CSV Integration Overview

A CSV integration can be configured either an authoritative source or a read-only connector. In the first scenario, the CSV integration acts as a system of record, enabling ObserveID to create and manage identities and to enforce an attribute authority model. In the second scenario, the retrieved access data provides centralized visibility and supports governance activities.

The base configuration of the CSV integration enables identity data aggregation and analytics, with optional extensions available for full identity lifecycle management and attribute lifecycle governance.

Extending the base configuration enables support for Joiner–Mover–Leaver (JML) lifecycle events and allows access to be provisioned and reconciled in downstream target systems based on lifecycle states and changes to authoritative attributes. In addition, the CSV integration supports identity automation and governance intelligence.

Base configuration

The initial setup of the integration enables the import of data and includes the following steps:

  1. Completing the prerequisites.
  2. Defining the file format.
  3. Configuring the location.
  4. Coding Import Rules.
  5. Loading data from the CSV file into ObserveID.

Baseline capabilities

Once the base integration setup is complete, the following standard read-only capabilities are available:

  • Import of the CSV data.
  • CSV integration data analytics.

Optional configuration

Additional configuration enables governance capabilities, including:

  • Identity lifecycle management, supported with configuration of Joiner, Mover, Leaver rules to initiate identity creation, to reconcile access in alignment with identity state changes, and the deprovisioning process on identity termination.
  • Identity Attribute Model defining the "master" for each HR-related attribute.
  • Birthright Access configuration based on authoritative attributes.
  • Other custom integration operations, driven by specific business or security requirements.

The CSV integration enables centralized control over the full identity lifecycle, and real-time visibility into identity governance activities.