Agent StoreInformation TechnologyUser Access Certification
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Access Recertification Agent

Information TechnologyUser Access Certification

Runs periodic access certification campaigns by packaging each user's system entitlements for manager review and automatically revoking access that isn't recertified.

4
Process steps
6
Integrations
3
Data inputs

Compliance frameworks like SOX and SOC 2 require periodic recertification of user access, but running these campaigns manually means exporting entitlement lists from dozens of systems, chasing managers for review, and manually processing revocations for anything not approved

Managers reviewing raw permission names without context frequently rubber-stamp everything just to clear the task, undermining the entire control

Recertification cycles that should take two weeks often stretch a month or more waiting on responses, leaving stale access in place the whole time

This agent packages each employee's access into a plain-language summary grouped by application and risk level, sends timed reminders to reviewing managers, and automatically executes revocation for anything not certified by the deadline

The agent pulls entitlement data from identity and access management systems, groups each user's access by application and translates raw permission names into plain-language descriptions with usage context (last login, last action taken). Campaigns are generated per manager with a defined review deadline, reminders escalate automatically as the deadline approaches, and any entitlement not explicitly certified or explicitly revoked is auto-flagged for revocation at cycle close. Results are logged to a compliance record suitable for audit evidence.

1

Compile User Entitlements

  • Pull current access grants from IAM and application systems
  • Group entitlements by user, application, and risk level
  • Translate technical permission names into plain-language descriptions
  • Attach usage context such as last login and last action
Outcome: A clear, contextualized access package ready for manager review.
2

Launch Certification Campaign

  • Assign each user's access package to their reviewing manager
  • Set a defined campaign deadline aligned to compliance requirements
  • Distribute review packages through email or a self-service portal
  • Track submission status in real time
Outcome: Every manager has a clear, trackable task to certify their team's access.
3

Drive Completion

  • Send automated reminders at set intervals before deadline
  • Escalate overdue reviews to the manager's manager
  • Flag unusually fast or blanket 'approve all' reviews for spot-check
  • Provide a live dashboard of campaign completion status
Outcome: Certification campaigns close on schedule with meaningful, non-rubber-stamped review.
4

Enforce and Document Outcomes

  • Auto-revoke any entitlement not certified by the deadline
  • Process explicit revocation requests submitted during review
  • Log every decision and action for audit evidence
  • Generate a completed campaign report for compliance sign-off
Outcome: A fully documented, enforced recertification cycle ready to hand to auditors.
Okta
Pulls user entitlement and access grant data
SailPoint
Manages certification campaign workflow and revocation execution
Workday
Provides organizational hierarchy and manager assignments
Salesforce
Supplies application-level role and permission detail
Email/Outlook
Delivers review requests and reminder notifications
Splunk
Logs certification decisions for compliance audit evidence