Security Application Replacement Project

Sprint 53 April 27 - May 15, 2026

twllmsn@illinois.edu (Tanya Williamson) — Tue, 03 Feb 2026 10:45:00 CST

**For tracking purposes the task number (SA-XXXX) has been added below.

Planned Tasks:

SA-1197 Error Messages - Standardization.
SA-1237 Inventory of components for standardization.
SA-1268 UX Usability Testing Prep - Tasks.
SA-1303 Convert sketch files to FIGMA.

Development

SA-707 As a USC, I need the ability to submit a request to remove all access for an account, so that the account no longer has enterprise access.
SA-1337 Blank EDW/EDDIE reconciliation page.
SA-1017 Central Schedule Maintenance (Active Profile ID: 540) - New Entitlement.
SA-1021 New Banner Entitlement - Active Profile ID: 607 and 612.

SA-1210 QA Testing - Setting Selection.
SA-1285 Complete QA full testing prior to Focus Group testing.

Analysts

SA-249 As a USC I need the ability to request a new EDW service account - Analysis.
SA-390 Regression Testing - As a USC I need to see details on currently provisioned access so that I can understand how the account received the profile.
SA-1166 Non-Employee Accounts analysis.
SA-1244 My-UI-Financials timeline analysis.
SA-1274 Focus Group Testing outstanding administrative tasks.
SA-1275 Conduct Usability Sessions (Account Search, View Access, Add/Edit).
SA-1276 Review Focus group testing guide and make updates.
SA-1286 AD Groups - Provisioning Decision and Tasks.
SA-1305 Create profile for STU UIUC Grad College Standard Reports.
SA-1304 Add profiles to ARM for Financial Aid EDDIE standard reports.
SA-1309 Tablespace Requests Active profile IDs 1381 and 1377.
SA-1326 Usability Testing outstanding administrative tasks.

Sprint 51 March 2 - March 20, 2026

twllmsn@illinois.edu (Tanya Williamson) — Tue, 03 Feb 2026 10:45:00 CST

**For tracking purposes the task number (SA-XXXX) has been added below.

Completed Tasks:

User Experience

SA-1090 As a USC I need to view profile entitlement names and descriptions so that I may verify I am selecting the correct access.
SA-1182 Adding values to type ahead setting selection modal.

Development

SA-295 As an administrator I need the ability to configure and test in a non-production environment when requests for changes are submitted so that I may ensure updates are working correctly.
SA-976 Entitlement combinations across profiles
SA-1132 Build a request: Reconciliation - shared setting display
SA-1182 Adding values to type ahead setting selection modal
SA-1213 Display and logic issues on the review page
SA-1302 Refactoring for determining related profiles system level/overall
SA-1307 Build a Request: Preliminary Information - USC for only one 900 dept

Analysts

SA-1062 Define and create new EDW AITS Profile for granting UI_DICTIONARY in DSPROD01 to replace OEM_MONITOR.
SA-1094 Build a request: Reconcile issues - EDDIE and Data Warehouse – In-flight request error
SA-1155 Linguistics Dept Test Score Maintenance: Active Profile ID 1446
SA-1215 TESTING - Build a Request: Set Access for Selected Applications Conflicting access message
SA-1216 TESTING - Build a Request: Set Access for Selected Applications Missing Access Verbiage
SA-1250 Analysis on EEO Approvals path forward decision
SA-1253 Administrative Configuration: Temporary Workflow and Auth Groups for EDDIE/EDW Profiles
SA-1267 Analyst tasks - Usability Testing Prep
SA-1286 Documentation for AD Groups - Provisioning
SA-1287 Creation of new Banner account
SA-1313 Build a request: Set access for selected applications
SA-1207 OLAP Cubes - Placeholder for profiles - Finance
SA-1206 OLAP Cubes - Placeholder profiles for menu Student
SA-1205 OLAP Cubes - Placeholder profiles for menu HR
SA-1148 Capital Programs Ad Hoc Reporting (Active Profile ID: 1415)
SA-1249 Decision on hr_query_all (Profile ID: 1340)
SA-1245 FA: Financial Aid Bursar Access - Create profile
SA-1273 Banner Reconciliation Page - duplicate profiles showing in existing access
SA-961 Review TEST Feedback - Admin: Pre-Provision view
SA-973 Review TEST Feedback - Authorizer: Take action on requests
SA-974 Review TEST Feedback - Admin: Take action on requests

Moved to Sprint 52

User Experience

SA-1197 Error Messages - Standardization
SA-1237 Inventory of components for standardization.
SA- 1303 Convert sketch files to FIGMA.

Development

SA-1177 Global stylization of type ahead setting selection modal
SA-1314 Update EDW profile builder with campus selection choices.

Analysts

SA-1236 Create Banner HR/Payroll Profile - Complete Salary Planner Profile entries
SA-1248 Add EDW HR Profile Restrictions
SA-1282 Document Provisioning Oracle access in DSPHIPRD Oracle database (EDW database for HIPAA data).
SA-1309 Document Tablespace Requests Active profile IDs 1381 and 1377

Moved to Sprint 58

SA-357 Document As an administrator I need the ability to submit a request to lock access.
SA-1141 Document As an administrator I need ARM to create new EDW account so that access can be provisioned
SA-1142 Document As an administrator I need ARM to create a new EDW Service account so that access can be provisioned
SA-1283 Document As an administrator I need ARM to remove an EDW account so that access can be deprovisioned.

Sprint 52 March 30 - April 17, 2026

twllmsn@illinois.edu (Tanya Williamson) — Tue, 03 Feb 2026 10:45:00 CST

**For tracking purposes the task number (SA-XXXX) has been added below.

Completed Tasks:

Development

SA-1277 Student standard reports for EDW - Configuration for business reason
SA-1295 Review of all request statuses on pages where they are displayed for USC/Authorizer/Admin
SA-1314 Update EDW profile builder with campus selection choices.

Analysts

SA-1131 Banner HR Time Entry Profiles - Time Entry Profiles (4) (UPB 2026 Decision)
SA-1162 Profile Testing for EDW prior to usability testing
SA-1166 Handling of Non-Employee accounts
SA-1236 Banner HR/Payroll Profile - Complete Salary Planner Profile entries
SA-1241 QA set up for focus group
SA-1248 Add and Test EDW restrictions
SA-1250 Analysis on EEO Approvals
SA-1282 Provisioning Oracle access in DSPHIPRD Oracle database (EDW database for HIPAA data).
SA-1309 Tablespace Requests Active profile IDs 1381 and 1377
SA-1321 Profile Testing for Banner prior to usability testing.
SA-1210 QA Testing - Setting Selection

Continued in Sprint 53:

SA-1197 Error Messages - Standardization
SA-1237 Inventory of components for standardization
SA-1268 UX Usability Testing Prep - Tasks
SA-1303 Convert sketch files to FIGMA

Not started - Moved to Sprint 53:

SA-1210 Further QA testing for pop-up boxes
SA-1285 Complete full QA testing

Sprint 50 February 2 - March 31, 2026

twllmsn@illinois.edu (Tanya Williamson) — Wed, 14 Jan 2026 09:00:00 CST

**Sprint 50 was mostly dedicated to planning.

**For tracking purposes the task number (SA-XXXX) has been added below.

Completed Planning Tasks:

SA-1262 ARM Pilot Proposal Review
SA-1220 Breakdown of tasks for Sprints 51-53
SA-1222 Focus Group Testing Usability Testing Decisions (Search, View, Add/Edit, Submit)
SA-1226 ARM Pilot Feature Decisions
SA-1232 Review and make decisions on outstanding tasks that could be included in Focus Group testing of Search, View, Add/Edit.
SA-1263 Update ARM Pilot Proposal With Outputs from Feature/Epic Review
SA-1239 Focus Group Testing Approach and Test Guide (Account Search, View Access, Add/Edit
SA-1264 Review of ARM Pilot Proposal Updates
SA-1265 Make Pilot Option Decision
SA-1242 ARM Pilot Considerations Documentation/Training
SA-1266 ARM Data Retention Recommendation
SA-1243 Create Sprints for Pilot completion
SA-1225 Create Targeted Timeline Through Pilot

Completed Application Tasks:

SA-1086 As a user of ARM I need 2FA enabled so that the application is kept secure.
SA-1147 Create myProposals for IRB and ACC Compliance Officers Ad Hoc Reporting and OVCR Central Office Ad Hoc Reporting (Active Profile ID: 1386 and Active Profile ID: 1382))
SA-1149 Create Unit Business Managers Ad hoc Reporting (Active Profile ID: 1332)
SA-1192 Create Student Employment Office (Banner HR/Payroll) (Active Profile: 1451)
SA-1193 Create Student Employment Office Staff (Banner HR/Payroll) (Active Profile ID: 1456)
SA-1090 Restrict View Access by USC Purview (Determine path forward)
SA-1192 Create Student Employment Office (Banner HR/Payroll) (Active Profile: 1451)
SA-1200 Remove "Save for Later" button in preparation for focus group testing
SA-1211 MyUI Financials Proposal Documentation
SA-1219 Create Banner Finance - Inventory Banner FIN profiles in ARM and create tasks for all remaining profiles
SA-1251 Create Student Standard Report Profiles - Decision on Business Reason

Moved to Sprint 51

SA-1182 Edit values in pop-up box
SA-976 Entitlement combinations across profiles
SA-1177 Adding type ahead value in setting pop-up - corrections/Global stylization of type ahead setting selection modal.
SA-976 Entitlement combinations across profiles

Moved to Sprint 52

SA-1227 Pilot USC's and Support

Moved to Sprint 71

SA-1230 Focus Group Testing Prior to Pilot
SA-1228 Begin Analysis on Features/work Post Pilot Kick-Off
SA-1229 Add Planned Work after Pilot to the Project Timeline

Moved to Sprint 74:

SA-1190 Restrict View Access by USC Purview decision complete. Moved to Pre-Pilot Tasks.
SA-390 As a USC I need to see details on currently provisioned access so that I can understand how the account received the profile.

Sprint 49 January 5 - 23, 2026

twllmsn@illinois.edu (Tanya Williamson) — Mon, 05 Jan 2026 09:45:00 CST

Completed User Stories/Tasks:

User Experience:

SA-1198 Build a request: Preliminary information - Update USC department selection method
SA-1186 Specify Settings Pop-up for HR Org Code - error message

Development:

SA-1199 Build a request: Set access for selected applications - Don't display topic or main category if there are no profiles available to USC
SA-1208 Build a request: Reconcile issues - EDDIE and Data Warehouse - Shared Setting
SA-1171 Build a Request-Shared setting Data Restriction Profiles (VPD) cannot be provisioned without a corresponding profile
SA-1180 Shared Setting - Jump Messaging

QA Testing:

SA-1204 Continue QA testing - Add/Edit Access

Analysts:

SA-1149 Create Unit Business Managers Ad hoc Reporting (Active Profile ID: 1332)
SA-1212 Banner HR/Payroll Profile Restrictions - Create crosswalk data
SA-1211 MyUI Financials Proposal Documentation

In Progress - Moved to Sprint 50

SA-1090 As a USC I need to view profile entitlement names and descriptions so that I may verify I am selecting the correct access.
SA-390 As a USC I need to see details on currently provisioned access so that I can understand how the account received the profile.
SA-1177 Adding type ahead value in setting pop-up - corrections/Global stylization of type ahead setting selection modal.
SA-1193 Create Student Employment Office Staff (Banner HR/Payroll) (Active Profile ID: 1456)
SA-1190 Restrict View Access by USC Purview (Determine path forward)
SA-1182 Edit values in pop-up box
SA-976 Entitlement combinations across profiles

Moved to Sprint 52

SA-1197 Build a request: Preliminary information - Error message needed when no USC department selected

Moved to Backlog for future sprint planning (to focus on USC Focus Group testing prep):

SA-1181 As an authorizer in ARM I need the ability to view related profile information so that I may make appropriate decisions on a request.

Sprint 48 Nov 17 - Dec 12, 2025

twllmsn@illinois.edu (Tanya Williamson) — Fri, 14 Nov 2025 10:45:00 CST

Sprint Completed User Stories/Tasks:

As a USC I need to view the My UI Financials and Data Warehouse shared settings so that I may understand existing access. Determine path forward in ARM ( Document Option details)
As a USC I need the ability to request historical shared setting values that grant access so that I can see data from historical hierarchies
Build HR Banner Profile - EPAF - Finance User (Multi-Year Encumbering Process) Setup and Entitlements
QA Testing - Add/Edit Access
Prevent duplicate settings from being added in pop-up
Create USC current page indicator
Adding restrictions for finance profiles
HR Banner Profile - Add Master Salary Planner and Salary Planner (Campus added) Profiles

Moved to Sprint 49:

As a USC I need to see details on currently provisioned access so that I can understand how they received the profile.
As a USC I need to view profile entitlement names and descriptions so that I may verify I am selecting the correct access.
As an authorizer in ARM I need the ability to view related profile information so that I may make appropriate decisions on a request.
Adding type ahead value in setting pop-up - corrections
Analysis on Reconciliation Page for EDW

Moved to Sprint 50:

As a USC I need to follow progress of each request I have submitted.
As a USC I need the ability to cancel a (sub)component of a request so that the correct access is requested.

Sprint 47 Oct 20 - Nov 7, 2025

twllmsn@illinois.edu (Tanya Williamson) — Fri, 17 Oct 2025 09:00:00 CDT

Completed User Stories/Tasks:

As a 900 level USC, I need the ability to designate a 100, 200, or 400 level campus so that I can view profile and associated setting value information related to those campus designations.
Banner HR Time Entry Profiles - Create Time Entry Superuser Profile in ARM
View Access:
- QA Testing
- Add download button for Authorizer
- Add request history for Authorizer
Role selection dropdown - update the word "View" to "Role".
Updates to correct bug in processing on EDW Department VPD upon denial of data profile.
Updates to Build a Request: Reconcile page duplicate profile display when adjusting shared HR VPD setting.

Continue in next sprint:

As a USC I need to follow progress of each request I have submitted.
As a USC I need the ability to cancel a component of a request so that the correct access is requested.
As a USC I need to see details on currently provisioned access so that I can understand how they received the profile.
As a USC I need to view the My UI Financials and Data Warehouse shared settings so that I may understand existing access.
As a USC I need the ability to request historical shared setting values that grant access so that I can see data from historical hierarchies.
HR Banner Profile - Additional Entitlements Setup
- Salary Planner (GUAUSRL Salary Planner, NSASPSC)
Build profile for Unit Business Managers Ad hoc Reporting (Active Profile ID: 1332)

Moved to Backlog: (not priority for Focus Group Testing Milestone)

As a group that manually provisions/de-provisions system access, I need to request information so that I can provision/deprovision access.

Sprint 46 Sept 22 - Oct 10, 2025

twllmsn@illinois.edu (Tanya Williamson) — Mon, 22 Sep 2025 16:00:00 CDT

Completed User Stories/Tasks

As a USC I need to view the My UI Financials and Data Warehouse shared settings so that I may understand existing access. - Begin Analysis
As a USC I need to download an employee's access so that I may view different formats.
As a 900 level USC, I need the ability to designate a 100, 200, or 400 level campus so that I can view profile and associated setting value information related to those campus designations. UX design has been completed.
As an Authorizer I need to navigate to search an account so that I can view account access in order to make authorization decisions.
View Access test plan creation.
USC - My Submissions Accessibility fixes.
Human Resources Data Restriction (VPD) for Data Warehouse creation.
HR Banner Profile - Additional Entitlements Setup
- PSAECLS & NTRALVL Setup

Moved to Sprint 47

As a USC I need to follow progress of each request I have submitted.
As a USC I need the ability to cancel a component of a request so that the correct access is requested.
As a USC I need to see details on currently provisioned access so that I can understand how they received the profile.
HR Banner Profile - Additional Entitlements Setup
- Salary Planner (GUAUSRL Salary Planner, NSASPSC)

Sprint 45 Aug 25 - Sept 12, 2025

twllmsn@illinois.edu (Tanya Williamson) — Thu, 21 Aug 2025 12:15:00 CDT

Completed User Stories/Tasks:

Aa a USC I need to designate the department I am acting on behalf of if I am affiliated with multiple departments so that the request is associated with the correct unit.
Build a request: Reconcile issues - EDDIE and Data Warehouse – Text Updates
Work on Banner HR Time Entry Profiles
Build a request: Reconcile issues - EDDIE and Data Warehouse – Justification display scenarios, no justification on removals.
Account Search Documentation
Build a request: Reconcile issues - EDDIE and Data Warehouse – SSN Justification
Update label on the Authorizer Action page from “justification” to
- “Submitted Business Reason“.
- For SSN box should display text “Submitted SSN Business Reason”.
Build a Request: Review - Update the UX design for display of profiles that were brought forward into the request due to a change to their shared setting(s)
Build Accounts Receivable Global Proxy Access Profile
Build a request: Review - EDW bug fixes

Sprint 44 July 28 - Aug 15, 2025

twllmsn@illinois.edu (Tanya Williamson) — Thu, 24 Jul 2025 16:00:00 CDT

Completed Tasks:

Finance Approver update to display Chart of Accounts.
Build a Request Review - Updates to text for application consistency and entitlements display
Build a request: Reconcile issues - EDDIE and Data Warehouse – Retain justification text
Build a request: Reconcile issues - EDDIE and Data Warehouse – Justification requirements
PTRUSER checkbox coding for Benefit Administrator Profile
External services outages monitoring feature for Midpoint, Redis, BI Web Service, various databases, Email service, etc.
Account Search page documentation
- Display associated HR2 accounts
- Alert for Separated Employee
Updates to Request Submitted page verbiage.
Default Finance setting display updates

Moved to next sprint:

Build Banner Time Entry Profiles

Sprint 43 June 30 - July 18, 2025

twllmsn@illinois.edu (Tanya Williamson) — Wed, 25 Jun 2025 11:15:00 CDT

Completed Tasks:

User Experience - Update Front end files for Authorizer Inbox, Admin Inbox, Reconciliation pages and Add/Edit (Build a request: Set access for selected applications.
User Experience - Update Design Standard Resources.
QA test Account Search screen
Account Search Documentation
Reconciliation page formatting
Analyst testing:
- Finance Banner Profiles
- Banner Self-Service Role Entitlement
- Authorizer Request Inbox design updates
- Authorizer inbox accessibility updates
- Admin Inbox design and development updates
- Admin Inbox Accessibility updates
- View Access design updates
EDW Student UIC and UIS Profile Authorization set up
Banner Student UIC Profile Authorization set up
Simplify profile service public interface (development)
Updates to the Feature Toggle Service for ARM (development)

Sprint 42 June 2 - June 20, 2025

twllmsn@illinois.edu (Tanya Williamson) — Mon, 02 Jun 2025 11:15:00 CDT

User Stories in this Sprint:

As a USC I need an alert when an account I've searched has an active netid that is different then their active enterprise ID so that I know I'm taking action for the correct account.
As a USC I need an alert when an account I've searched has a previous enterprise ID so that I am aware of previous account information.
As a USC I need an alert when an account I've searched has no active HR job record so that I am aware of the type of employee associated with the account.
As a USC I need to view identity information for an account I've returned in a search so that I know I'm taking action for the correct user.
As a USC I need to view all current access for an account so that I may have all information needed to submit the request.
As an authorizer, I need to view request information for access so that I can approve or deny.
As an administrator I need the option to view and take action on all pending access requests before provisioning so that I can ensure proper processing.

Completed Tasks:

Update Account Search QA test documentation
View Access Hierarchy updates - Testing
Add Eddie and EDW Other enterprise application profiles
View Access design updates
Create two profiles under default and access settings topic (shared setting) for Other Enterprise Apps category: "Archibus and AiM Data Restriction (VPD) for Data Warehouse" and additional default profile.
Account Search updates
Bug fix for Deprovisioning of Banner Profiles
Account Search Functional Documentation - Alerts
Back end coding for Workflow Service

Continue in Sprint 43

HR Banner Profile Testing
Admin Inbox Accessibility fixes - Testing
Authorizer Inbox Accessibility fixes - Testing
Admin Inbox implement design updates - Testing
Authorizer Request Inbox implement design updates - Testing
Analysis of Default Finance profile
Develop Banner Self-Service Role Entitlement
View Access design updates
Finance Profiles - Testing

Sprint 41 May 5 - May 23, 2025

twllmsn@illinois.edu (Tanya Williamson) — Thu, 01 May 2025 11:30:00 CDT

User Stories in this Sprint:

As a USC I need to view all current access for an account so that I may have all information needed to submit the request.
As a USC when requesting access I need to view profile and application names and descriptions, including profile entitlements so that I may select the correct access.
As a USC I need to be able to select enterprise access for categories outside of Student, HR and Finance access.
As an authorizer, I need to have the ability to take ownership of any request sent to my assigned approval group(s) so that I can take action on the request.

Completed Tasks:

Add Eddie and EDW Other enterprise application profiles to ARM.
General Person Maintenance (Active Profile ID: 172) - setting updates.
Restricted Access – General Person Query supporting information fix and testing.
Restricted Access – Alternate ID Search supporting information fix and testing.
Organization Level Access setting updates.
Begin Account Search screen functional documentation.
Add Banner Other Category profiles.
Test the Build a request: Set access for selected applications page updated design.
Authorizer Request Inbox implement design updates.
Implement Build a request: Set access for selected applications page updates
Identity with UIN but no Netid/Enterprise ID design and verbiage updates.

Moved to Sprint 42:

View Access Hierarchy updates.
View Access design updates.
Authorizer Inbox Accessibility fixes.
Admin Inbox Accessibility fixes.
Admin Inbox design updates.
HR Banner profile testing
Default Finance profile testing
Account Search Updates

Sprint 40 April 7 - April 25, 2025

twllmsn@illinois.edu (Tanya Williamson) — Wed, 02 Apr 2025 13:45:00 CDT

Completed Tasks:

Prep documentation for QA testing.
Discovery and analysis on the "Other" application hierarchy.
UX - Design updates to Build a request: Set access for selected applications page.
UX - Authorizer Request Inbox updates.
UX - USC, Authorizer and Admin Inbox accessibility fixes.
UX - Review and documentation of navigation and verbiage updates to the View Access page
DEV - Update order selection (Active Profile ID: 221) -Specify settings for Pre-Registration and Registration Ad hoc Reporting.
DEV - Update order selection (Active Profile ID: 241) -Specify settings for Registration Census Ad hoc Reporting.
DEV - Update order selection for (Active Profile ID: 440) - Specify settings for Student Data Restriction (VPD) for Data Warehouse.
DEV - Update order selection for (Active Profile ID: 420) - Specify settings for HR Data Restriction (VPD) for Data Warehouse.
DEV - Update order selection (Active Profile ID: 446 ) -Specify settings for Financial Aid Ad hoc Reporting.
DEV - Update order selection (Active Profile ID: 447 ) -Specify settings for Financial Aid Census Ad hoc Reporting.
DEV - Quick Admissions Maintenance (Active Profile ID: 550) - Setting issues - bug fix.
DEV - Account Search - Enterprise ID different then Netid - bug fix.
DEV - Workflow engine updates to ensure multi-approval requests are triggered.
DEV - Account Search - Display of Additional Netids bug fix.
TEST - Build a request: Set access for selected applications

Tasks moved to continue in Sprint 41:

Documentation on the Account Search screen.
DEV - Authorizer Request Inbox updates.

Sprint 39 March 10- March 28, 2025

twllmsn@illinois.edu (Tanya Williamson) — Sat, 08 Mar 2025 10:45:00 CST

User Stories in this Sprint:

Authorizer Inbox:

As an authorizer, I need to have the ability to take ownership of any request sent to my assigned approval group(s) so that I can take action on the request.

USC Add/Edit Access:

As a USC when requesting access I need to view profile and application names and descriptions, including profile entitlements so that I may select the correct access.
As a USC I need the system to prevent me from requesting conflicting profiles.

Administration:

As an administrator I need to manage workflows and access request screens so that they remain current

Provisioning:

As an administrator I need access requests to auto-(de)provision when possible so that manual provisioning is not necessary.

Completed Tasks:

UX design updates on Add/Edit Reconciliation Page.
Hold Maintenance (Active Profile ID: 151) - Removing entitlements/profile bug fix.
Test Student Banner Profiles General Person and Recruiting and Admissions
Code for for Eddie/EDW HR conflicting profiles.
Create Analyst view of profile authorization workflow data.
ARM performance enhancements.

Sprint 38 February 10 - February 28, 2025

twllmsn@illinois.edu (Tanya Williamson) — Tue, 04 Feb 2025 11:15:00 CST

User Stories in this Sprint:

Provisioning:

As a administrator I need the system to process pending requests automatically so that requests are systematically pushed through to provisioning/deprovisioning.
As an administrator I need access requests to auto-(de)provision when possible so that manual provisioning is not necessary.

Administration:

As an administrator I need the option to view and take action on all pending access requests before provisioning so that I can ensure proper processing.

USC Add/Edit Access:

As a USC, I need the ability to see changes to settings on the review page so that I can confirm the information is correct for the request.

Workflow/Approvals:

As an authorizer, I need to see shared setting values so that I can make a decision on requested access.

Completed Tasks:

Test provisioning for Banner Student profiles/access
Build EDW HR profiles in DEV
UX design of additional functionality on the "Build a request: Set access for selected applications" page
Work on UX Design Documentation resources
Development/Coding for Graduation Processing Maintenance access.
Development/Coding for EDW HR VPD
Development/Coding for "Account Returned" page
Development/Coding System Access Management Review Page
Development/Coding for design updates for Banner Reconciliation Page
Development/Coding for design updates for EDW Reconciliation Page
Development/Coding for Finance Approver access - Setting
Requirements tracking updates.

Sprint 37 January 13 - January 31, 2025

twllmsn@illinois.edu (Tanya Williamson) — Mon, 13 Jan 2025 10:00:00 CST

User Stories in this Sprint:

Provisioning:

As a administrator I need the system to process pending requests automatically so that requests are systematically pushed through to provisioning/deprovisioning.
As an administrator I need access requests to auto-(de)provision when possible so that manual provisioning is not necessary.

Administration:

As an administrator I need the option to view and take action on all pending access requests before provisioning so that I can ensure proper processing.

USC Add/Edit Access:

As a USC, I need the ability to see changes to settings on the review page so that I can confirm the information is correct for the request.

Workflow/Approvals:

As an authorizer, I need to see shared setting values so that I can make a decision on requested access.

Completed Tasks:

Test provisioning for Banner Student Profiles
Test Graduation Processing Maintenance
Initiate development of EDW HR VPD Profile
Initiate development of System Access Management pending work (Inbox)
Development on mismatch of netid and enterprise id
Add HR/Banner Profiles to DEV
Begin application technical template
UX design of EDW reconciliation page
UX design of Banner reconciliation page
Send out 3 application surveys to application owners
Continue with requirements tracking document build.
Complete UX design documentation resources (Documentation of CSS/SASS files).

Moved to backlog for future prioritization:

UX/DEV review of Build a request set access for selected applications page.

Sprint 36 December 9 - January 3, 2025

twllmsn@illinois.edu (Tanya Williamson) — Mon, 09 Dec 2024 08:00:00 CST

User Stories in this Sprint:

Provisioning:

As a administrator I need the system to process pending requests automatically so that requests are systematically pushed through to provisioning/deprovisioning.
As an administrator I need access requests to auto-(de)provision when possible so that manual provisioning is not necessary.

Administration:

As an administrator I need the option to view and take action on all pending access requests before provisioning so that I can ensure proper processing.

Account Search Redesign:

As a USC I need to search for an account so that I may review or take action on the account,

USC Add/Edit Access:

As a USC, I need the ability to see changes to settings on the review page so that I can confirm the information is correct for the request.

Workflow/Approvals:

As an authorizer, I need to see shared setting values so that I can make a decision on requested access.

Completed Tasks:

Creation of postgres TEST environment.
Test provisioning of Banner Student profiles with settings.
Student authorization group review with clients.
Functional analysis on change setting display on the select profile and review screens.
Reconciliation scenario design requirements and analysis.
Continue development workflow:
1. Code refactoring of the Workflow Service
2. Implementing the ability for the workflow to execute tasks with a delay.
3. Narrow down the workflow configuration to the database.
4. Workflow status obesrvability and failure description improvements
Development of Add/Edit redesign to set profiles.
UX Design - Clean up of GITHUB and creation of HTML templates for Header/Main/Footer.
Application Questionnaires - Send out 3 questionnaires for priority applications.

Moved to Next Sprint:

Update test plan and documentation for add/edit redesign.
Begin initial template for application connectors.
UX Design - Creation of design documentation.

Sprint 35 November 11 - November 29, 2024

twllmsn@illinois.edu (Tanya Williamson) — Mon, 11 Nov 2024 11:00:00 CST

User Stories in this Sprint:

Provisioning:

As a administrator I need the system to process pending requests automatically so that requests are systematically pushed through to provisioning/deprovisioning.
As an administrator I need access requests to auto-(de)provision when possible so that manual provisioning is not necessary.

Administration:

As an administrator I need the option to view and take action on all pending access requests before provisioning so that I can ensure proper processing.

Account Search Redesign:

As a USC I need to search for an account so that I may review or take action on the account,

USC Add/Edit Access:

As a USC, I need the ability to see changes to settings on the review page so that I can confirm the information is correct for the request.

Workflow/Approvals:

As an authorizer, I need to see shared setting values so that I can make a decision on requested access.

Completed Tasks:

Testing Banner Default Finance (Active Profile ID: 150) shared setting,
Testing Banner HR Employee Class (Active Profile ID: 920) shared setting.
Testing Banner HR Org Code (Active Profile ID: 932) shared setting.
Development of Add/Edit Redesign - Account Search, Account Return, Review, Additional Information, Submit and Confirm pages.
UX HTML creation for System Access Management - Admin Pages
Backlog Refinement - Audit Certification and Documentation User Stories
Application Questionnaires - Send out 3 questionnaires for priority applications.

Sprint 34 October 14 - November 1 , 2024

twllmsn@illinois.edu (Tanya Williamson) — Tue, 05 Nov 2024 15:15:00 CST

User Stories in this Sprint:

Provisioning:

As an administrator I need access requests to auto-(de)provision when possible so that manual provisioning is not necessary.
As a administrator I need the system to process pending requests automatically so that requests are systematically pushed through to provisioning/deprovisioning.

Administration:

As an administrator I need the option to view and take action on all pending access requests before provisioning so that I can ensure proper processing.

USC Add/Edit Access:

As a USC when starting a request for access I need to browse by Main Category so that I may view available access.
Completed Tasks:

UX Initial Design - System Access Management Administration
Add/Edit Redesign - Browse by Main Category development.
Development of Banner Finance and HR Shared Settings.
Provisioning of Banner profile - Development.
Application information gathering for technical design: Service Desk Manager, Knowledge Base (answers.com), Team Dynamix
Identification of non-payroll staff. (develop queries and analysis)
Present proposal of student authorization groups to clients for confirmation and feedback.
Backlog refinement of Audit/Certifications and USC Resources

Sprint 33 September 16 - October 4, 2024

twllmsn@illinois.edu (Tanya Williamson) — Thu, 12 Sep 2024 11:30:00 CDT

User Stories in this Sprint:

Approval Process:

As an authorizer, I need to view request information for access so that I can approve or deny.
As an authorizer I need the ability to request more information from the requesting USC so that I can approve or deny the request.
As an authorizer, I should not be able to take ownership of requests for my own access or access requests I have submitted as a USC so that segregation of duties policies are followed.
As an authorizer if I am also a USC I need to select a role so that I can complete work in the ARM application.
As an authorizer, I need to have the ability to take ownership of any request sent to my assigned approval group(s) so that I can take action on the request.
As an authorizer I need to take action on a request so that the request workflow can proceed.

Completed Tasks:

Develop query logic for Identification of non-payroll staff.
Schedule and potentially present proposal of fin-aid authorization groups for confirmation and feedback.
Developer testing of action page justification notes.
Gather and document information on the Master Application Spreadsheet (for 2 apps).
Backlog refinement of administrative and audit user stories

Continuing in Sprint 34

Schedule and potentially present proposal of student authorization groups for confirmation and feedback.
Development of Banner Finance and HR shared settings.

Sprint 32 August 19 - September 6, 2024

twllmsn@illinois.edu (Tanya Williamson) — Fri, 16 Aug 2024 11:30:00 CDT

User Stories in this Sprint

Approval Process:

As an authorizer, I need to view request information for access so that I can approve or deny.
As an authorizer I need the ability to request more information from the requesting USC so that I can approve or deny the request.
As an authorizer, I should not be able to take ownership of requests for my own access or access requests I have submitted as a USC so that segregation of duties policies are followed.
As an authorizer if I am also a USC I need to select a role so that I can complete work in the ARM application.
As an authorizer, I need to have the ability to take ownership of any request sent to my assigned approval group(s) so that I can take action on the request.
As an authorizer I need to take action on a request so that the request workflow can proceed.

Add/Edit Redesign:

As a USC I need to view profiles based on the topics selected and add one or more profiles so that I may determine my selections.
As a USC when starting a request for access I need to browse by topic area so that I may view available access.
As a USC I need a message to inform me of selections that need additional review so that I may make the appropriate decision

Completed Tasks:

Analysis and Identification of non-payroll staff. Develop query logic/Banner database indicators to identify pseudo “employees” who are not truly on university payroll.
Development of HTML code for access requiring approvals. (Code for claiming, take action and history complete).
Development work and testing on complex scenarios for requesting multi-campus access for Banner student and resulting workflow process. (Related to Banner FGAC and VPD)
Document detailed requirements for shared setting scenarios.
Backlog Refinement: Continue to break down User Stories and acceptance criteria for transfers.
UX design for justifications, restrictions and prerequisites for access requests.

Sprint 31 July 22 - August 9, 2024

twllmsn@illinois.edu (Tanya Williamson) — Thu, 18 Jul 2024 08:30:00 CDT

User Stories in this Sprint

Approval Process:

As an authorizer, I need to view request information for access so that I can approve or deny.
As an authorizer I need the ability to request more information from the requesting USC so that I can approve or deny the request.
As an authorizer, I should not be able to take ownership of requests for my own access or access requests I have submitted as a USC so that segregation of duties policies are followed.
As an authorizer if I am also a USC I need to select a role so that I can complete work in the ARM application.
As an authorizer, I need to have the ability to take ownership of any request sent to my assigned approval group(s) so that I can take action on the request.
As an authorizer I need to take action on a request so that the request workflow can proceed.

Add/Edit Redesign:

As a USC I need to view profiles based on the topics selected and add one or more profiles so that I may determine my selections.
As a USC when starting a request for access I need to browse by topic area so that I may view available access.
As a USC I need a message to inform me of selections that need additional review so that I may make the appropriate decision

Moved to Sprint 32:

Analysis and Identification of non-payroll staff. Develop query logic/Banner database indicators to identify pseudo “employees” who are not truly on university payroll.
Development of HTML code for access requiring approvals.
Document detailed requirements for shared setting scenarios.
Development work and testing on complex scenarios for requesting multi-campus access for Banner student and resulting workflow process. (Related to Banner FGAC and VPD)
UX design for justifications, restrictions and prerequisites for access requests.

Moved to Backlog:

Create a job aid for creating profile definitions.

Completed Tasks:

Backlog Refinement: Continue to break down User Stories and acceptance criteria for keeping access, locking access and transfers.
Analysis of access approval groups.

Sprint 30 June 24 - July 12, 2024

twllmsn@illinois.edu (Tanya Williamson) — Mon, 17 Jun 2024 11:30:00 CDT

User Stories in this Sprint:

Approval Process:

As an authorizer, I need to view request information for access so that I can approve or deny.
As an authorizer I need the ability to request more information from the requesting USC so that I can approve or deny the request.
As an authorizer, I should not be able to take ownership of requests for my own access or access requests I have submitted as a USC so that segregation of duties policies are followed.

Request Access Redesign:

As a USC I need to view profiles based on the topics selected and add one or more profiles so that I may determine my selections.
As a USC when starting a request for access I need to browse by topic area so that I may view available access.

Completed Tasks:

UX Add/Edit (Request Access) Redesign
- Meet with small group to review mock-ups for feedback.
- Present to project team.
- Present to focus group for feedback.
Begin development of code with provided HTML
Approval Foundation
- Test bigger/more complex requests that include Banner, LDAP, and EDW profiles to ensure reconciliation pages and workflows are functioning correctly.
Audit Queries
- Continue with Identifying new profiles (names and descriptions) for queries with no current profile associated and add to spreadsheet.
Backlog Refinement
- Continue with analysis for remove all access and keep access, process.

Sprint 29 May 29 - June 14, 2024

twllmsn@illinois.edu (Tanya Williamson) — Fri, 24 May 2024 07:00:00 CDT

User Stories in this Sprint:

Approval Process:

As an authorizer, I need to view request information for access so that I can approve or deny.
As an authorizer I need the ability to request more information from the requesting USC so that I can approve or deny the request.
As an authorizer, I should not be able to take ownership of requests for my own access or access requests I have submitted as a USC so that segregation of duties policies are followed.

Request Access Redesign:

As a USC I need to view profiles based on the topics selected and add one or more profiles so that I may determine my selections.
As a USC when starting a request for access I need to browse by topic area so that I may view available access.

Completed Tasks

Backlog Refinement - Provisioning
- Manual Review
- Manual Provisioning
- Auto Provisioning
Development of Reconciliation Page
- Backend development of scenarios that trigger further review and decisions.
- Backend development of confirmation page
- Backend development of preventing conflicting access/profiles
Testing of Approval/workflow process
Investigate auditor queries and create any non-existing profiles
UX creation of HTML for Approval/Workflow Pages

Moved to Sprint 30:

Request Access UX Redesign
- Co-entitlements
- Navigation
- Type ahead component fix