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Role

Description

Visibility

Ownership

Actions

Scope

Comments

Dictionary Owner

Access to all private and community dictionaries including search

Private and Community

Account-owned and not-account-owned

All

Create and manage a compliance dictionary and manage a set of terms in that dictionary

Search third-party dictionaries

All (any dictionary)

We hypothesize that only one dictionary will be needed.

Dictionary Contributor

Must be able access all account-owned dictionaries whether private or community and search

Private and Community

Account-owned only

Create, read, update, and delete dictionary terms within a dictionary

Search third-party dictionaries

All (any dictionary)

Dictionary Reviewer

Must be able access all account-owned dictionaries whether private or community

Private and Community

Account-owned only

Read and comment on terms

All (any dictionary)

Their role-specific actions such as comment won’t be available early on which makes this role identical to “reader”

Dictionary Reader

Must be able access all account-owned dictionaries whether private or community

Private and Community

Account-owned only

Read terms

All (any dictionary)

Administrative Roles

Regardless of the products subscribed to, administrators are required to set up the account and grant access to users.

Role

Description

Actions

Comments

Platform Administrator

Manages all IT Infrastructure including SaaS applications

Manage users (invite, revoke, remove …)

Billing Administrator

Manages all financial related topics including SaaS subscriptions

Choose and pay for subscription

Upgrade or downgrade existing subscription

Jobs to Be Done (JTBD)

Below are the identified jobs that need to be done with their respective permission-based roles.

PlantUML

Persona

Task Name

Situation

Motivations

Input

Output

Permission-Role

Compliance Katherine

Create and manage PlantUML Diagrams

When I document compliance processes

I want to create a repeatable process for the compliance team to easily follow

  1. CCH content including CDOCs, audit questions …

  2. Community accessible PlantUML diagrams

Set of PlantUML diagrams

PlantUML Owner

Process Peter

Create and manage PlantUML Diagrams

When I document or review my organization's process

I want to assist my director in building repeatable compliance processes

  1. CCH content including CDOCs, audit questions …

  2. Account-owned PlantUML diagrams created by others

Set of PlantUML diagrams

PlantUML Contributor

Analyst Alberta

Organize PlantUML Diagrams

When I review my superiors process diagrams

I want to help the team make compliance process diagrams easily accessed for others

Disorganized set of PlantUML diagrams

Organized set of PlantUML diagrams

PlantUML Reviewer

Doer Dan

Search for, review, and download PlantUML diagrams

When I help a team with a process that includes compliance steps

I want to make sure we do all the right steps the first time

Organized set of PlantUML diagrams

Set of files or hyperlinks updated on our SharePoint collaboration site

PlantUML Reader

Glossary

Persona

Task Name

Situation

Motivations

Input

Output

Permission-Role

Compliance Katherine

Create and manage corporate glossaries

When I define corporate policies

I want to ensure everyone in the company has a common understanding of the terms within our policy

  1. Company policies

A set of glossaries and terms

Glossary Owner

Process Peter

Create and manage company glossaries

When I document or review my organization's policies

I want to assist my director in building repeatable compliance processes

  1. Company policies

A set of glossaries and terms

Glossary Contributor

Analyst Alberta

Organize glossaries

When I review my superiors glossaries and terms

I want to help the team make company glossaires easily accessed for others

Disorganized set of glossaries and terms

Organized set of glossaries and terms

Glossary Reviewer

Doer Dan

Search for, review, and read glossary terms

When I help a team with any well-defined process

I want to make sure we do all the right steps the first time

Organized set of glossaries and terms

Set of files or hyperlinks updated on our SharePoint collaboration site

Glossary Reader

Employee Edgar

Review terms

When I read through a company policy document

I want ot make sure I understand the terms defined in the policy

A company glossary

An understanding of the terms

Glossary Reader

Dictionary

Persona

Task Name

Situation

Motivations

Input

Output

Permission-Role

Compliance Katherine

Create and manage a compliance dictionary

When I map in private policies

I want to map our policies to UCF's common controls

  1. Company policies

  2. UCF tools

My organization's compliance dictionary with terms

Dictionary Owner

Process Peter

Create and manage a compliance dictionary

When I document or review my organization's policies

I want to assist my director in building repeatable compliance processes

  1. Company policies

  2. UCF tools

My organization's compliance dictionary with terms

Dictionary Contributor

Analyst Alberta

Organize dictionaries

When I review my superiors dictionaries and tersm

I want to help the team make compliance dictionaries easily accessed for others

Disorganized set of dictionaries and terms

Organized set of dictionaries and terms

Dictionary Reviewer

Doer Dan

Search for, review, and read dictionary terms

When I help a team with a process that includes compliance steps

I want to make sure we do all the right steps the first time

Organized set of dictionaries and terms

Set of files or hyperlinks updated on our SharePoint collaboration site

Dictionary Reader

Personas

Note: these will be moved out to the persona pages

Persona

Title

Role

Compliance Katherine

Director of Compliance

Leads compliance team at fin-tech organization

Process Peter

Compliance Manager

Member of compliance team at fin-tech organization

Analyst Alberta

Compliance Analyst

Junior member of the compliance team

Doer Dan

Operations manager

Supports all business departments in their operational tasks

Employee Edgar

Any employee

Ay role