Portfolio check by entity list

Planned capability to run entity-level checks against mapped obligations when entity data integration is available.
important
This feature is described as roadmap functionality and may not be available in your environment.

Overview

If your organization uses common entity data in ONESOURCE, OCH supports entity-level checks against mapped obligations.

Common workflow

  • Admins turn on Entities integration (when available).
  • Upload your entity list and run a portfolio check.
  • Review obligations per entity and follow up with process owners.