⚡ Identity CoAnalyst

Streamlining IGA Certification & Compliance
From 12 weeks of painful requirements gathering to 10 days of guided conversation
85% Time Reduction
10 Days Requirements Complete
$42K+ Annual Savings
15+ Frameworks Covered

The Traditional Certification Requirements Challenge

Manual, time-consuming, error-prone processes

❌ Before ICA

  • 12+ weeks of meetings, emails, and spreadsheets
  • Compliance officers struggle with IAM terminology
  • Inconsistent documentation across frameworks
  • Missing requirements discovered during audits
  • Stakeholders confused by complex compliance terms
  • Incomplete SoD policy documentation
  • Audit preparation takes 4-6 weeks

✓ With ICA

  • Under 10 days from start to completion
  • Natural language translates compliance to technical specs
  • Consistent, audit-ready documentation
  • Built-in compliance expertise ensures coverage
  • Conversational interface reduces intimidation
  • Complete SoD policy capture with workflows
  • Audit preparation reduced to 3 days

1. Conversational Compliance Requirements Gathering

AI-powered questioning that adapts to your compliance needs

Traditional Approach

Compliance Officer receives 50-page spreadsheet:
"Question 47: Define user access rights review frequency for privileged accounts in scope for SOX Section 404 compliance with consideration for ITGC control requirements..."
Result: Confusion, incomplete answers, multiple follow-ups

ICA's Conversational Approach

Natural Language Conversation:
ICA: "Let's talk about access reviews. Does your organization handle financial data for a publicly traded company?"
Compliance Officer: "Yes, we're subject to SOX compliance."
ICA: "Perfect. For SOX compliance, the SEC typically expects quarterly reviews of financial system access. Let me help you define this:
For your financial systems (like SAP, Oracle Financials):
• Should these be reviewed quarterly to meet SOX requirements?
• Who should participate in these reviews?
- Direct managers to confirm employee still needs access?
- CFO or Finance Director for oversight?
- Internal Audit for compliance verification?
What about privileged access to these systems?
• Should database administrators with access to financial data be reviewed more frequently?
• Do you want session logs included in the review data?"
Compliance Officer provides clear, natural answers...
ICA: "Great! I notice you mentioned PHI earlier. Are you also subject to HIPAA?"
Compliance Officer: "Yes, we're a healthcare provider."
ICA: "In that case, HIPAA requires similar controls for Protected Health Information. Should we set up quarterly reviews for PHI access as well, similar to your financial systems?"
Result: Complete, accurate requirements captured in natural conversation

2. Built-In Compliance Expertise

ICA knows regulatory requirements so you don't have to

Pre-Built Compliance Knowledge

✓ SOX
✓ GDPR
✓ HIPAA
✓ PCI-DSS
✓ GLBA
✓ CCPA
✓ NIST 800-53
✓ ISO 27001
✓ CIS Controls
✓ COBIT
✓ FFIEC
✓ FedRAMP
SOX (Sarbanes-Oxley)
  • Suggests quarterly financial system reviews
  • Prompts for SoD policy definition
  • Captures 7-year audit trail retention
  • Documents Section 404 controls
GDPR (Data Protection)
  • Asks about personal data processing
  • Captures data subject access rights
  • Documents purpose limitation
  • Defines consent management
HIPAA (Healthcare)
  • Identifies PHI-containing systems
  • Captures minimum necessary access
  • Documents break-glass procedures
  • Defines quarterly PHI reviews
PCI-DSS (Payment Card)
  • Identifies cardholder data systems
  • Mandates quarterly access reviews
  • Captures vendor access management
  • Documents audit logging specs
NIST 800-53
  • Maps to AC (Access Control) family
  • Documents IA controls
  • Captures AU (Audit) requirements
  • Aligns with federal standards
ISO/IEC 27001
  • Maps to Annex A.9 controls
  • Documents A.9.2.5 reviews
  • Captures ISMS documentation
  • Ensures international compliance

ICA Proactively Identifies Applicable Frameworks

ICA: "I see you're processing credit card payments. This means you're likely subject to PCI-DSS compliance, which REQUIRES quarterly access reviews for anyone with access to cardholder data.
PCI-DSS Requirement 7 states that access must be limited to business need-to-know. Should we set up:
• Quarterly certification of payment system access?
• Separate reviews for privileged access to payment infrastructure?
• Documentation of business justification for cardholder data access?"
ICA won't let you miss critical compliance requirements.

3. Automated Documentation Generation

From conversation to audit-ready documentation

After stakeholders complete ICA's conversational surveys, professional documentation is generated automatically:

ICA-Generated Documentation (Sample):

═══════════════════════════════════════════════════════════════
ACCESS CERTIFICATION & COMPLIANCE REQUIREMENTS SPECIFICATION
Organization: Healthcare Financial Services Corp
Generated: January 15, 2025
Regulatory Scope: SOX, HIPAA, PCI-DSS, ISO 27001
═══════════════════════════════════════════════════════════════

1. APPLICABLE REGULATORY FRAMEWORKS

1.1 SOX (Sarbanes-Oxley) - APPLICABLE
Scope: Publicly traded company (NYSE: HFSC)
In-Scope Systems: SAP Financials, Oracle GL, Treasury Management
Key Requirements:
  - Quarterly access reviews for financial systems (Section 404)
  - Segregation of Duties enforcement
  - 7-year audit trail retention
  - Management certification of internal controls

1.2 HIPAA (Health Insurance Portability) - APPLICABLE
Scope: Healthcare provider processing PHI
In-Scope Systems: Epic EHR, Patient Portal, Medical Billing
Key Requirements:
  - Quarterly PHI access reviews
  - Minimum necessary access principle
  - Break-glass emergency access procedures
  - Business Associate Agreement (BAA) compliance

1.3 PCI-DSS (Payment Card Industry) - APPLICABLE
Scope: Merchant Level 2 (processes 1-6M transactions/year)
In-Scope Systems: Payment Gateway, POS Systems
Key Requirements:
  - MANDATORY quarterly access reviews (Requirement 7)
  - Quarterly privileged user reviews
  - Vendor access management
  - MFA for remote access

═══════════════════════════════════════════════════════════════
2. CERTIFICATION CAMPAIGN SCHEDULE
═══════════════════════════════════════════════════════════════

2.1 FINANCIAL SYSTEM ACCESS CERTIFICATION
Regulatory Driver: SOX Section 404
Frequency: Quarterly (Jan, Apr, Jul, Oct)
Scope: All users with access to SAP, Oracle GL, Treasury

Reviewers:
  PRIMARY: Direct Manager
  SECONDARY: VP Finance / CFO
  TERTIARY: Internal Audit

Completion Deadline: 7 business days
Review Data: User identity, access grant date, last login,
            business justification, SoD conflicts

Decision Options: Certify, Revoke, Modify, Escalate, Request Info

Remediation: Automated removal within 24 hours for revocations

Audit Trail: 7-year retention (SOX requirement)

2.2 PHI ACCESS CERTIFICATION
Regulatory Driver: HIPAA Security Rule §164.308
Frequency: Quarterly (Feb, May, Aug, Nov)
Scope: All users with access to Epic EHR, Patient Portal

Reviewers:
  PRIMARY: Direct Manager
  SECONDARY: Privacy Officer

Enhanced Data: PHI access frequency, unusual patterns,
               after-hours access, break-glass usage

═══════════════════════════════════════════════════════════════
3. SEGREGATION OF DUTIES (SOD) POLICIES
═══════════════════════════════════════════════════════════════

3.1 FINANCIAL SELF-APPROVAL PREVENTION
Regulatory Driver: SOX Section 404
Conflicting Roles: "Purchase Requestor" + "Purchase Approver"
Enforcement: HARD BLOCK (no exceptions)
Rationale: Prevent fraud through self-approval

3.2 DEVELOPMENT AND PRODUCTION SEGREGATION
Regulatory Driver: SOX + Change Management
Conflicting Roles: "Developer" + "Production Administrator"
Enforcement: SOFT BLOCK with CTO approval
Exception Duration: Maximum 90 days with enhanced monitoring

═══════════════════════════════════════════════════════════════
4. AUDIT TRAIL AND COMPLIANCE REPORTING
═══════════════════════════════════════════════════════════════

Retention: 7 years (most stringent requirement)
Quarterly Reports: SOX, PCI-DSS, HIPAA compliance status
Annual Reports: ISO 27001 ISMS compliance evidence
Audit Package: Ready evidence for external audits
This document is immediately ready for:
  • Implementation teams
  • IGA tool configuration
  • Auditor review
  • Regulatory submissions
  • Internal policy publication

💰 Quantified Time and Cost Savings

70%
Time Reduction
8+ weeks saved
85%
Audit Prep Reduction
~4 weeks saved
$39K
First-Year Savings
Per implementation
$42K+
Annual Savings
Ongoing benefits

4. Stakeholder-Specific Benefits

ICA solves unique pain points for each role

For Compliance Officers

👔 Chief Compliance Officer
Pain: "I'm not an IAM expert, but I need to define certification requirements that pass audits."
ICA Solution:
  • ✓ Speaks compliance language (SOX, HIPAA, PCI)
  • ✓ Suggests appropriate review frequencies
  • ✓ Maps to specific regulatory controls
  • ✓ Generates audit-ready documentation
  • ✓ Ensures nothing is missed

For IT Administrators

💻 IGA Administrator
Pain: "I have to implement certification campaigns, but requirements are vague or contradictory."
ICA Solution:
  • ✓ Clear, implementable specifications
  • ✓ Exact review frequencies and reviewers
  • ✓ Documented decision options
  • ✓ Platform-agnostic requirements
  • ✓ Complete audit trail specs

For Auditors

📊 Internal/External Auditor
Pain: "Documentation is incomplete or inconsistent across frameworks."
ICA Solution:
  • ✓ Comprehensive, consistent documentation
  • ✓ Maps controls to regulations
  • ✓ Audit trail specifications
  • ✓ Ready evidence packages
  • ✓ Nothing overlooked

For Managers

👥 Certification Reviewers
Pain: "I get hundreds of certifications with no context."
ICA Solution:
  • ✓ Defines what data reviewers see
  • ✓ Clear decision options
  • ✓ Business justification requirements
  • ✓ Realistic review deadlines
  • ✓ Escalation paths defined

Summary: ICA's Value for Certification & Compliance

Side-by-side comparison of the traditional approach vs. ICA

Challenge Without ICA With ICA
Requirements Gathering 12+ weeks of meetings Under 10 days
Compliance Expertise Hire expensive consultants Built-in regulatory knowledge
Documentation Quality Inconsistent, incomplete Professional, audit-ready
Stakeholder Experience Intimidating spreadsheets Natural conversations
Framework Coverage Miss requirements Comprehensive coverage
Audit Preparation 4-6 weeks scrambling 3 days with ready docs
Cost Per Implementation $50,000+ $12,000
Audit Findings 3-5 findings typical 0-1 findings

Transform Your Certification & Compliance Process

Identity CoAnalyst transforms certification and compliance requirements gathering from a painful, error-prone, 12-week process into a guided, comprehensive, 10-day conversation that produces audit-ready documentation.

✓ 85% time reduction
✓ $42,000+ annual savings
✓ Zero missed requirements
✓ Audit-ready in 3 days