Service Automation

Proactive Detection of Products with Missing Resource Owner Assignments
In Self Service, products can be configured with approval workflows that use a Resource Owner approver. However, there is currently no central overview that shows products where a Resource Owner approval step is configured while no valid Resource Owner Group is available. This can occur when: No Resource Owner Group is configured for the product. A Resource Owner Group is configured but contains no members. In these situations, the issue is often only discovered after an end user submits a request. Depending on the configuration, the requester can manually report that no approver is available. To do this, the user must navigate to My Products, open the requested product, and review the Request Timeline to identify that no Resource Owner could be found. This process is difficult to discover for end users and places the responsibility for identifying configuration issues on the requester rather than on HelloID administrators. As a result, misconfigured products can remain unnoticed for a long period of time and may only be identified after failed or delayed requests. Proposed solution Add a new governance/reporting view within the Self Service section of the Manage Portal that identifies products with potentially invalid Resource Owner configurations. The overview should list products where: A Resource Owner approval step is present in the approval workflow. No Resource Owner Group is configured. The configured Resource Owner Group contains no members. Suggested location: Manage Portal → Self Service → 'Resource Owner Validation' (or similar) Additional enhancements Display warnings directly in the product configuration page when a Resource Owner approval step is configured but no valid Resource Owner Group is available. Provide proactive notifications or health-check alerts to HelloID administrators. Allow filtering and exporting the affected products. Business value Prevents approval issues before end users submit requests. Improves governance and configuration quality. Reduces support tickets and troubleshooting effort. Shifts issue detection from end users to administrators. Helps administrators proactively identify and resolve misconfigured products. Improves the overall Self Service user experience by preventing approval failures caused by missing Resource Owners.
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Allow requesting roles (bundled products) for end users with dependency-aware provisioning and deprovisioning
When using the self-service functionality in HelloID Service Automation, end users currently request individual products one at a time. While this works functionally, it can be inefficient and does not align well with real-world scenarios where access is typically granted based on roles or job functions. In many organizations, access to applications and services is grouped into roles (e.g. department roles, project roles, or job-based access). These roles often consist of multiple underlying products. Currently, end users must request each product individually, which increases complexity and does not reflect how access is logically structured. Requested Enhancement Introduce the ability for administrators to define roles that consist of one or more products, and allow end users to request these roles through the self-service portal. When a role is requested: The end user submits a single request for the role HelloID provisions all underlying products linked to that role Each product has its own workflow or there is a workflow defined at the role level Additionally, the system should support dependency-aware deprovisioning: When a role is revoked, HelloID evaluates whether underlying products are still assigned via other roles A product should only be deprovisioned when it is no longer linked to any active role or assignment for that user This ensures that access is not unintentionally removed when multiple roles grant the same product Example Scenario An employee requests the “Finance Employee” role via self-service. This role includes access to: Financial system Reporting tool Shared finance drive HelloID provisions all associated products. Later, the employee also receives a “Project Controller” role, which includes the reporting tool. When the “Finance Employee” role is revoked, HelloID detects that the reporting tool is still assigned through the “Project Controller” role and does not remove access. Only when the last role granting that product is removed will the product be deprovisioned. Business Value This improvement aligns access management with real-world role-based access models, reduces the number of individual requests for end users, and improves usability of the self-service portal. It also increases reliability and governance by preventing unintended access removal through dependency-aware deprovisioning. Additionally, it reduces administrative overhead by allowing administrators to centrally manage product groupings via roles instead of maintaining large numbers of individual product requests.
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