Configuring Inventory Hierarchies

The inventory hierarchies feature helps to empower a flexible approach to establishing relationships between inventory records and roll-up relevant risk and compliance information.

Inventory hierarchies will make risk management easier, more customizable, and more manageable by allowing users to:



Represent complex ecosystems

: As a customer, you will have greater flexibility to represent your full OneTrust ecosystem. Users can maintain and relate a hierarchy of inventories as granular or abstract as one would like.

View down-stream risk and controls from a centralized location

: As a customer, you can measure and track risk and compliance across a complex environment. Roll-up risks and controls ondown-streaminventories to provide a holistic view of risks across the enterprise.

To create a hierarchy relationship

Before creating a hierarchy relationship, configure your risk scoring methodology in Global Settings. For more information, see Risks Settings. The risk scoring settings configured in Global Settings will now apply to all downstream inventories.

  1. On the IT & Security Risk Management menu, select and open the inventory type you would like to configure.

    The Inventory Details screen appears.

  2. Select the Related tab.


  3. Click the Create New button.

    The Create Relationship pane appears.

  4. Complete the fields. For more information, see Create Relationship Pane Reference.
  5. Click the Save button.

Create Relationship Pane Reference



Field
Description
Inventory

The inventory record you have selected will be automatically added as the inventory source.

Relationship Type

Select the type of relationship. The available options are:

Parent/Child:

  • Is Child of - In this relationship type, the inventory source is the child of the linked inventory.

  • Is Parent of - In this relationship type, the inventory source is the parent of the linked inventory. Any risks or controls on the linked inventory will roll-up to the source inventory.

Linked Inventory

Select the target inventory in which you would like to link to the inventory source.

Processing Activity

Select the processing activity if the relationship is in the context of a processing activity.