Automated role and permission reporting for compliance audits in succession planning module reduced manual review time by 80%

arch_ops
Thu, 22 May 2025 13:45:00 +0000

I wanted to share our solution for automating role and permission reporting for annual compliance audits. Previously, our audit preparation took 2-3 weeks of manual effort extracting user roles, permissions, and access logs from SuccessFactors Succession Planning module.

We built an automated reporting system using SuccessFactors OData API that generates comprehensive audit reports on a nightly schedule. The system extracts role assignments, permission changes, and creates timestamped audit trails that our compliance team can review anytime. This reduced our audit prep time from weeks to hours and gave us continuous compliance visibility throughout the year instead of just during audit season.

The implementation focuses on three key areas: automated extraction of role and permission data via OData queries, scheduled nightly report generation, and maintaining a complete timestamped audit trail for regulatory requirements.