Upgrading Business Impact Analysis

The following changes were made the for Business Impact Analysis use case applications. To view the changes made to Enterprise Applications please refer the Enterprise Catalog Version History.

Business Impact Analysis

The following updates were made to the Business Impact Analysis application.

Business Impact Analysis Update Description

Key Field

The key field is now changed from BIA ID to BIA Name. You can update the key field manually.

Updated Fields

  1. Renamed Products and Services to 'Related Products and Services'.

  2. Financial Impact Rating: Values List (Calculated).

  3. Compliance Impact Rating: Values List (Calculated).

  4. Reputation Impact Rating: Values List (Calculated)

  5. Overall Criticality Rating: Values List (Calculated)

  6. Overall Criticality Helper: Numeric (Calculated)

  7. BIA Name: Text (Calculated)

  8. BIA Archive: Updating Grid display. Removed Business Process Manager and added Scoping Methodology.

  9. Renamed Response Period - Days (Manual) to 'Days to Respond'.

  10. Renamed Review Period - Days (Manual) to 'Days to Review'.

  11. Renamed DFM: BP Copy to 'DFM: BP/PS Copy'.

  12. Overall Status: Added new value “Expired”

New Fields

  1. Scoping Methodology: Values List

  2. Evaluated Product and Service: Cross Reference

  3. Customer Impact Rating: Values List (Calculated)

  4. ESG Impact Rating: Values List (Calculated)

  5. Approved Customer Impact Rating: Values List (Calculated)

  6. Approved ESG Impact Rating: Values List (Calculated)

  7. Third Parties: Cross Reference to Third Party Profiles (All levels)

  8. Stakeholders: Cross Reference to Contacts

  9. Facilities: Cross Reference to Facilities

  10. Devices: Cross Reference to Devices

  11. Applications: Cross Reference to Applications

  12. Financial Impact Questions 5 to 9

  13. Compliance Impact Questions 4 to 6

  14. Reputation Impact Questions 6 to 9

  15. Customer Impact Questions 1 to 4

  16. ESG Impact Questions 1 to 5

  17. Overall Status Helper: Values List

  18. DFM: BIA Copy BP/PS: Values List

  19. Product and Service Owner

  20. Product and Service Manager

  21. Business Process Owner

Advanced Workflow

Made extensive changes to the Business Impact Analysis advanced workflow to simplify the approval process for both Business Process and Products and Services scoping.

Deleted the following layouts as part of advance workflow changes. 0001: Manual update Layout, 0003: Initial Layout, 0004: BPM Questions, 0005: Controller Questions, 0006: Compliance Questions, 0007: BPM Review, 0008: Controller/Compliance Rejection Checkout, 0009: Controller Rejection Questions, 0010: Compliance Rejection Questions, 0011: Compliance Rejection Questions, 0012: Controller Rejection Questions, 0013: BU Manager Review, 0014: BCM Manager Review, 0015: Wait for DFM layout.

Created 2 new layouts—Products and Services workflow 0002: Product and Service Layout and Business Process workflow 003: Business Process Layout

0000: Default Layout

  1. Moved Scoping Methodology, Evaluated Product and Service, Days to Respond, Days to Review, Approved Date to General Information section.

  2. Moved Business Unit Manager, Compliance Manager and Controller from Business Stakeholders section to off layout and placed Product and Service Manager, Product and Service Owner, Business Process Owner onto the layout.

  3. Moved Comments section after attachments.

  4. Created a new tab named 'Supporting Infrastructure'.

    1. Placed Related P and S, Related BP, third Parties, Stakeholders, Facilities, Devices, Applications, and Information Assets cross-references in this tab.

  5. Created a new tab named Criticality Assessments.

    1. Moved all Impact Category Questions fields to this tab.

    2. G/L Accounts and Loss Events cross references are moved to Financial impact section.

    3. Corporate Objectives cross reference was moved to the Compliance impact section.

    4. Created new sections for Customer Impact and ESG Impact in this tab.

  6. DDE Changes:

    a. New:
    i. Added 4 events to display layouts based on the scoping methodology.

    ii. Added a DDE to hide BIA Campaign field when there is no value.

    iii. Added new action for Always True rule.

    b. Modified:

    i. Deleted Actions BCM Team & BPM Default Layout, Read Only except BCM Team & BPM associated to Always True Rule

    ii. Renamed Action Lock BP to Lock BP and ReadOnly BP Scoping Layout and updated to display other bp scoping field in read only mode.

    iii. Renamed Rule BIA First Analysis Complete to BIA First Analysis Complete – BP Scoping and updated the rule criteria
0001: Wait for DFM Layout

  1. Renamed 0002: Wait for DFM Layout to 0001: Wait for DFM Layout.

  2. Added help texts for Archer data feed scoping and Archive.

  3. Moved Scoping Methodology, Evaluated Product and Service and Approved Date to General Information section.

  4. Moved Business Unit Manager, Compliance Manager and Controller from Business Stakeholders section to off layout and placed Product and Service Manager, Product and Service Owner, Business Process Owner onto the layout.

  5. Moved Comments section after attachments.

  6. Created a new tab named 'Supporting Infrastructure'.

    1. Placed Related P&S, Related BP, third Parties, Stakeholders, Facilities, Devices, Applications, Information Assets cross-references in this tab.

  7. Created a new tab named Criticality Assessments.

    1. Moved all Impact Category Questions fields to this tab.

    2. G/L Accounts and Loss Events cross references are moved to Financial impact section.

    3. Corporate Objectives cross reference is moved to Compliance impact section.

    4. Created new sections for Customer Impact and ESG Impact in this tab.

  8. Created Summary section:

    1. Moved all the Impact Rating fields.

  9. DDE Changes:

    1. Added 4 events to display layouts based on the scoping methodology and status.

    2. Added a DDE to hide BIA Campaign field when there is no value.

    3. Deleted rule Always True and related action All: Read Only
Notifications

New On-Demand Notifications

  1. BIA: Approved Notification For BCM Program Lead, and BPM

  2. BIA: Approved Notification For BCM Program Lead, and Product and Service Manager

  3. BIA: Needs Additional Information Notification to BCM Program Lead, and BCM

  4. BIA: Needs Additional Information Notification to BCM Program Lead, and PS Manager

  5. BIA: Product and Service Owner Approval Required

  6. BIA: Rejection Notification For BCM Program Lead, and Product and Service Manager

Modified On-Demand Notifications

  1. BIA: Notification For BPM, Controller, and Compliance Manager - Updated to BIA: Notification For BPM, and BCM Program Lead

  2. BIA: Notification For BPM - Updated to BIA: Notification For BPO

  3. BIA: Rejection Notification For BPM - Updated to BIA: Rejection Notification For BPM and BCM Program Lead

Deleted On-Demand Notifications

  1. BCM Program Manager Approval Required

  2. BIA: Business Unit Manager Approval Required

  3. BIA: Rejection Notification For Business Unit Manager

  4. BIA: Rejection Notification For Compliance Manager

  5. BIA: Rejection Notification For Compliance Manager And Controller

  6. BIA: Rejection Notification For Controller

  7. BIA: Re-submit To BPM
Reports

New Reports:

  1. Product and Service BIAs by Criticality Rating

  2. PS: BIAs Coming Due (Next 30 Days)

  3. PS: BIAs Past Due Next Start Date

  4. PS: BIAs Pending My Action

  5. PS: Expiring BIAs Pending My Action

  6. DFM_Copy Content From P&S To BIA

  7. DFM Copy Content from BIA to BP

  8. DFM Copy Content from BIA to P&S

  9. BIAs Expiring Next 45 Days

Modified Reports:

  1. DFM_Copy Content From BP To BIA - Added Scoping Methodology to filter criteria

  2. DFM_Archive – Add all the new fields and updated filter criteria

  3. Allocation of BIA's by Analyst and Due Date – Added Scoping Methodology = Business Processes to filter criteria

  4. Allocation of BIA's by Analyst and Status – Added Scoping Methodology = Business Processes to filter criteria

  5. BIA RPOS – Added Scoping Methodology = Business Processes to filter criteria and updated the chart to use

  6. BIA RTOS – Added Scoping Methodology = Business Processes to filter criteria

  7. BIAs Ready for Review: Added Evaluated Product and Service to fields to display. Removed Business Process Manager, Controller and Compliance Manager from fields to display. Added additional filter Business Process Owner = Current User OR Product and Service Owner = Current User in Filter Criteria.

  8. BIAs With Upcoming Reassessment Date or Past Due: Added Evaluated Product and Service to fields to display. Updated Overall Status filter to include Expired too in Filter Criteria.

  9. BR Analyst - BIAs assigned as BCM Program Lead: Added Evaluated Product and Service to fields to display. Removed Business Process Manager, Controller and Compliance Manager from fields to display.

  10. My BIAs: Added Evaluated Product and Service to fields to display. Removed Business Process Manager, Controller and Compliance Manager from fields to display. Updated filter criteria to check if Business Process Manager/Product and Service Manager/BCM Program Lead is the current user.

  11. My BIAs - Overall Status - Assigned as Reviewer – Graphical: Removed BCM Program Lead = Current User from filter Criteria and added new filter criteria (Business Process Owner = Current User OR Product and Service Owner = Current User)

  12. My BIAs by Business Unit - Assigned as Reviewer – Graphical: Removed BCM Program Lead = Current User from filter Criteria and added new filter criteria (Business Process Owner = Current User OR Product and Service Owner = Current User)

  13. Past Due BIAs Age: Removed BIA ID, Evaluated Business Process and Business Process Manager from Fields to Display and added Scoping Methodology to display fields.

BIA Archive

Following updates were made to the BIA Archive application.

BIA Archive Update Changes

Updated Fields

  1. Removed Required from Evaluated Business Process.

  2. Removed Required from BIA ID.

  3. Added Required to BIA Name.

  4. Renamed Products and Services to Related Products and Services

New Fields

  1. Scoping Methodology: Values List

  2. Evaluated Product and Service: Cross Reference

  3. Customer Impact Rating: Values List

  4. ESG Impact Rating: Values List

  5. Third Parties: Cross Reference to Third Party Profiles (All levels)

  6. Stakeholders: Cross Reference to Contacts

  7. Facilities: Cross Reference to Facilities

  8. Devices: Cross Reference to Devices

  9. Applications: Cross Reference to Applications

  10. Financial Impact Questions 5 to 9

  11. Compliance Impact Questions 4 to 6

  12. Reputation Impact Questions 6 to 9

  13. Customer Impact Questions 1 to 4

  14. ESG Impact Questions 1 to 5

  15. Product and Service Owner

  16. Product and Service Manager

  17. Business Process Owner

Layout

  1. General Information Section: Added Scoping Methodology, Evaluated Products and Services

  2. Business Stakeholders Section: Moved Business Unit Manager, Controller and Compliance Manager off layout. Added Business Process Owner, Product and Service Manager and Product and Service Owner

  3. Summary: Added Customer Impact rating and ESG Impact Rating.

  4. Created a new tab named 'Supporting Infrastructure'.

    1. Placed Related P&S, Related BP, third Parties, Stakeholders, Facilities, Devices, Applications, Information Assets cross-references in this tab.

  5. Created a new tab named Criticality Assessments.

    1. Moved all Impact Category Questions fields to this tab.

    2. G/L Accounts and Loss Events cross references are moved to Financial impact section.

    3. Corporate Objectives cross reference is moved to Compliance impact section.

    4. Created new sections for Customer Impact and ESG Impact in this tab.

  6. Moved Incidents cross-reference off-layout.

DDE Changes:

  1. Added 2 events to display layouts based on the scoping methodology.

Navigation Menu Changes:

  1. Removed BIA ID.

  2. Added BIA Name, Scoping Methodology, Evaluated Product and Service.
Notifications

The following On-Demand Notifications templates are now deleted as part of the cleanup. Enable notifications option in the BIA archive to view if the notifications are available to clean up.

  1. BIA: Template(1)

  2. BIA: Re-submit To BPM(1)

  3. BIA: Notification For BPM, Controller, and Compliance Manager(1)

  4. BIA: Business Unit Manager Approval Required(1)

  5. BIA: Notification For BPM(1)

  6. BIA: BCM Program Manager Approval Required(1)

  7. BIA: Rejection Notification For Controller(1)

  8. BIA: Rejection Notification For Business Unit Manager(1)

  9. BIA: Rejection Notification For Compliance Manager(1)

  10. BIA: Rejection Notification For BPM(1)

  11. BIA: Rejection Notification For Compliance Manager And Controller(1)

BIA Campaign

BIA Archive Update Changes

Layout

  1. Created new layout (Wait for BIA Generation) and added loading spinner custom object.

Advanced Workflow

  1. “Create Business Impact Analysis” custom node was removed from the workflow.

  2. New advanced workflow is configured to create Business Impact Analysis records.

New Fields

  1. Scoping Method Helper: Numeric

  2. Create BIA Flag: Value list

  3. Create BIA for Related: Value list

  4. Scoping Method Helper: Numeric
New Reports

  1. New Reports DFM: BIA Source Report is created.

New Data Feed

  1. New Java script transported data feed “BIA Campaign JS Data Feed” is created to enable BIA generation.