A typical workflow

A strong due diligence workflow A series of tasks generated based on an event or form submission. yields a defensible decision to approve, reject, or retain a third-party based on a risk-based approach. A historical record is maintained of each step taken to mitigate risk.

New third-parties can be entered manually, via API Application Programming Interface (API) is the developer interface for the platform. Use the API to develop your own applications., or by request through an internal intake form A form is a questionnaire to gather information..

The typical workflow to perform due diligence involves these steps. This is a sample workflow and your organization's workflows may differ.

For details on any step in the workflow, see:

• Using workflows
• Completing a workflow task
• Adding a third-party
• Reviewing, adjudicating, and remediating GDC and media hits
• Sending a questionnaire
• Reviewing the questionnaire
• Converting a questionnaire into an investigation
• Ordering an investigation
• Reviewing an investigation report