How to Display Custom Descriptions on the Account-Level Certification Review Page in SailPoint IIQ

Hi Team,

We would like to check whether it is possible to display custom descriptions in account-level certifications in SailPoint IdentityIQ.

Our requirement is to show additional descriptive information to certifiers during the certification review, so they can better understand the account or entitlement being reviewed.

Specifically, we would like to know:

Can custom descriptions be added and displayed for account-level certification items? If yes, what is the recommended approach to implement this?

We understand that certifiers can click the Account Details option to view account and entitlement details. However, our requirement is to display this information directly on the main certification review page, where certifiers see the list of accounts that need to be certified.

Any guidance, sample implementation steps, would be greatly appreciated.

You can use certificationItem.setAttribute(“details”,“your description”) in CertificationPhaseChange rule

Hi @Vasanthanilavan - You can add a custom field to the CertificationItem and use a CertificationItemCustomization Rule. You would have to write the rule and add the parameter to the Certification definition as it is not in the UI. Here is the link to the Rule doc which has it on page 57. https://community.sailpoint.com/t5/Technical-White-Papers/Rules-in-IdentityIQ/ta-p/78176#toc-hId-447442161

Hello Vasanth, I think this is doable. Ryan’s direction is right, but item.setAttribute() alone won’t make the value show up on the main review page. You need the data side and the UI side both in place. Define a String extended attribute on CertificationItem (say accountDescription) and populate it using a Certification Item Customization rule:

item.setAttribute("accountDescription", description);

Register the rule like this:

<entry key="certificationItemCustomizationRule"
       value="Your Certification Item Customization Rule"/>

This entry can go in the individual CertificationDefinition if you only need it for specific certifications, or in SystemConfiguration to apply it globally. Then in UIConfig, add a matching ColumnConfig under uiCertificationItemWorksheetColumns so the column actually shows on the review page.

If the description already exists as an extended attribute on the Link, use the same attribute name on CertificationItem and IIQ will carry it over. If not, build the value inside the rule.

I would go with this over a CertificationPhaseChange rule since the item customization rule runs during certification generation, before the certifier ever opens the review. Just remember, existing certifications won’t pick up the change, you’ll need to generate a new one.

This blog post by Vinod walks through the ObjectConfig, database extension and UIConfig setup. This Compass article also covers how CertificationItem extended attributes are created and populated.

@Vasanthanilavan Rule type should be “CertificationItemCustomization” and can you custom columns as mentioned in these threads:

Solved: Adding Columns custom1, custom2 to Certification Access Review Page - Compass

Solved: Displaying Custom Value in Access Review UI - Compass

Sample Rule:

if (certifiableEntity instanceof Identity) { 
   if (state = null) { 
       // Load levelCode position mappings into state from a Custom object. 
       state = new HashMap(); 
       Custom mappings = context.getObjectByName(Custom.class,  
         "LevelCodePositionMappings"); 
       state.putAll(mappings.getAttributes());       
   } 
   Identity ident = (Identity) certifiableEntity; 
   String levelCode = ident.getAttributes("levelCode"); 
   String level = state.get(levelCode); 
   item.setCustom1(level); 
   
}

You can have your logic in place and then set item.setCustom1(“your value”);

Just follow the below link and you will be able to achieve it

https://community.sailpoint.com/t5/IdentityIQ-Wiki/Creating-a-extended-attribute-on-certification-item-and/ta-p/200449