Portal User Guide › Running Self-Service Tasks › General Self-Service Functions › Suggesting Entities

Suggesting Entities

The CA RCM Portal takes advantage of the advanced pattern recognition technology provided by the CA RCM. This technology is utilized when you request that a CA RCM Portal's Self-Service task provide you with relevant suggestions, in various situations. For example, if you are seeking appropriate roles to add to your team's role assignments, using the Suggest Roles service will provide you with a weighted list of roles, where the weight is the result of pattern based analysis. For further information concerning the weights applied to the CA RCM pattern recognition technology see the DNA User Guide.

This service is provided for users, roles and resources as required.

The CA RCM Portal bases its suggestions on several available patterns. Not all patterns are available for all entities. The Suggest [Entities] service is available when you are requesting a suggestion for a recommended user, role or resource. The available options depend on the Self-Service task that is calling for the Suggest [Entities] service. The pre-defined patterns are:

Matching Rights

Used only for roles.

HR Pattern

Used for both roles and resources.

Privileges Pattern

Used for both roles and resources.

Matching Rule

Used only for roles.

Each one of these patterns is documented in detail in the DNA User Guide.

The pattern matching results appear in the columns of the relevant table:

• For provisioning tasks, the results appear in the Other Roles table.
• For role definition tasks, the results appear in the entity's designated table.

For the purposes of understanding what the CA RCM Portal is suggesting, the following table explains the logic behind these patterns:

Matching rights

The CA RCM looks at the current user's resources, which correlate (according to a given %) with the selected role's assigned resources, and suggests to enroll the current user in the selected role. The equivalent in the CA RCM DNA: "In/Out of Pattern": User matching.

HR Pattern

The CA RCM looks for users that are similar to the current user in terms of human resources attributes, and then looks at the common (limited by a pre-selected threshold) roles linked to those users, and suggests to add (some of the) common roles to the current user. The equivalent in the CA RCM DNA: "In/Out of Pattern": Propose new roles for users (by Human Resources).

Privileges Pattern

A generalized form of Matching Rights. The CA RCM looks at the current user's resources and compares them to the resources that other users have, and based on a pre-determined level of pattern matching, suggests to add (some of the) roles that the other users have, to the current user. The equivalent in the CA RCM DNA: "In/Out of Pattern": Propose new roles for users (by Privileges).

Matching Rule

The CA RCM looks at the role's rule, and finds the users that match the rule, but are not linked to the role, and suggests adding those users to the role. The equivalent in the CA RCM DNA: "In/Out of Pattern": Identify users matching rule based roles.

For more information see the DNA User Guide, In/Out of Pattern Entities.

When you request suggestions for more than one user, the table lists the number of users that match out of the number of selected users ([matching]/[selected]).

Click Suggest [Entity] to activate this service as part of a provisioning task. The table in which it is located changes and contains following columns:

In a Provisioning task screen, click a highlighted link in the Details column and further information about the users and how they match the specific role/resource appears in a separate browser window.

Click in the upper right-hand corner to close the window.

The Enrolled column, which appears in Role Definition task screens, provides the number of selected users/resources linked to this resource/user.