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Legacy and end-of-life systems which have been heavily customized are still in use in many IT departments. Tools are customized so much that the base functionality is hardly put to use, making maintenance difficult and expensive. What useful upgrades is your business missing out on due to these scenarios?

In this case study of an enterprise-level financial company, you’ll get an inside look at how their choice to upgrade to Oracle Identity Manager (OIM) 11gR2 PS3, leaving behind their heavily customized older version, which will save them many dollars, hours and headaches.

identity governance for financial enterprise


  • Client: Enterprise-level financial company
  • Solutions: Oracle Identity Manager (OIM) 11gR2 PS3

Project Facts

  • The company had an older version of OIM with limited features and manual tasks
  • After thorough gap analysis, Zirous determined OIM 11gR2 PS3 was the best option for the company
  • Financial company can now automate tasks, integrate with cloud systems, control security, and save time on all security access governance processes
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The financial company had utilized their older version of OIM since about 2008 as a way to pass around Identity-related tasks throughout the company. There was little to no automation with the system, though, so most tasks were manually executed in the target systems.

Since the company was on such an old version, many new and improved pieces of functionality had been released that they were missing out on. These included important functions like integration with their Human Resource applications for onboarding and offboarding workers, automated provisioning and deprovisioning to target systems, role management and certification of security access which would provide a high value to such a large company.

In the Spring of 2015, Zirous’ staff began a thorough gap analysis for the company in order to understand the current processes and gather the benefits of upgrading and utilizing OIM to it’s fullest extent. Zirous’ business analysts are experienced in showcasing the business impact of an upgrade like this. Many times, IT departments are understandably busy maintaining the use of current systems and cannot take the appropriate time to understand that a new system can save on troubleshooting and maintenance hours.

Once the current state processes were understood and requirements were collected, benefits were realized and implementation of OIM 11gR2 PS3 began in January of 2016. With Zirous’ guidance, detailed phases for implementation were planned and future state requirements were set.

Most importantly for the financial company, in the new version of OIM they could automate all provisioning and deprovisioning of Active Directory (AD) accounts and group memberships. Complete integration with AD will allow for a reduction in planned staff hours to enter data into the system, freeing them up for other work. Additionally, this greatly increases the quality of work, virtually eliminating the risk of human error.

Other important functionality included in the implementation included:

  • User Lifecycle Management: Integration with Human Resources Systems. As employees are hired, terminated or promoted, the HR systems talk directly with OIM, which, in turn, communicates to AD to provision/deprovision basic access for that employee without any manual tasks. This is especially useful for employee termination; making sure that employees’ access is revoked in a timely period, reducing the potential risk of a data breach.
  • Security Role Management: Role Based Access Control (RBAC). This financial company had spent many hours identifying more than a thousand roles within their company. In the future state with the new OIM system, the company will now be able to utilize the out-of-the-box functionality provided by OIM instead of having to maintain those roles with custom code. With thoughtful guidance and design from Zirous’ experienced staff, the company’s needs, as it relates to security role management, were met, without falling outside of the scope of the new tool.
  • Workflow: Approval and Fulfillment Workflow. The financial company will utilize OIM’s capability to configure approval and fulfillment workflows specific to their business requirements. Approval workflow for this financial company is configured to gather Manager, Access Owner and/or Account Owner approval under certain conditions, and will allow approvers to take action upon their tasks directly from a detailed email notification. OIM’s fulfillment workflow allows this financial company to assign human workflow tasks to target system administrators where automation will not be implemented with the first release. Fulfillers will perform provisioning and/or deprovisioning in their target system and complete the human workflow task in OIM.

OIM is all about centralizing security access governance processes and has extensive capability to configure various components based on company-specific business needs. With the full AD integration that the financial company now has, provisioning and deprovisioning triggered from OIM will all automatically happen in the target system through an available connector.

Integration with AD will automate the tasks, previously handled manually, for hundreds of applications that use AD for their authorization mechanism. This financial company will also integrate with cloud applications, such as Office 365. Finally, having manual fulfillment workflow for more than 150 applications that do not use AD for their authorization mechanism will allow this company to retire their heavily customized older version and centralize all security access governance processes within a single solution.

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