stores the association between a legal profile and legal requests or legal matters.
Legal Request [sn_lg_ops_request]	Stores legal requests submitted by a user.
Legal Schedules [sn_lg_ops_schedule]	Stores the schedule for a legal department user.
Legal Types [sn_lg_ops_legal_type_mapping]	Stores the legal request type: Legal request, matter, or matter task.
Milestones [sn_lg_ops_milestone_schedule_span]	Stores the milestones related to a legal request.
Option [sn_lg_ops_option]	Stores the predefined options to change the default behavior of legal requests and legal matters. You can set these options while configuring the intake form of a practice area. For more information, see Add an intake form to a practice area. Extends the Application File [sys_metadata] table.
Practice Area [sn_lg_ops_practice_area]	Stores practice area details. Extends the Application File [sys_metadata] table.
Practice Area Lead [sn_lg_ops_m2m_practice_area_lead]	Stores practice area leads for different practice areas.
Subcategory [sn_lg_ops_subcategory]	Stores the subcategories associated with an intake form of a practice area. Extends the Application File [sys_metadata] table.